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DEYour Partner for Sustainable Success
With a deep understanding of the constantly shifting global tax requirements, Paulson and Partners offers solution-oriented advisory services tailored to the needs of family-owned businesses and investors. Our goal is to make your tax obligations transparent and efficient while guiding you towards achieving your business objectives and personal interests.
Rely on Paulson and Partners’ comprehensive expertise to sustainably secure your wealth and maximize growth potential – across generations.
International Tax Planning
In a globalized market, our international tax planning team provides specialized support for cross-border transactions and international business expansions. We ensure that your global operations remain compliant and strategically optimized to mitigate tax risks and capture global opportunities.
What Paulson and Partners Can Do for You
Navigating the complexities of cross-border tax situations is essential for global business success. At Paulson and Partners, our dedicated team of international tax professionals supports clients with comprehensive solutions for cross-border transactions, tax analysis, reporting, and risk management.
Our international tax advisors offer leading-edge consultancy services to support multinational corporations in achieving tax efficiency and gaining a competitive edge. Leveraging our global network, we bring together tax expertise from diverse jurisdictions to help clients optimize their overall tax position while meeting local requirements.
Our team combines specialized tax and business advisors dedicated to supporting your individual objectives with expertise in
Family Wealth Management and Tax Advisory
- Strategic tax planning and reporting for business owners and their families
- Succession planning and generational wealth transfer
- Establishing and optimizing Family Offices and implementing governance frameworks
Tax Advisory for Private Businesses
- Structuring and reorganizations, capitalization strategies, and liquidity management
- Effective tax planning for optimized cash flow and tax efficiency
- Compliance and reporting obligations
Risk Management and Dispute Resolution
- Proactive risk management strategies for tax issues and support with tax controversy
Why Strategic Advisory Matters
Global Treasury and Capital Structure
Multinational companies face increasing challenges in managing business and market risks while meeting legislative requirements and regulatory scrutiny. Our global treasury team, comprised of tax experts across key markets, delivers strategies for tax-efficient financing and risk management, addressing aspects such as capital restructuring, foreign currency risk, and cash repatriation. Our services optimize cash flow, reduce effective tax rates, and support companies in financing both domestic and cross-border activities.
Business Models and Supply Chain Optimization
With the OECD’s Base Erosion and Profit Shifting (BEPS) guidelines reshaping global supply chains, businesses need efficient operating models. Our Operating Model Effectiveness (OME) team combines expertise in advisory, tax, legal, and assurance services to assist clients in enhancing supply chain efficiency and minimizing tax risks. We provide guidance on procurement strategies, intangible asset management, and mitigating permanent establishment risks, all of which contribute to building sustainable, tax-efficient business models.
Corporate Structure and Treaty Qualification
As regulatory scrutiny of legal entity structures intensifies, organizations must align their corporate structure with tax-efficient strategies. Our professionals assist in legal entity rationalization, ensuring compliance with international requirements, including the OECD’s multilateral instrument (MLI), local anti-avoidance rules, and treaty qualifications. We help mitigate the impact on tax attributes while managing withholding and capital gains tax implications across jurisdictions.
Cross-Border Tax Operations
Recent years have seen a surge in reporting obligations for international transactions, including transfer pricing documentation, country-by-country reporting, and controlled foreign company (CFC) reporting. At Paulson and Partners, we help clients meet these requirements seamlessly, evaluating the impact of reporting obligations and ensuring compliance. Our team provides expert guidance on addressing U.S. global intangible low-taxed income (GILTI) and the EU Mandatory Disclosure Regime, ensuring your global tax footprint remains compliant and optimized.
Strategic Guidance for Transactional Success
For companies approaching a major transaction, developing a comprehensive strategy is essential to respond, recover, and proactively shape future growth. At Paulson and Partners, we focus on the tax, legal, and workforce implications of transformative changes, providing integrated solutions that maximize transaction value.
How Paulson and Partners Can Support Your Transaction
Our team of advisors delivers end-to-end strategic, legal, and workforce guidance tailored to support growth and transformation. Leveraging Paulson and Partners’ full range of services, we help businesses establish trust, embrace change, and drive sustainable growth through every stage of the transaction lifecycle — now, next, and beyond.
