Promoter Restructuring & Succession Planning

Strategic solutions for safeguarding legacy and assets

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Overview

Proper and well-thought-out succession planning is an important aspect for business entrepreneurs to ensure smooth passing on of business and wealth to the next generation in the desired manner. At the same time, the ring-fencing of personal assets from business contingencies is an important aspect given the dynamic nature of business, which encompasses uncertainties.

At BDO India, we collaborate closely with promoters and their family offices and function as their trusted advisors in restructuring the group as well as planning for the succession, keeping in mind the key objectives as well as tax and regulatory considerations.

How BDO India Can Help

The landscape of our service offerings encompasses the following:

  • Advisory and implementation of taxes -effective succession planning for dissecting management from ownership while retaining reporting to stakeholders and devising tax-effective income pay-out mechanisms for core family members or beneficiaries
  • Promoter shareholding realignment
  • Tax-effective consolidation of entities or realignment of business through internal restructuring
  • Pre-IPO restructuring



How BDO India Can Help

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Meet Our Leader

Samir Sheth

Samir Sheth

Partner & Head
Deal Advisory Services
International Liaison Partner
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