Before you are paid
The tax on the transaction, worked out in good time.
Before you are paid, know how much is yours and where it will land.
After the sale
When a company is sold, what matters is not the day of signing but what has been put in order before you are paid: how much goes in tax, where the money is received and who decides what to do with it.
We bring the firm’s four areas together to prepare that moment. We do not propose where the money goes: that is for you, with the authorised entity you choose.
- Type of engagement
- Fixed-scope project
- Indicative timing
- It starts before you are paid and ends with the tax on the transaction being paid; the transaction sets the timetable.
- Fees
- In writing, before we start
- Who provides and signs
- Pearson Specter, with its four areas. Legal documents are signed by a qualified lawyer from our associate firms and, for whatever is done with the money afterwards, by the authorised entity you choose.
When it is needed
- You have signed, or are about to sign, the sale of your company or of a significant stake
- You are about to receive a large sum and want to know how much will be yours, and when
- You want to decide calmly what to do next, with no rush and no pressure from anyone
Why it matters
An order
Where the money arrives and which structure receives it.
The four areas
Corporate, Private Clients, Legal and Investments, coordinated by one firm.
What is included
- A tax note on the transaction, before you are paid
- A liquidity reserve for the tax
- The structure that receives the money: an individual or a holding company
- An inventory of what comes in
- A calendar of tax payments
- Coordination with the authorised entity you choose
What is not included
- Proposing where to invest the money or recommending products
- Moving, holding or managing the money: you receive it yourself, in your own accounts
- Negotiating the sale of the company: that is for the Corporate area and its Corporate service
Who it is for
- Business owners who have sold their company or are about to
- Shareholders about to be paid for a major transaction, in one payment or several
How it starts
A first meeting, confidential and with no commitment, with what you already know about the transaction: who is buying, for how much and when.
What to bring- The sale and purchase agreement or letter of intent
- The expected payment schedule
- The company’s latest annual accounts
- Your latest income and wealth tax returns
What you receive
- 01Tax note on the transactionOne page with the estimated tax cost, the deadline and the legal alternatives, before you are paid.
- 02Liquidity reserveHow much it makes sense to set aside for tax, and when it falls due.
- 03Structure that receives the moneyAn individual or a holding company, with the tax consequences of each.
- 04Inventory of what comes inWhat is paid, when and into which account.
- 05Payment calendarEach tax on the transaction, with its date.
Frequently asked questions
Will you tell me where to invest what I am paid?
No. We do not propose where the money goes. We help you put in order what comes in, understand the tax and reach your authorised entity with clear questions.
Does it have to start before signing?
Yes, that is the sensible way: the tax note and the structure that receives the money are decided before you are paid, not after.
“The sale is decided at the table. What comes after is prepared before.”
Guidance only. Pearson Specter is not an investment services firm: it does not propose where the money goes or recommend products.
Related in other areas
Other services in this areaInvestments
A conversation, whenever you decide.
We reply to every enquiry within 24 working hours, in strict confidence.
The first thing we will ask for: the sale and purchase agreement or letter of intent.