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

Cessation of the Permanent Establishment

January 11th, 2026|

  The higher values inherent in the permanent establishment are deemed to be realised, resulting in the taxation of latent capital gains: upon the cessation of the permanent establishment, including cases where the related assets [...]

Territorial Scope of Italian Inheritance and Gift Tax

January 7th, 2026|

General rule Deceased/donor resident in Italy: The tax applies to all transferred assets and rights, wherever located (worldwide taxation). Deceased/donor not resident in Italy: The tax applies only to assets and rights situated in Italy. [...]

One-Coupon” Bonds: no abuse in the timing mismatch

December 2nd, 2025|

In its ruling of 1 December 2025, No. 299, the Italian Revenue Agency provided clarification regarding abuse of law in connection with “one-coupon” bonds where there is a timing mismatch between the issuer’s deduction of [...]