Transaction Services

Business Re-structuring

• Assistance in Realignment of Promoter Holdings
• Assistance in Rationalising Group / Business Structure – Mergers, De-mergers, Asset Acquisitions, Business Acquisitions etc.
• Assistance in Balance Sheet Right – Sizing
• Advising on effective cash / resource mobilisation alternatives
• Execution and implementation of chosen structure
• Advise on stamp duty implications
• Preparation of commercial valuation reports
• Preparation of valuation reports required under Indian Income Tax law
• Drafting of Transactional documents such as Share Purchase Agreements, Withholding Memos, Indemnity Agreements, Shareholders Agreements, Joint Venture Agreements etc.

Succession Planning

• Trusted business advisor to high net worth families
• Advice on family arrangements, succession planning through trusts, wills, etc. and structuring and partitioning of family wealth and businesses, including review of family arrangements from a tax and regulatory perspective
• Transition to an optimal structure such as private trusts
• Ensuring seamless transition of wealth from one generation to another
• Implementation of succession planning alternatives

Due Diligence

• Tax, Statutory, Financial and Accounting Due Diligence