Corporate structuring and restructuring

The fast changing economic climates, varying consumer trends and company expansion often demand a change in the company’s overall structure. At Zeta, we are ideally positioned to assist clients with these changes, not only in deciding what the necessary adjustments are but their implementation as a whole.

Transaction structuring

Effective structuring, be it a tax, financial or corporate, is key to successful transactions. By providing a swift diagnosis of the transaction objective, we will be able to advise and determine the appropriate route to be followed. Clients will be presented with selectively chosen alternatives for achieving their goals, whilst taking into account the accounting, tax, legal and shareholder concerns.

Potential issues you may be considering:

• IPO (pre-IPO capital reorganisation, distributable reserves planning, method for achieving exit for current shareholders);
• Return of value/surplus cash;
• A demerger;
• Refinancing/securitisation;
• Group re-organisation;
• Improving the efficiency of your legal entity group structure.

Legal structuring

Our legal advisors are here to help corporations, High Net Worth Individuals and families grow and protect their wealth. Our focus at Zeta is to provide integrated legal advice to create and implement an overall strategy.

We can assist in the following areas:

• Trust law (establishment of Foundations and Trusts);
• Civil law (gift contracts and real estate transfer agreements);
• Company law (establishment of partnerships and companies, pooling agreements, family constitutions, and cross-generation contracts);
• Structuring the deal, whilst taking into account the jurisdiction’s regulatory requirements and applicable laws;
• Preparation of a detailed action plan;
• Documentary, registration and regulatory support.

Tax Structuring

Modern day investors have access to a vast array of international tax planning solutions, regardless of their nationality or domicile. By drawing on investment products and services with tax benefits there are numerous possibilities to legally avoid taxation or be able to choose the place of taxation.

Being strategically located in a number of jurisdictions that offer numerous fiscal benefits, we are able to help wealthy investors, families and businesses make use of tax efficient investment and savings solutions from local as well as international investment and savings service providers.

Upon structuring your investment strategy our specialist unit is dedicated to designing solutions that optimise your tax situation.

Our core services include:

• Tax-efficient management of your financial affairs;
• Tax-efficient investment structures;
• Advice and arrangement of tax-advantaged products;
• Advising on the incorporation and functioning of the holding and sub-holding companies;
• Advice and administration of trust arrangements;
• Tax compliance;
• The tax treatment of split-ups and liquidation transactions;
• Structuring collateral and guarantees.

For companies, families, and High Net Worth Individuals facing financial under-performance or crisis, we deliver restructuring solutions and to help build a solid platform for recovery. Our experience and global industry relations enable us to deliver solutions to the individual cases and needs of our clients.

The solutions that we implement in such situations include:

• Business deconstruction/reconstruction techniques;
• Optimisation of working capital (receivables, payables, and inventory);
• Portfolio value optimisation, value creation and maintenance strategies;
• Portfolio reorganisation (financial restructuring, options, evaluation, and negotiation).

Financial structuring of a transaction would involve defining the following key parameters:A list of assets to be acquired

• A list of assets to be acquired;
• An analysis of the financial options;
• Structure of consideration;
• Consideration of “cash in clauses”;
• Net debt and working capital targets;
• The size, structure and schedule of payments;
• Any special conditions between third parties.