Post Deal

The Post Deal phase starts following the acquisition of a portfolio company. Our focus in this phase is to ensure that the acquired portfolio company is correctly and efficiently integrated with the acquired group. We also prepare a plan to manage identified tax risks.

PE Portfolio Tax will initially assist in value creating tax activities by prioritizing between different activities identified. Activities which reduce risks and create value together with their implemented time factor will be prioritized during this phase.

Prioritization of risks and integration aspects

In the Post Deal phase, we assist in ensuring an efficient and correct integration between existing and new parameters regarding e.g. financial commitments, upstreaming of funds, holding company integration, transaction costs, VAT and transfer pricing. We visualize identified actions and prioritize between these based on a hands-on well proven developed tool named the PE Portfolio Tax Heat Map. 

Strategic tax management

Working strategically also within the area of tax will result in better long term planning, improved cash flow position and lower costs - all of which are value creating factors and contributes to the overall value of the business. We plan, discuss and assist with building a tailored strategic tax plan which ensures correspondence between preferred tax structure and the operational business plan.

Read more about advice in connection with transactions

M&A Tax

M&A Integration & Carve-out