M&A advisory
Hand-in-hand through your transaction

Mergers and acquisitions and corporate transactions have many facets. For funds and private equity firms, they are part of their daily business; for family-owned small and medium-sized companies, they mean the difficult and emotional separation from their entrepreneurial life’s work. For founders, the focus is on the successful development of their startup. However, the two areas have one thing in common: economic value creation and entrepreneurial continuity through a structured and well-thought-out business transaction or financing, to which we contribute with our advice.

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Customized solutions from the first pitch to a successful exit

A company acquisition is as comprehensive and multifaceted as the company itself. Accordingly, our advice in this segment is comprehensive and interdisciplinary, especially since we incorporate our clients‘ entrepreneurial vision into our deal strategy. With our many years of expertise, we can help you to master the challenges of the dynamic world of M&A and start-ups. We are at your side as a reliable sparring partner and source of ideas in tax, business and legal matters. This allows our clients to focus on what matters most throughout the entire startup or transaction process. That is why medium-sized corporations, private equity and venture capital investors, family offices, founders and start-ups place their trust in us to bring ideas to life and scale them up, as well as to successfully close deals.

When it comes to international matters, our membership in PrimeGlobal allows us to draw on partner firms with relevant expertise worldwide and develop the best possible solutions for our clients and deals on a global scale (www​.primeglobal​.net).

Efficient project implementation through our multidisciplinary consulting trio

When it comes to company acquisitions, investments in alternative investments and start-ups, financial, legal and, above all, tax aspects are closely interwoven. That is why we work in small, partner-led consulting teams composed of tax advisors, auditors, attorneys, and financial experts, and apply our cross-disciplinary expertise in a concentrated and focused manner at every stage of the startup or investment process —from sustainable corporate financing, through initial exit negotiations, due diligence, and business valuation, all the way to contract drafting. This results in solutions that are legally sound, tax-optimized, and economically sound.

Depending on the target, industry, and transaction structure, we tailor the appropriate range of our consulting services to the individual needs of our clients.

Support through all phases of a transaction process

Our clients can rely on comprehensive support in every phase of the transaction process – from the initial contact to the successful conclusion. This includes:

  • Teaser
  • Information Memorandum
  • Letter of Intent (Term-Sheet)
  • Due Diligence (Vendor/Buyside)
  • Company valuation (comfort letter for principals)
  • Articles of association and shareholder resolutions
  • Share/asset purchase agreement
  • Closing (confirmation letter)

Due diligence

We provide comprehensive due diligence services to accurately assess the potential opportunities and risks of a transaction or alternative investment. Our focus is on tax, legal and financial analysis that creates a sound basis for decision-making and maximizes transaction certainty for our clients. These services include:

  • Vendor Due Diligence mit W&I‑Versicherung (insbesondere Steuern)
  • Buyside Due Diligence
  • Tax Due Diligence
  • Legal Due Diligence
  • Financial Due Diligence

Business valuation

Market-oriented company valuations create a sound basis for strategic decisions and transactions. By using proven methods, both the company value and special assets are reliably determined and individually taken into account. Our services include:

  • Indicative company valuation with multiples of the capital markets
  • Detailed company valuation with capitalized earnings method, DCF method and IDW S1
  • Special valuations for special values in the target (real estate, patents, etc.)

Formulation of a contracts

Careful preparation and coordination of all contractual documents is crucial to the success of a transaction. From the first letters of intent to the final closing documents, we ensure legally watertight and clear documentation and take over the coordination with notaries to ensure a smooth process. This includes:

  • Teaser
  • NDA
  • Information Memorandum
  • Letter of Intent
  • Term sheet
  • Share or asset purchase agreement
  • Shareholder resolutions and side letters
  • Management participation programs (VSOP, ESOP, hurdle shares)
  • Closing documents
  • Coordination and communication with notaries

Tax-optimized structuring of the corporate transaction

A tax-optimized transaction structure maximizes the economic success and minimizes the tax burden on both the buyer and seller. Through targeted planning and the application of effective tax strategies, we create optimal conditions for a cost-efficient and legally compliant transaction. Our services include:

  • Tax optimization of sell-side taxation (earn-out, upstream restructuring, carving up the company, splitting up operations, holding model)
  • Tax structuring of the buyside (SPV, debt push-down, interest barrier, withholding tax minimization, VAT group for transaction costs, tax migration into corporate groups)

Private Equity and Family Office

We provide specialized tax advice to private equity firms, venture capital funds and family offices to help them make efficient and compliant investments. By developing suitable fund and investment structures and assisting with compliance and registration processes, we ensure optimal tax structuring and adherence to international requirements. Our range of services includes:

  • Tax structuring of alternative investments, family offices and holding models
  • Asset-optimized choice of legal form for the investment vehicle at home and abroad
  • Tax compliance with international cooperation partners of private equity firms, venture capital companies, investment angels and family offices
  • Tax returns for private equity and fund vehicles

Start-ups and Venture Capital

Start-ups face unique challenges: rapid growth, complex funding rounds, and high expectations from investors. We support founders, shareholders, and investors throughout the entire lifecycle—from inception through growth financing (pre-seed, seed, Series A, B, and C) to exit. Our advisory services combine transaction experience with expertise in tax and legal structuring—practical, scalable, and internationally oriented. In this way, we support the strategic and structured development of our startup clients and make them “investment-ready.”

