We are happy to go above and beyond the typical services of a tax firm and have consolidated experience in the following areas:

Due diligence of companies, support and management of company purchase and sale processes, conducting purchase and sale negotiations, drawing up the relevant contracts.

Conducting negotiations with banks and leasing companies, private investors and structuring the relevant securities; support and search for banks, loan guarantee cooperatives and equity partners.

Support with generational change processes and conducting the corresponding negotiations and discussions, including in conflict situations, always with the aim of achieving a reasonable solution without legal proceedings.

Conducting the corresponding negotiations and discussions in conflict situations (e.g. between shareholders) with the aim of achieving a sustainable agreement without legal proceedings.

Handling of real estate operations with corresponding negotiations, drafting of purchase and purchase option agreements, support with financing, also for holiday homes in Italy (e.g. on Lake Garda).

Advice on setting up new business models by critically examining them, creating meaningful and compact business and financial plans, support in finding and selecting equity partners and banks

Drafting and support with reorganization and restructuring plans, including a critical examination of the business model of companies that are currently performing well, with the aim of sustainably and long-term consolidating profitability and financial strength.

Advice and support with various business funding, including in connection with the interest subsidy “Sabatini”.

Preparation of expert opinions as party-appointed expert, as court-appointed expert or outside of court proceedings.

Preparation of valuations / estimates of companies, corporations and participations.

NEWS

Contributions of Shareholdings under the Controlled Realisation Regime – Establishment of a Purely Passive Holding Company – Generational Succession as a Potentially Valid Commercial Rationale

November 8th, 2026|

The establishment of a so-called "purely passive holding company" through contributions of shareholdings under the controlled realisation regime must be assessed in light of potential challenges under the rules governing the abuse of tax law. [...]

Uninterrupted ownership (the “holding period”) – Shareholding acquired as a result of a contribution under the “controlled realisation” tax regime or by way of a demerger (“scissione mediante scorporo”) – Effects

September 12th, 2026|

With regard to a demerger by way of a “scissione mediante scorporo” pursuant to Article 2506.1 of the Italian Civil Code, involving the transfer to a pre-existing beneficiary company of assets other than a business [...]

Incorporation of a New Company and Subscription of Share Capital – Subsequent Capital Increase by Means of a Business Contribution under Tax Neutrality – Transfer of the Participation Received – Holding Period

May 31st, 2026|

The analysis concerns the case of a business contribution followed by the disposal of the participation received in exchange. In this regard, an interpretative question arises as to whether the conditions for benefiting from the [...]