Transaction Tax Advisory Services

The Transaction Tax Advisory team at EY supports stakeholders throughout the transaction lifecycle, including acquisition, ongoing operations and exit. They cover all phases of M&A, from advisory to implementation, providing commercially focused, globally aligned, and tax and regulatory compliant solutions.

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What EY can do for you

In today's evolving global tax and regulatory landscape, transaction taxes are the key driver of transaction success. Whether it is a merger, acquisition, acquisition during the insolvency resolution process, IPO, group restructuring, capital restructuring including buybacks, capital reduction or estate, succession planning, tax and regulatory issues can impact deal value, compliance, and execution certainty. Complex regulations, cross-border dynamics, and increasing scrutiny from various stakeholders demand agile, forward-thinking strategies for taxes and regulatory compliance.


What EY Transaction Tax Advisory can do for you?

The International Tax and Transaction Tax Advisory team at EY provides comprehensive support across the transaction lifecycle, from initial planning and due diligence to implementation and integration, restructurings, and exit planning. We work with corporates, private equity funds, family businesses, and promoters, including ultra-high-net-worth individuals (UHNIs) and venture capital funds.  We evaluate tax-efficient structures, uncover opportunities, and minimize risk.

Our offerings include merger and acquisition (M&A) tax structuring (including demergers), share or business acquisitions tax strategy, liquidations, IPO readiness, distressed asset acquisition (including acquisitions under Insolvency and Bankruptcy code, or (IBC), internal business realignment, and succession and estate planning, among others.


M&A and investment structuring


Tax due diligence
 


IBC and distressed Asset advisory


Reverse flip and entity redomiciling



Exit planning
 


Post-deal integration
 


Internal restructurings and group realignment


Succession planning
 



IPO tax services

We assist throughout the IPO journey, from pre-IPO restructuring and promoter tax planning to Draft Red Herring Prospectus (DRHP) disclosures and post-listing compliances. Our support spans capital structure optimization, value consolidation prior to listing, carve out of non-core assets, ESOP planning, conversion of instruments, validation and advice on tax positions to be taken on a going-forward basis, and assessment of exit tax implications for selling shareholders. This includes implications from the perspective of the company and other relevant stakeholders, including promoters, and other investors, financial and strategic, both residents and non-residents, with or without treaty entitlements from diverse jurisdictions.

Pre-IPO

Post-IPO

Evaluate strategic options

Select the right internal and external IPO team

Kick-off due diligence and restated financial statements

Deliver on your promises

Develop clear roadmap for shortlisted options

Focus on long lead items like capital structure, governance, finance controls, etc.

Finalize prospectus for regulatory approval

Mobilize investor relations, manage investor expectations with efficient forecasting

Prepare a holistic plan for key areas- commercial, finance, tax, etc. 

Launch investor road shows

Deliver high quality external reporting and disclosures, and good corporate governance 

Build IPO order book


Why choose EY Transaction Tax advisory?

 

 

With a strong Indian and global network, sector-specific experience, and a multidisciplinary approach, EY helps clients turn tax into a competitive advantage, supporting them in executing deals with clarity and confidence.

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Holistic approach
 

Commercial lens
 

Global expertise
 

Experienced teams across domains


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