Key Services
Paulson and Partners is your partner in navigating the complexities of transformational transactions. We combine tax, legal, and workforce expertise to create a holistic approach that drives value, aligns with your vision, and supports sustainable growth in every phase of your transaction journey.
M&A Tax Planning Cross-border transactions introduce complex tax challenges. Our international tax professionals offer expertise in analyzing and managing tax implications for mergers and acquisitions, ensuring regulatory compliance, optimizing tax structures, and minimizing risks. We provide detailed analysis, reporting, and risk management to support informed decision-making in all stages of your M&A.
Transaction Law In today’s evolving market, successful transactions require skilled legal guidance to navigate complexities and reduce risks. Our transaction law advisors provide comprehensive support to ensure deals are structured effectively, address regulatory requirements, and protect your interests. We assist with due diligence, contractual agreements, and compliance, empowering you to manage every facet of your transactions.
Workforce Transactions and M&A
Workforce integration is critical to the success of any transaction. With people representing the largest cost and greatest risk post-deal, we offer strategies to manage financial risks, align workforce structures, and address pension or compensation plans. Our services help embed your new workforce effectively, fostering long-term business performance and resilience.
Tax and Finance Operate Our tax and finance operate solutions provide actionable insights to manage risk, extract data-driven value, and streamline operational efficiencies. By leveraging innovation and advanced analytics, we help you stay agile and competitive in the evolving tax landscape.
Revolutionizing Tax and Finance Operations
In a world where tax and finance functions are under increasing pressure to do more with less, our TFO model helps your organization stay agile and compliant. By co-sourcing selected functions, you gain:
Risk Management and Enhanced Visibility With standardized workflows and real-time dashboards, you gain transparency and control over global filing obligations. Monitor tax obligations and controversies worldwide with ease, ensuring confidence in compliance and strategic decision-making.
Data-Driven Insights Transform raw data into strategic insights through structured data management, analytics, and visualization tools. Our approach enables your tax and finance function to generate new value, providing actionable intelligence to support your broader organizational goals.
Continuous Innovation Supported by AI, machine learning, and the Paulson Global Tax Platform, we deliver innovative perspectives tailored to your business. This continuous improvement model ensures your operations stay at the forefront of technological advancements.
Operational Efficiency Through our advanced technology, standardized processes, and global service centers, we execute tasks efficiently, allowing your team to focus on strategic matters like tax planning and risk mitigation.
Talent Excellence In a rapidly changing landscape, understanding tax policy and staying abreast of legislative developments globally are crucial. Our dedicated client service team, supported by 54,000 tax professionals across 140 countries, ensures your organization is consistently in compliance. While you retain control over strategy, we help fulfill your compliance needs seamlessly.
Leading Technology Powered by Microsoft Azure, the Paulson Global Tax Platform (GTP) provides real-time data sharing and process automation. Its plug-and-play architecture enhances global tax visibility and control, improves data quality, and leverages high-value analytics to uncover new opportunities.
Partnering with Paulson and Partners through our TFO solution brings your tax and finance functions into a future-ready operating model. Through co-sourcing, we help manage risk, boost data insights, and drive efficiency, allowing you.
We offer strategic support for indirect tax obligations and global trade compliance. Our indirect tax team assists with planning and resolving tax controversies, ensuring that your business remains compliant across jurisdictions while minimizing financial exposure.
Indirect Taxes and Global Trade Advisory
Understanding the nuances of indirect tax regulations and applying them accurately is critical to avoid assessments, penalties, and customs delays that can impact your operations at airports, harbors, and borders. Our team offers strategic guidance on indirect tax compliance, helping businesses reduce the risk of disagreements with tax authorities due to complex local legislation and evolving business models.
Proactive Compliance and Controversy Management
We guide clients through the indirect tax landscape, ensuring they meet their tax obligations and minimize the risk of disputes. In the event of disagreements, our team is equipped to help you resolve tax controversies effectively.
Collaborative Engagement with Customs and Trade Authorities
By fostering open dialogue with customs authorities, government officials, and business stakeholders, we work to address trade policy impacts, streamline compliance, and support the principles of free trade.
With our in-depth expertise in international trade and indirect taxes, Paulson and Partners offers the insights and support needed to navigate regulatory challenges across borders, optimize your tax strategy, and maintain smooth, compliant operations. We help you mitigate risks and turn complex indirect tax requirements into strategic advantages.
