Private Company Services
Deloitte helps private companies, their owners, and high net worth individuals to understand, plan and execute effective business and tax strategies - adjusting course when needed to respond appropriately to potential tax consequences of new legislation and evolving market conditions.
- Business Succession Planning
- Income Tax Advisory and Compliance Services
- Owner and Family Wealth Planning
- International Tax and Estate Consulting
- Valuation of Corporate Stocks
Business Succession Planning
A successful business succession, passing down management responsibility and ownership of a company to the next generation, requires good strategy, preparation and execution.
Deloitte helps owners properly manage all tax aspects of their successions, including those involving the transfer of management and/or ownership to outside the family, through gifts, transfers, group reorganizations, etc.
Deloitte's global network enables owners with operations overseas to plan and to comply with the laws in local jurisdictions.
Income Tax Advisory and Compliance Services
Ongoing legislative and regulatory changes, along with an increased tax authority focus on high net worth individuals, create a demanding environment for private companies and owners seeking to understand their tax liabilities and risks.
Deloitte is experienced in addressing the complex relationships among the private business enterprise, its owners, family offices, and employees of the business enterprise or family office. Deloitte helps private companies and their owners evaluate the potential tax consequences of various business and personal wealth decisions, keeping tax, business and personal objectives in mind. Deloitte can also advise on changes in the tax and economic climate, and help resolve disputes with tax authorities.
Owner and Family Wealth Planning
Individuals and families with substantial assets often face difficult decisions associated with protecting and extending their legacy. Deloitte is experienced in addressing the many facets of wealth planning for private company owners and their families. Our professionals assist private business owners in exploring the issues relevant to wealth preservation and the transmission of wealth to future generations. Deloitte’s estate tax specialists work closely with a private client’s other professional advisors to address the complex issues involved in estate, gift, inheritance, trust, and charitable activities and to develop and implement an estate plan tailored to their needs.
International Tax and Estate Consulting
Increased mobility among high net-worth individuals and families has coincided with the broad expansion of a globally integrated economy - featuring greater cross-border trade and investment - to create an increasingly complex range of global tax issues. Deloitte professionals work closely with clients to resolve questions of tax residency and domicile and to assess the tax aspects of international investment opportunities. We provide multi-jurisdictional tax and estate advice, taking into consideration family mobility, wealth planning and preservation goals, the nuances of investing in specific countries and asset types, and the tax consequences to the family’s private business enterprises.
Valuation of Corporate Stocks
Valuing unlisted corporate stocks for tax purposes can be difficult and sometimes tricky.
Deloitte helps to value not only companies in Japan, but also their overseas subsidiaries in the following situations.
Inheritance and gifting
Buying and selling
New stock issuance
Calculation of net equity value of subsidiaries overseas
Deloitte also provides the following services when valuation of an unlisted company’s stock comes necessary.
Calculating merger and/or share exchange ratios
Valuing stocks upon a non-qualified reorganization
Calculating goodwill generated in a non-qualified reorganization
Strategy for Corporate Growth
A company's strategy for funding growth needs to take into account its distribution policy to shareholders, and alternatives for maximizing corporate value.
For example, issuing new shares or warrants to counterparties during business expansion, and/or to external professionals who would fulfill an important role in management, can be alternative strategies.
Deloitte helps companies form the best capital strategy that can help stabilize their financial position.