Actoria Conseil assists and advises the transferring manager on the patrimonial consequences of the transfer or transmission of his company, through a professional patrimonial consulting service.
The company constitutes a professional asset whose consequences in terms of personal taxation are minimal before the transaction.
After the operation, the manager receives the fruit of the sale or the transmission of his company which becomes part of his personal assets, with all the tax consequences that this may entail.
Many executives are not aware of the risk of paying some heavy taxes after the transaction, and sometimes the triggering threshold of which is close to 1,300,000 euros!
However, concrete solutions exist to significantly reduce the tax consequences of the operation.
Diagnosis and patrimonial advice
With its experts in legal and fiscal engineering, Actoria Conseil first performs a patrimonial diagnosis, both professional and personal. At the end of this diagnosis, recommendations and concrete proposals to reduce the tax consequences are proposed to the manager.
In a second phase, in collaboration with the usual advisors of the manager (lawyer, auditor, chartered accountant), we pilot the implementation of the recommended solutions and arrangements.
We advise you to contact us for this type of intervention 1 year before the date of the planned operation.
Discuss your next step confidentially
Clarify objectives, timing and options with a senior M&A adviser.
Book a confidential meeting