Our services include:

  • Selection of the optimal legal structure with articles of association
  • Tax-optimized equity and shareholder structure
  • Establishment of employee stock ownership plans (ESOPs), management stock ownership plans (VSOPs), hurdle shares, and Section 19a shares
  • Support and structuring of financing rounds
  • Connections to suitable capital providers and investors with deep understanding of investor dynamics
  • Tax, legal, and economic advice on venture capital transactions and financing
  • Advice on term sheets, cap tables, and dilution effects
  • Coordination between private or institutional investors, venture capitalists, funds, and family offices
  • Support for buy-and-build strategies
  • Structuring “exit readiness”

Tax advice for managers and executives

Tax advice for managers and executives requires specifically developed solutions that enable individual participation models and reinvestments in corporate transactions. The maxim here is to avoid so-called dry income for managers. Through tax-optimized structuring, we ensure optimal conditions for management participation and employee programs in order to create tax advantages and ensure legal security and their tax recognition. This includes:

  • Management-Buy-Out (MBO)
  • Management-Buy-In (MBI)
  • Partial reinvestment in company buyers (tax-neutral rollover)
  • Employee ownership
  • Management ownership with kicker (sweet equity)
  • Tax structuring of management reinvestments and employee participation programs through manager holdings (securing of favorably taxed investment income)
  • Tax implementation of wage tax information or binding information
  • Tax legal protection in the event of tax audits and wage tax audits through extrajudicial legal remedies and judicial proceedings

Tax advice for funds and alternative investments

Tax advice on fund investments and capital investments helps to make investments tax-efficient and compliant. We help develop optimal structures and guide investors through all relevant compliance processes to ensure regulatory requirements are met – both nationally and internationally. Our services include:

  • Tax analysis and advice on fund structures
  • Support with KYC and AML processes for investors
  • Legal compliance in the transparency register
  • Establishment of investment holdings
  • International tax structures for investments

Intragroup restructurings and transactions

We provide comprehensive tax and legal advice on corporate restructuring and transactions within corporate groups to ensure that corporate structures are streamlined and appropriately aligned. Restructuring and reorganizations regularly become relevant before or after company acquisitions as part of integration processes. From optimizing the group structure to transfer pricing and compliance issues, we support international corporations in taking advantage of tax benefits and reliably meeting legal requirements. This includes:

  • Tax-optimized restructuring of corporate groups and conglomerates (downsizing, real estate companies, financing companies, functional companies)
  • Tax compliance and declaration advice for international conglomerates
  • Transfer pricing
  • Purchase price allocation
  • Transaction-related accounting
REDONIS M&A Beratung Bayern: M&A Berater München, Deggendorf und Regen

Industries that particularly trust us

REDONIS is there for companies and entrepreneurs in all sectors. We have gained a great deal of experience and trust in the healthcare, industrial and technology, hotel and catering and retail sectors.

Industries

Doctors and other health professionals

For more than 20 years, we have specialized in providing tax and business advice to doctors, dentists, dental laboratories and pharmacies. With extensive expertise – proven by numerous specialist consultant training courses completed by our employees – in the field of human and dental medicine and a strong network of experts, REDONIS supports administrative tasks, optimizes processes and offers specialized industry evaluations or also prepares valuation reports. The focus is on supporting investor deals as well as on the optimal legal form or support in the step into an MVZ. The aim is to enable the freelancer to run a practice without worries, to actively plan and optimize the tax burden, while being able to fully concentrate on their patients. Thanks to this high degree of specialization and the use of redundantly free, digital structures, we support clients from all over Germany.

Industry and technology/IT

Innovative companies in industry and technology/IT benefit from advice that understands their specific challenges. Whether you are a start-up or a market leader, a software developer, platform business or mechanical engineer, we are always at your side, even on the global stage. We find tailored solutions for your corporate strategy that secure your business activities in economic, tax and legal terms. Whether corporate financing, international taxation, corporate succession or restructuring, together we create a stable basis for your sustainable and successful future.

Hotel and restaurant industry

We understand the hospitality and hotel industry – and especially the people behind it. With our deep insight into the industry, we offer you much more than traditional tax advice: whether it’s creating feasibility studies for implementing your investment plans, optimizing your business assessments or digitizing your processes, we provide you with the basis for success and growth. We are also at your side when major decisions need to be made – be it restructuring, strategic discussions with banks or arranging your company succession. Our goal: We create solutions that not only convince today, but also secure your future.

Trade and crafts

The dynamic developments in trade and commerce constantly present companies with new challenges – from changing consumer habits and VAT requirements to narrow margins that require precise controlling. With practical advice, comprehensible evaluations and forward-looking tax planning, we create the basis for you to achieve your business goals reliably. Whether you are setting up, expanding or taking over a business, we will support you in every phase with customized solutions.

Your one-stop shop for tax, legal and business advice

REDONIS offers you tax advice, legal advice, management consulting and M&A advice from a single source – a range of services that is otherwise only available from large law and tax firms.

We have designed the consulting portfolio specifically for medium-sized companies and family businesses. The law and tax firm has a particular focus on the healthcare, industry and technology, hotel and catering, and trade sectors.

Services

Tax advice

With a clear view of your individual goals, we turn tax obligations into opportunities and create the basis for your long-term success.

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Audit

With our seal, we guarantee the correctness of your accounting to banks, business partners and shareholders.

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Legal advice

Whether you need help with a contract or legal representation in a key legal matter, we will always stand you in good stead.

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Management consulting

We provide fresh perspectives and practical solutions for important challenges that your company has to face in the course of its existence in all phases.

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M&A advice

We lay the foundation for successful corporate transactions with you and do not leave your side until the closing.

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Starten Sie Ihre nächste Transaktion –
mit einem Anruf bei REDONIS!

Vertrauen Sie auf M&A‑Beratung, die mit Weitsicht und Wirkung Ihre Ziele erreicht. Ein Anruf bei REDONIS genügt, um Ihre nächste Transaktion zu starten.

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