Specialist Structure/Restructure
Tax Advice

Strategy for structure/restructure advice

Cleary Bentley provides specialist tax guidance and advice for accountants on appropriate structures for establishing large scale businesses and/or the restructuring of such established businesses, including the tax consequences that result.

Business structure/restructure for every stage of the business/investment lifecycle

Cleary Bentley offers specialist tax advice and support for tax advisors managing clients with complex trading structures and multi-generational businesses.

Dr Cleary provides high-level advice on the tax implications of a structure/restructure at every stage of the business or investment lifecycle.

Establishment of a business

The appropriate structure for the establishment of a business is determined taking into account the type of business and the objectives of the owners. Advice supporting the strategy is provided.

Operating structure for a business

Specialist advice on the optimum operating structure/restructure for a business is determined.

Exiting a business

An exit plan is provided where structure/restructure advice is given. The most tax efficient method for managing the sale or liquidation of a business is provided where required,

A potential business-ending event requires special attention at the earliest possible time to achieve the maximum benefit from the tax legislation applicable to this event.

Capital raising

The tax consequences of capital-raising options may need to be considered for businesses throughout each stage of the business lifecycle. Dr Cleary provides high-level tax advice in respect to capital raising of a business, including a sale to a strategic buyer or investment by financial investor. Tax advisory services include:

  • preparation – organisation of financial information and documentation required to support capital raising application.
  • leadership and management – capital raising is a complex process, from designing an investment structure and negotiating the terms of the deal, to preparing the legal documentation and completing corporate actions. Cleary Bentley can help lead the process from the commencement to completion of the process

Case Study

REVENUE OR CAPITAL ACCOUNT DISPUTES

Advice was provided to a high net wealth family and their advisor confirming the pre-CGT status of the significant landholding that had been the subject of a partnership dissolution in the 1990’s and partly developed.