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.

Cont­act

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​.prime​glo​bal​.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

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.

Find out more

Au­dit

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

Find out more

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.

Find out more

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.

Find out more

M&A ad­vice

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

Find out more

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.

Cont­act