Plan the tax implications of major business decisions, transactions, ownership changes and exits.
Get structured support for tax planning, capital gains, business restructuring, succession and transaction structuring.
Tax planning services help businesses, business owners, promoters and investors evaluate their tax position and plan financial or business transactions in a tax-efficient and compliant manner.
For businesses undergoing a sale, restructuring, ownership transition, succession or investment transaction, tax planning can help identify potential tax implications before the transaction is completed.
The appropriate approach depends on the transaction structure, applicable tax provisions, ownership arrangements and specific circumstances of the organisation.
The scope may include income tax planning, business tax planning, transaction structuring, capital gains tax planning and exit structuring support.
The objective is not simply to reduce tax. It is to understand the tax consequences of available options and evaluate structures that align with the commercial objectives of the transaction while considering applicable compliance requirements. Structures are tested for commercial substance and against the General Anti-Avoidance Rules (GAAR), so that today’s tax saving does not become tomorrow’s dispute.
We review the organisation's or individual's relevant tax position and assess the tax implications of planned business and financial decisions.
Our support includes:
Understand potential tax exposures before making significant financial or business decisions.
We evaluate tax considerations associated with business transactions while considering the commercial objectives of the proposed transaction.
Our scope may include:
Relevant for businesses considering a sale, restructuring, investment or ownership transition.
We help businesses evaluate alternative transaction structures and understand how the chosen approach may influence tax treatment.
Our scope may cover:
Evaluate the tax considerations of alternative structures before implementation.
We assess the tax considerations associated with a proposed business exit before the transaction structure is finalised.
Our support may include:
Understand the potential tax implications of different exit approaches before execution.
We review potential capital gains implications when shares, business assets or other capital assets are sold or transferred.
Our scope may include:
The assessment considers the asset, holding period, transaction structure and applicable tax provisions.
We examine potential tax implications arising from different approaches to transferring a business or its assets.
Our review may consider:
Understand relevant tax and transaction considerations before selecting a structure.
We assess tax considerations associated with changes to business ownership, organisational structure and asset arrangements.
Our support may cover:
Identify potential tax implications and transaction-related risks before implementation.
We help family-owned businesses and closely held companies assess tax considerations arising from ownership transfers and succession arrangements.
Relevant areas may include:
Understand the potential tax implications of different succession and ownership arrangements.
We assess tax considerations relevant to buyers, sellers, investors and shareholders involved in mergers and acquisitions.
Our advisory scope may include:
The scope can be tailored to the nature and requirements of the proposed transaction.
We review relevant tax positions and compliance considerations to help identify potential exposures associated with a proposed transaction.
Our review may consider:
Identify relevant considerations to support informed commercial and financial decision-making.
A structured process helps connect tax considerations with the commercial objectives of the proposed transaction.
The first step is understanding the business, ownership structure, proposed transaction and commercial objective behind the planned change.
This establishes the context required for the tax analysis.
The existing ownership, business and relevant tax position are reviewed based on the agreed scope.
This helps identify factors that may influence the proposed transaction.
Potential tax consequences associated with the proposed transaction or restructuring are identified.
This may include income tax, capital gains, ownership transfers and transaction structure considerations.
Where relevant, alternative transaction or ownership structures are evaluated based on their tax implications and commercial context.
The objective is to understand the relative implications of available approaches before selecting a structure.
Potential tax exposures, transaction-related risks and compliance considerations are reviewed.
This helps decision-makers understand issues that may need to be addressed before implementation.
Findings and relevant structuring considerations are presented in a practical manner based on the agreed scope.
Recommendations support informed decision-making around the proposed transaction.
The engagement can support the next stage of the business transaction or restructuring, depending on the agreed scope and client requirements.
Tax planning and exit structuring can be relevant to businesses and stakeholders preparing for significant financial, ownership or structural changes.
Business owners planning a sale, restructuring, ownership transition or exit may benefit from understanding the potential tax implications before proceeding.
Finance leaders may require transaction-level tax analysis to support financial planning and evaluate potential tax exposures.
Entrepreneurs and managing directors making strategic business decisions can consider tax implications alongside their commercial objectives.
Shareholders and investors involved in share transfers, business sales or investment transactions may need to assess the tax consequences of the proposed structure.
Family businesses planning succession or ownership transfers may require structured consideration of the tax implications associated with the transition.
Businesses involved in acquisitions, investor exits or other corporate transactions may require transaction structuring and tax due diligence support.
Tax planning and exit structuring support can cover the following areas, depending on the agreed scope.
Reviewing relevant tax positions and potential tax implications.
Considering tax consequences associated with business decisions and transactions.
