Restructuring

We support businesses experiencing temporary financial difficulties to make decisions that will enable them to overcome the crisis and improve their operating and financial performance in the long term. In that sense, we help businesses prepare recovery plans and restructuring agreements with banks and creditors, with or without the involvement of the courts.
We have expertise in the following areas available to companies in crisis.

• Check-ups to identify the cause of the crisis
• Recovery plans
• Debt restructuring agreements
• Assistance in new Insolvency Procedures
• Preparing certified appraisals and business plan supporting
• Insolvency Procedures Fairness opinions and financial sustainability reports

Corporate Finance – Merger & Acquisitions

We play a key role as a financial advisor. We provide advice on Mergers & Acquisitions and other types of transactions, including joint ventures and strategic alliances, carveouts and divestitures, friendly and contested situations, leveraged buyouts and other types of transactions.

We provide financial advisory activity and assist clients with strategic advice and support in mergers & acquisitions through all phases and aspects of the transactions.
The firm is able to offer its services across a wide range of industries.
We assist our clients in all phases of the negotiations, providing financial, accounting and tax due diligence, pre and post deal consulting services, assistance with negotiations

• Advisory in M&A operations and in spin-offs and contributions of assets or businesses and other corporate transactions
• Tax and accounting due diligence
• Vendor due dilegence
• Forensic due diligence
• Preparing appraisals for the valuation of companies, business units and equity investments
• Impairment test on intangibles assets and equity
• Sale and Purchase agreements (SPA)
• Joint Ventures and strategic agreements
• Advising on strategic decisions in view of generational change or the broadening of the shareholder structure
• Corporate and tax assistance to Italian Companies expanding abroad and foreign Companies establishing themselves in Italy (incorporations, joint ventures, commercial agreements, associations of companies, etc.)
• Valuation of Businesses operations and Shareholdings
• Capital structure optimization
• Assistance with financing

Tax Advisory

We help our clients develop the optimal tax structure minimizing taxable income and achieving the optimum tax treatment.

• Tax planning and tax advisory, also in collaboration with the support of associate consultants abroad
• Tax Advisory for M&A operations, or spin-offs, contributions of assets or businesses and other corporate transactions
• Tax Advisory on company restructuring, re-organisation of national and multinational company groups
• Advisory to group companies on tranfer pricing, cost sharing agreements and other intercompany transactions
• Tax Advisory on domestic or cross-border financing
• Preparing expert opinions in the matters of ordinary and extraordinary taxation, both domestic and international
• Assistance during tax audit carried out by tax authorities
• Assistance for rulings with tax authorities
• Assistance in Tax disputes and Tax litigation.
• Pre-litigation Tax assistance ask for a preliminary ruling, approaching Tax Authorities for a review of their assessment,
• Compose tax dispute, seek judicial conciliation or take another similar course of action.
• Assistance in setting up Trusts and other forms of safe guaranty of assets
• Planning of generational succession in company ownership
• Tax Renewable Energy
• Tax Real estate

Accounting & IFRS

We cover a full outsourcing of the complete accounting and reporting services in Italy for domestic and foreign corporations, especially for Investment Funds.

The services include:

• Bookkeeping services
• Tax compliance assistance
• Processing general ledger accounts and payroll service
• Ongoing advice and assistance on ordinary and extraordinary corporate events
• IFRS monthly, quarterly, year-end reporting
• Processing and management accounting systems for Special Purpose Vehicles (SPV)
• Valuation and impairment testing in accordance to IAS36
• Purchase price allocation (PPA) related to business combinations in accordance to IFRS3
• Reconciliation from Italian GAAP to IFRS.

Corporate Governance

Our professionals satisfy the relevant legal requirements and have significant experience in various industrial, financial and services sectors, enabling them to serve on Boards of Statutory Auditors, act as External Auditors and Supervisory Board Members, sit on Boards of Directors as Independent Board Members, serve as members of Supervisory Bodies and Company Liquidators, act as party-appointed consultants for out-of-court agreements and as shareholder and stakeholder representatives.
When performing statutory auditing activities, our professionals offer operational and strategic advice to help our clients comply with current laws, operating procedures and principles of sound administration.

Wealth Management

We offer advisory services to clients with significant assets, providing advice on optimal tax planning and solutions for dealing with certain family circumstances (wealth planning with a view to succession).
We are aware that wealth protection and planning in all its angles has become an ever increasing need of our clients.

Our expertise cover areas such as:

• Asset protection
• Trust
• Family holdings
• Family agreements (Patto di famiglia)
• Associations and foundations
• Private insurance