Capital and Tax Structuring
Optimize your capital table and tax structure to maximize value for promoters and investors ahead of a public listing.
Optimize your capital table and tax structure to maximize value for promoters and investors ahead of a public listing.
Key Features
Corporate restructuring and Cap-Table optimization
Tax efficient exit mechanism evaluation for OFS
SEBI compliant ESOP scheme design
Succession planning for promoters
Holding structure optimization
DTAA benefit structuring for cross-border investors
Pre-IPO capital raise structuring
Regulatory compliance for capital transactions
Our Process
1
Cap-Table Review
Analyse current shareholding structure and identify optimization opportunities
2
Tax Planning
Design tax-efficient exit and fund-raise mechanisms for all stakeholders
3
ESOP Design
Create a SEBI-compliant ESOP scheme to retain and incentivize key talent
4
Succession Planning
Structure promoter holdings and succession to safeguard long-term wealth
Benefits
- ✓Optimized capital table for clean IPO
- ✓Maximized tax efficiency for promoters
- ✓SEBI-compliant ESOP boosts employee retention
- ✓Smooth OFS execution with minimal tax leakage
- ✓Protected promoter wealth and succession
- ✓Stronger investor confidence in company structure