Evaluating capital gains considerations for relevant asset or share transactions.
Assessing the tax implications of potential transaction structures.
Considering tax implications associated with business sales.
Evaluating tax considerations relating to changes in share ownership.
Reviewing tax considerations arising from ownership changes.
Considering tax implications associated with reorganisations.
Evaluating tax considerations associated with business succession.
Reviewing tax considerations relevant to acquisitions and related transactions.
Identifying relevant tax exposures and transaction-related risks.
Evaluating tax considerations associated with promoter, investor or business exits.
The scope of support depends on the nature of the proposed transaction, ownership structure and relevant tax considerations.
The exact deliverables depend on the nature and scope of the engagement.
The objective is to provide a structured reporting process rather than simply preparing a form.
Professional tax planning and exit structuring support can help businesses evaluate tax implications, assess transaction risks and make informed decisions about business sales, ownership changes and strategic exits.
Planning before a transaction helps stakeholders understand potential tax consequences before committing to a particular structure.
Comparing relevant structuring options can help decision-makers evaluate tax considerations alongside commercial objectives.
Reviewing tax exposures and transaction-related risks early can help identify matters that may require attention before implementation.
Where appropriate, tax planning can help evaluate structures designed to achieve the intended commercial outcome while considering applicable tax requirements.
Business owners can assess tax implications associated with different exit approaches before finalising a transaction.
Tax considerations can be incorporated into ownership transfers, succession planning and restructuring discussions.
A structured review gives business owners, CFOs, finance directors and other stakeholders a clearer basis for evaluating major transactions.
V ACC-COMPLY approaches tax planning and transaction structuring by connecting the business objective, transaction structure, ownership considerations, tax implications and relevant compliance requirements.
Our transaction tax work is handled by a team of adept chartered accountants and has covered promoter exits, family settlements, slump sales and share transfers worth ₹500+ crore.
We begin by understanding the business requirement and proposed transaction to establish a clear basis for the review.
The review is aligned with the specific transaction, client objectives and agreed requirements.
We consider potential tax exposures and transaction-related risks that may require attention before implementation.
Findings are translated into relevant tax and structuring considerations to support informed decision-making.
Tax and transaction structuring considerations are presented in an understandable format for relevant stakeholders.
Our approach keeps the analysis relevant to business owners, finance leaders and other stakeholders involved in the transaction.
Tax considerations are evaluated alongside the underlying business objective and intended transaction outcome.
The appropriate approach depends on the facts, transaction structure, applicable requirements and scope of the engagement.
Tax planning and exit structuring support is available for businesses and stakeholders across India, with a local focus on Chennai and Tamil Nadu.
The service is relevant to businesses across sectors, including:
We advise clients in Chennai and across India, working alongside their legal advisers, valuers and bankers on transactions to support informed tax planning decisions.
Tax planning services help businesses, owners, promoters and investors evaluate their tax position and consider the tax implications of planned financial, ownership or business transactions. The objective is to support tax-efficient and compliant decision-making based on the specific circumstances.
Tax planning before a business sale can help identify the potential tax implications of different transaction structures. Depending on the circumstances, stakeholders may need to evaluate share sale, asset sale, capital gains and other transaction-related considerations before finalising the structure.
Business exit tax planning involves evaluating the tax implications associated with a business owner's, promoter's or investor's planned exit. It may include reviewing the proposed transaction structure, share or asset sale considerations, capital gains and relevant tax risks.
Yes. Capital gains considerations can form part of tax planning where a transaction involves the sale or transfer of relevant capital assets or shares. The applicable treatment depends on the nature of the transaction and the specific facts.
Yes. Tax planning can be incorporated into corporate restructuring, ownership restructuring, shareholding changes, holding company structures and other business reorganisation exercises, depending on the proposed structure and applicable requirements.
Transaction structuring may consider the proposed ownership arrangement, share or asset transfer, business objectives, tax implications, potential exposures and relevant compliance considerations. The exact analysis depends on the nature of the transaction.
Yes. Family-owned businesses planning succession, ownership transfers or restructuring may need to consider the tax implications associated with the proposed transition. The appropriate approach depends on the ownership structure and specific circumstances.
Tax planning should ideally be considered before the transaction structure is finalised. Early assessment gives stakeholders an opportunity to understand relevant tax implications and evaluate structuring considerations before implementation.
Major business transactions can create tax implications that are important to understand before a structure is finalised.
Get professional support to evaluate the relevant tax implications, structuring options and potential risks before making a major business decision.
To get started, share a short note on the proposed transaction, the current shareholding or ownership structure and your expected timeline. We will get back to you within the same day.