Mergers and acquisitions

Mergers and acquisitions

All actions involving company shares have tax implications. These may arise for both the company being transformed/divided and its shareholders.

In many cases, ensuring certain conditions are met (related to the scope of the transferred assets, for example) allows tax neutrality to be achieved. However, these issues should be verified and taken into account before any action is taken.

Sale or redemption of shares for consideration

Tax issues also play a very important role when partners leave companies. There are many ways to carry out such a transactions, and each of them has different tax consequences.

In some cases, the tax is higher, but its payment is deferred. In others, the tax is lower, but it must be paid to the tax office at the time of the transaction. Therefore, the best decision for the given circumstances must be made in each case.

Financing entities, conversion of loans into shares

Tax issues are also extremely important when deciding on the most advantageous method of financing companies.

As in the case of share transactions, there are many ways to inject capital into entities, and each of them results in a different approach to taxation.

Our services

If you want to make any changes in the most advantageous way, sell your shares in companies or provide financing to companies - do not hesitate to contact us.

We also encourage you to find out more about our Corporate / M&A department.

Polish customers