Sale of the company and/or its assets

Evaluating the company and/or its assets

Anticipating and managing conveyance

Whether it is a matter of choice or it is necessary for personal, family or professional reasons, at the time of retirement for example, all the aspects and repercussions of the conveyance of the company must be anticipated and managed.
This is the key time for the managing director, whether or not he has created the company, to estimate the value of the company in order to anticipate the definitive product of his financial and human investments.

This is the key time for the managing director, whether or not he has created the company, to estimate the value of the company in order to anticipate the definitive product of his financial and human investments.

In such a context, Thémis offers a certain number of preliminary social, fiscal, accounting and legal audits, the latter of which covers the rental and real estate aspects, a review of the company’s intellectual property (trademarks, logos…) and the ongoing litigations and disputes.

The evaluation of the company and its assets is the first stage, but it doesn’t stop with an accounting analysis of the company’s balance sheet; a true diagnosis must be performed in order to determine how this value can be optimized, anticipating possible legal, administrative, labor difficulties to be settled prior to the sale, and providing support for the company’s strong points.
Then the firm’s attorney will propose a calendar and the terms and conditions of sale which will best serve the managing director’s interests, in particular in the domain of the taxation of capital gains.

In the realm of taxation, anticipating the conveyance thoroughly requires a review of the company’s capital structure and of the terms of the company’s management at least two years prior to its conveyance, and even five years in certain cases in order to have adequate tools of optimization (donations, the Dutreil scheme tax on wealth...)

Thémis then proposes to accompany the managing director at all stages of the transfer, from the search for a buyer and advice provided in all domains, down to the drafting of the legal instruments and performance of the ensuing formalities, including financial negotiations with the buyer.

After the sale, Thémis assists the seller regarding its possible liability in the framework of the guarantee of liabilities, a guarantee which will have been negotiated upstream to the best of its interests (franchises, ceilings…), in particular in light of the financial guarantees to be provided to the buyer.

The firm also handles all the managing director’s personal tax returns following the transfer.
 

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