Case history
Generational transition and preferential assignment of assets to shareholders
PROACTIVE AND WIDE-RANGING BUSINESS CONSULTING FOR THE OPTIMISATION OF COMPANY ASSETS AND RESOURCES.
The client company’s wish was to be able to take advantage of the temporary preferential regime for the assignment of assets to shareholders.
At Studio Bongiorni we optimised our intervention by offering the client succession planning preparatory to a more successful operation. With such an operation, we have enhanced the management of company and family assets and enabled the transition of assets from the company to its shareholders in a strategic way.
Our team of experts conducted a comprehensive assessment of corporate and family wealth, identifying the risks, opportunities, and tax implications of such a transaction. The results were the effective management of the company’s assets, a reduction in the tax burden and an increase in shareholders confidence and satisfaction.