LBO, OBO & Apport-CessionTax lawyers in Bordeaux, Paris and Hossegor
LBO (Leveraged Buy-Out), FBO (Family Buy Out), OBO (Owner Buy-Out) and contribution-and-sale (apport-cession) transactions are key levers for the growth, transfer or restructuring of businesses. They combine complex financial, tax and legal issues, requiring in-depth command of tax law and financing mechanisms.
Our firm, which specialises in corporate taxation and transaction structuring, assists its clients in designing, implementing and optimising these transactions, in order to secure their financial and tax structuring and to optimise the impact on the personal wealth of executives and shareholders.
Our areas of intervention
1 – Preliminary analysis and structuring
A thorough review is essential to secure the transaction and anticipate its tax and financial consequences:
- Analysis of the target company and its shareholders;
- Assessment of the legal, financial and tax feasibility of the transaction;
- Evaluation of the tax and financial risks for the parties involved;
- Definition of an optimal financing and exit strategy;
- Preparation of agreements and structures suited to the client’s objectives.
2 – Implementation of the transactions
We support our clients through every operational stage of the transaction:
- Structuring of LBOs, FBOs, OBOs and contribution-and-sale transactions in line with the client’s objectives;
- Optimisation of debt, equity and financial mechanisms;
- Assistance with and drafting of shareholders’ agreements;
- Coordination with banks, investors and legal advisers;
- Tax and legal securing of the transaction as a whole.
3 – Tax and wealth optimisation
The aim is to reduce the tax and wealth impact while complying with the law:
- Analysis of the tax implications of the transaction for the company and its executives;
- Optimisation of the taxation of capital gains and income arising from the transaction;
- Structuring of financial flows to protect the shareholders’ wealth;
- Implementation of protection mechanisms and risk anticipation.
4 – Post-transaction monitoring and compliance
Once the transaction has been completed, follow-up is essential to ensure the compliance and durability of the structure:
- Review and compliance of tax returns;
- Management of post-transaction obligations and reporting to the authorities;
- Adjustment of financing and equity participation mechanisms as the group evolves;
- Prevention of the risks of tax reassessments and disputes.
5 – Strategic advice and long-term support
Beyond the transaction itself, we support clients in their wealth planning and growth strategy:
- Advice on exit and reinvestment strategies;
- Planning for the transfer of wealth and shares;
- Optimisation of legal and financial structures for the long term;
- Assistance with future external growth or restructuring transactions.
A confidential, rigorous, and tailored approach
Each LBO, FBO, OBO or contribution-and-sale transaction calls for a specific response. Our support is based on:
- A personalized approach, tailored to the client’s financial, legal and tax stakes;
- In-depth expertise in tax law, financing and transaction structuring;
- A rigorous strategy to optimise the tax and wealth impact;
- Absolute confidentiality, suited to sensitive transactions.
A trusted partner for your strategic transactions
We support our clients as a strategic partner, in order to secure their transactions, optimise the tax and wealth impact, and protect the interests of executives and shareholders in a complex and changing tax and financial environment.
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