Expertise

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Transfer & transfer of business

Transfer & transfer of business

Transferring or selling a business is a structuring step. We define the strategy, secure the operations (free or expensive) and coordinate the actors for effective execution at each stage.

Our main interventions

Our notaries and lawyers regularly publish articles, analyses and practical cases to inform your wealth, family and professional decisions.

These publications allow you to anticipate your challenges, to understand legal and fiscal news, and to benefit from an expert perspective on your projects.

Shareholder structuring and governance

We design and implement ownership and governance schemes adapted to the manager's strategy and the configuration of the company. This includes the creation of active or asset holding companies, the adjustment of articles of association, the drafting of partners' agreements, as well as the establishment of preferred shares. These tools make it possible to organize powers, to secure relationships between partners, to protect minorities and to prepare family or managerial succession.

Protection and asset organization of the manager

The border between professional and personal assets is a central issue for managers. We analyze exposure to professional risks and put in place legal tools to separate and protect personal assets: choice or modification of the matrimonial regime, declarations of non-seizability, structuring of flows, adapted holding schemes. This organization aims to secure the manager and his family while maintaining the flexibility of management of the company.

Business transfer

Whether family, internal or external, the transfer of a business requires careful planning and perfect control of civil and fiscal levers. We support transmission transactions by mobilizing the appropriate mechanisms: Dutreil pact, donation-transfer, contribution-transfer with tax deferral, dismemberment of shares, structuring of price flows. The objective is to reduce the fiscal cost, to legally secure the operation and to maintain family and business balance.

Refinancing and reorganization transactions

We intervene in transactions that allow the manager to mobilize the latent value of his company while optimizing his taxation: OBO (Owner Buy Out), contributions in holding companies, self-sale, capital reductions not motivated by losses. These transactions are designed in a global asset logic, integrating the fiscal, financial and family constraints of the manager.

Legal monitoring of companies

We also ensure the current legal follow-up of companies: preparation and holding of general meetings, approval and filing of annual accounts, updating the statutes, formalities related to social transactions and restructuring. This recurring assistance guarantees the legal compliance of structures and secures their operation over time.

Sharing our expertise

Our teams regularly publish articles and analyses on legal, tax and wealth news.
This content aims to enlighten our customers and partners on the major developments in law and taxation.

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