Family Enterprise Advisory for Lasting Legacy
Unlike corporate businesses, family enterprises face unique dynamics. The interests of individual family members may vary widely: some may wish to continue the business legacy, while others aim to explore transformative changes. Beyond traditional concerns like governance, succession, and wealth management, emerging priorities—driven largely by the next generation—include diversity, talent development, digital transformation, philanthropy, and inclusive capitalism.
At Paulson and Partners, our approach is built on the Family Enterprise DNA Model, designed to align personal and business goals.
Family As family-owned businesses expand, establishing a robust succession plan becomes essential for ensuring continuity and stability across generations.
Values Family values guide both business and personal decisions, intertwining fiscal, legal, and financial considerations with the values held by family members.
Business As family enterprises distribute profits among multiple generations, sustainable business growth and profitability become critical to maintaining harmony and financial stability.
Assets Managing increasing family wealth requires a professional approach, often through family office functions, to optimize and protect family assets.
Strategic Corporate and Commercial Law Advisory for Global Success
Our Corporate and Commercial Law teams deliver expert advice across key business areas, including employment and benefits, environmental law, intellectual property, finance, and tax law. We cover the full scope of legal issues that can arise in a single transaction, enabling you to seize today’s business opportunities while maintaining compliance across jurisdictions.
Corporate Law Expertise
Company Law We assist companies at every stage of their corporate lifecycle—from establishment to growth, restructuring, and beyond. Our services include:
- Comprehensive support for daily legal needs across various legal forms.
- Strategic guidance and implementation of corporate reorganizations.
- Domestic and cross-border transactions such as mergers, acquisitions, and joint ventures.
- Counsel for equity investments, change of control transactions, and compliance programs.
- Ongoing corporate legal secretarial services to ensure regulatory adherence.
Commercial Law We advise on a full spectrum of commercial contracts to support business operations across different markets, including:
- Outsourcing agreements and distribution contracts.
- Software licensing, development, and product marketing.
- Agreements related to manufacturing, supply, maintenance, and support.
- Collaborative contracts and online terms for digital products.
Shareholder Disputes and Corporate Governance We handle disputes among shareholders, board members, and companies, providing guidance on:
- Claims and legal actions related to board resolutions and shareholder meetings.
- Corporate dissolution cases and director liability matters.
- Advisory on corporate governance practices, supporting board committees, directors, and institutional investors.
In an ever-evolving financial landscape, restructuring and insolvency require sophisticated solutions. Our team offers multidisciplinary expertise, including real estate, pensions, and employment law, to help businesses through restructuring or distress situations:
Corporate Restructuring
- We facilitate various restructuring processes, from debt rescheduling and equity swaps to work-outs and standstills.
- Assistance with capital restructuring and mergers or acquisitions to avoid formal insolvency.
Insolvency Dispute Resolution
- Full support in bringing or defending avoidance actions, managing director sanctions, and asset protection.
- Cross-border asset recovery, debt restructuring, and creditor negotiation services to preserve business continuity.
With rigorous scrutiny over mergers and competition law, businesses need an experienced partner. Our team offers deep insights to help you navigate merger control requirements for both local and cross-border transactions. Services include:
- Strategic analysis and multijurisdictional review of merger control regimes.
- Market analysis and document preparation, including regulatory filings and engagement protocols.
- Advice and representation during competition authority investigations, including any required divestments or remedies.
In the event of a dawn raid, a rapid response is essential. Paulson and Partners offers extensive on-site and virtual support to ensure that competition authorities adhere to their legal boundaries. Our services encompass:
- Immediate response capabilities with legal, data, and IT forensic support.
- Comprehensive assistance during and post-raid, including data processing and context analysis.
- Representation and guidance throughout any investigation and subsequent legal procedures.
With a collaborative approach, Paulson and Partners integrates cross-functional expertise to provide businesses with the legal insights needed to thrive in a global environment. We stand by our clients from strategy to execution, ensuring compliance, minimizing risk, and maximizing growth potential.
Strategic Workforce and Employment Law Advisory
Understanding the intricacies of labor and employment laws is essential for organizations undergoing cross-border transformations. At Paulson and Partners, we help companies manage these complexities through:
Proactive Labor Law Compliance We assist in navigating the diverse labor laws across countries, enabling businesses to anticipate potential challenges and streamline global or regional projects with agility and efficiency.
