There is a lot at stake. Time is of the essence. Sound judgement, as well as professional advice, are vital. Having access to a global network of experts and a team solely tasked with providing transaction advisory services can make all the difference.
The Transaction Advisory Services group at GetFive advises clients (strategic and financial buyers, sellers, and lenders) throughout the transaction life cycle, covering domestic and cross-border transactions. Our unique value proposition is centered on maximizing return by leveraging the power of our analytical insights and diverse professional backgrounds.
Transaction Advisory
By applying our expertise in this space, we can anticipate your needs and suitably advise you on the restructuring approach that may be adopted.
We assist in:
Identify alternative corporate restructuring options that may be available
Review the restructuring from all stakeholders' perspectives (shareholders, promoters,
employees, vendors, business partners, etc.)
Analyze possible tax costs associated with it, suggest appropriate tax and cash rationalization options, and identify regulatory hurdles if any and help appropriate decision making
Our team of restructuring specialists can help in a variety of areas:
Business Segment Restructuring / Realignment – Core vs. Non-core
Value Consolidation
Cross Border Merger
Value Unlocking
Planning out HoldCo / OpCo Structure
Joint Ventures / Tie ups
Family Trust & Estate Planning
Capital Restructuring
Optimum utilization of Treasury
Pre-IPO structuring
GetFive specializes in financial due diligence and offers a proactive and pragmatic approach that mitigates risks and provides value beyond the transaction.
Partnering with you, we identify and mitigate transactional risks, help you make an informed decision, and provide tailored recommendations on deal-related challenges.
Our approach to due diligence provides insights on:
Quality of revenue - Identifying the key business drivers
Quality of earnings - Ascertaining the sustainability of earnings
Working capital - Normalising for seasonality and one-off items
Net debt – Estimating immediate cash outflows
Contingent liabilities - Summarising the significant exposures
Tax positions - Assessing the history of claims and risk areas
Our tax and financial due diligence service would assist you at various stages of investment life cycle:
Private Equity due diligence Services that help PE firms evaluate a potential investment in another company.
Buy-side financial due diligence: We conduct due dilignce in line with the purchase/acquisition requirements of our corporate clients.
Sell-side/vendor initiated financial due diligence: Assists a prospective purchaser in making a well-informed deciion by considering the management's views and comments on the identified issues.
Vendor Assistance: Identifies potential problems that could derail an exit or helps clients resolve value-impacting issues at a ery early stage in order to correct them.
Think about what it would be like if another person sat at your desk. It could be someone you have chosen, trained, and trusted. Or it could be someone you’ve never met. The talented team at GetFive can assist you and your family in preparing your business for the transition.
Plan your succession with our help
Obtaining a deep understanding of the business and its existing holdings and control structures
Knowing what family requirements are
Planning tax and regulatory options based on detailed discussions with family members
Planning the implementation of the selected option - Trust vs. Will
Aid in the implementation of the road map, including seeking regulatory clarifications/approvals as needed
Cross Border Transaction Advisory
We are dedicated to delivering innovative capital markets and advisory solutions to corporations, institutional investors and private equity clients looking to explore cross-border opportunities between USA, Canada, Australia, Dubai, UK, New Zealand and European countries.
In addition to facilitating regulatory processes of business' establishment and growth, we also provide counseling in structuring and transaction documentation.
Through our offices in New York and India, we can assist you in setting up companies in India as well as in the U.S., Canada, Australia, Dubai, the UK, New Zealand, Europe, and other countries.
Our broad range of cross border tax advisory services includes:
Structuring of Inbound and Outbound Investments
Validating the various modes of inbound and outbound investments such as branch offices, project offices, liaison offices, joint ventures, limited liability partnerships.
Assistance on migration from one structure such as branch office, project office, etc. to another such as subsidiary company
Analysis and interpretation of various DTAAs and recommendation on suitable option for business activities
Suggestions on modes of investments considering funding/ repatriation requirements
Preparation and filing of Tax Returns of foreign assesses including their employees in India
Evaluation of Place of Effective Management and Permanent Establishment testing under constantly changing regulatory framework
Guidance on other facets of international taxation such as Equalization Levy, CFCs, Thin Capitalization Rules, etc.
Advice on Withholding tax related issues considering provisions of DTAA, Domestic Law and MLIs
Assistance on filing Lower/NIL TDS Applications u/s 195/ 197 of the Income-tax Act, 1961
With the growth of inbound investments and exports, FEMA compliance has increased. We can assist you with all compliances tied to such investments. We also advise on how to structure investments and transactions while taking into account law, tax, and feasibility aspects and find solutions to complex problems.
Compliance with transfer pricing regulations plays a significant role in pricing arrangements in international transactions among Associated Enterprises. The international transactions include transfers of intellectual property, tangible goods, services, loans or other financial transactions. Our main focus lies in offering advice which integrates both commercial considerations and tax considerations with our expertise.
Our broad service range includes:
Developing a transfer pricing policy based on business needs
Assisting with the negotiation of APAs and strategizing global dispute resolution.
Assessing the impact of proposed changes in regulations such as the Specified Domestic Transaction
