Tax Structure Advisory

Required Inputs

• Entity/Group Description: Current corporate structure, entity types, and jurisdictions of incorporation and operation.
• Business Objectives: Expansion, restructuring, IPO readiness, M&A, or operational efficiency.
• Revenue Geography: Where revenue is generated and where customers are located.
• Key Functions & Assets: Where management, IP, employees, and tangible assets reside.
• Target Jurisdictions: Countries or states under consideration for new entities or migrations.
• Transaction Context (if applicable): Nature of deal (M&A, joint venture, spin-off, carve-out).
• Existing Tax Attributes: NOLs, tax credits, basis positions, and intercompany balances.
• Ownership Profile: Individual, corporate, PE fund, or public shareholders — and their tax residency.

Execution Steps

1. Current Structure Assessment

Map the existing group structure and identify pain points: