Taxsavo Consultants Private Limited · Jamshedpur · Ahmedabad · Bengaluru

Transactions & valuation

Mergers, restructuring and valuation advisory

The structure of a transaction decides its tax cost, its stamp duty and the approvals it needs. We design the structure, model its tax consequences and coordinate the agreed filings and workstreams through each stage of the engagement.

What we do

Transaction services

Mergers and amalgamations

Schemes before the NCLT, and fast-track mergers where the companies meet the current eligibility conditions.

Demergers and restructuring

Separation of business undertakings and reorganisation of group holding structures.

Conversion of entities

Proprietorship or firm to company, private company to LLP, and other conversions, with the tax conditions reviewed.

Business transfers

Slump sales and asset transfers, with the income tax and GST treatment planned in advance.

Buyer-side due diligence

Financial and tax due diligence for investors and acquirers before they commit.

Seller readiness

Records, reconciliations and a data room prepared before a buyer or investor starts due diligence.

Valuation advisory

Analysis of business, share and intangible values for fundraising, transactions, tax and FEMA purposes.

Who does what. Taxsavo prepares the structure, the tax analysis, the scheme documents and the filings. Where the law requires a report or certificate from a registered valuer, a merchant banker, a Chartered Accountant or an advocate, it is issued by an eligible independent professional, and the scope is confirmed for each engagement.

How a transaction runs

From first discussion to completion

Typical situations

Group simplification, bringing in an investor, separating a business, succession, or selling a unit.

What we need first

Shareholding, latest financial statements, the objective and the intended timeline.

Stages

Options and tax impact, chosen structure, documents and filings, approvals, and post-completion compliance.

Deliverables

Structure note with tax computation, step plan, draft scheme or agreements, and a filing tracker.

Frequently asked questions

How long does a merger take?

A scheme before the NCLT usually takes several months, depending on the bench and the objections received. A fast-track merger, where eligible, is generally quicker. We give you a stage-wise timeline once the structure is chosen.

Is a merger tax-neutral?

It can be, if the conditions in the income tax law are met, such as the transfer of all property and the continuity of shareholders. We check each condition before the scheme is drafted.

Do you issue the valuation report?

Where the law requires a report from a registered valuer or a merchant banker, it is issued by an eligible independent professional. We prepare the analysis and coordinate the report.

Planning a transaction?

Share the outline and we will explain the structuring options and the approvals involved.