Multijurisdictional Project Coordination With our global network and multijurisdictional expertise, we support corporate leaders in evaluating, designing, implementing, and coordinating transformation projects across multiple regions.
Comprehensive Legal Support and Guidance Our team, along with access to an international network of employment law experts, offers up-to-date, in-depth knowledge on labor practices. This support allows for precise, responsive actions that align with local legal frameworks and business goals.
When your business undergoes restructuring, acquisition, or expansion across borders, leveraging Paulson and Partners’ workforce advisory services offers:
Enhanced Compliance and Risk Management We provide insights on the labor-related implications of your transformation, ensuring compliance with employment regulations specific to each region.
Efficient Project Execution Our coordinated, well-structured approach helps streamline workforce transitions, minimizing delays and managing costs.
Informed Design and Implementation of HR Strategy We advise on every aspect of employment law and HR compliance requirements, ensuring that your business transformation aligns with your strategic objectives and timelines.
Partnering with Paulson and Partners gives you the advantage of an experienced, globally connected team dedicated to guiding your business through successful workforce transformations in a fast-evolving regulatory environment.
Transformative Legal Services for the Modern Enterprise
As businesses face mounting pressures from rising costs and stringent regulations, there is a growing demand to modernize the legal function. Many legal departments seek to enhance efficiency, transparency, and data-driven insights, allowing them to become integrated, strategic partners within the organization. Paulson and Partners provides a clear roadmap to guide this transformation by leveraging technology, data analytics, and multidisciplinary expertise to drive impactful change.
Legal Managed Services Our legal managed services team is dedicated to enabling in-house legal departments to integrate more deeply with other business functions. By fostering process innovation and focusing on analytics and risk management, we help reduce costs, increase scalability, and free up in-house resources to concentrate on strategic priorities.
Legal Function Consulting Our consulting team works with clients to optimize their legal processes, talent models, and technology strategies. We deliver end-to-end support, from initial analysis and design through full implementation. Our services help create cost-effective, innovative, and sustainable operating models within the legal function, encompassing:
Strategy and Operating Model Design and implement robust legal strategies and models that align with broader business objectives.
Process Improvement Streamline and enhance legal workflows for greater efficiency and consistency.
Technology and Innovation: Deploy cutting-edge legal technology solutions that integrate seamlessly with the broader business infrastructure.
Data Strategy and Reporting Establish data-driven strategies to optimize legal reporting and decision-making capabilities.
Our approach centers on creating a connected ecosystem that brings the legal function into alignment with the entire business process. Leveraging cross-functional expertise and a multidisciplinary perspective, Paulson and Partners embeds the legal function within the fabric of the organization, driving both immediate solutions and long-term strategic growth.
By choosing Paulson and Partners, businesses benefit from a tailored approach that combines legal, technological, and operational insights. Our aim is to empower the legal function to operate with agility, deliver transparent, data-rich insights, and become a vital contributor to the organization’s overall success.
Let Paulson and Partners be your strategic partner in transforming the legal function into a powerhouse that supports growth, ensures compliance, and enhances organizational value.
Private Client Audit Services
Our approach begins with a deep understanding of your private business’s unique goals and audit needs. Using our proprietary 7 Drivers of Growth framework, we provide an interactive process that helps assess your operations against industry-leading practices. This enables us to identify how each function in your business can enhance customer value and accelerate growth, moving beyond traditional audit approaches.
Paulson and Partners leverages Paulson Canvas, a fully online, global auditing platform that ensures a streamlined, consistent, and highly integrated audit experience. Through the Paulson Canvas Client Portal, you gain secure, real-time access to your audit team, enabling a transparent view of the audit process and facilitating direct, effective communication.
Our audit service incorporates Paulson Smart Automation, a hub of robotics and advanced automation techniques integrated within Paulson Canvas. By automating routine audit tasks, we minimize administrative burdens, allowing our audit team to concentrate on complex areas where professional judgment is critical, ultimately delivering a more focused and efficient audit experience.
Data analytics forms the core of our Paulson Digital Audit. Using advanced tools and technologies, our team can thoroughly analyze data and strengthen audit conclusions. The Paulson Helix suite of data analyzers supports our professionals in identifying trends and spotting anomalies across your business operations, providing valuable insights into processes and control structures.
Beyond the audit report, Paulson and Partners is committed to sharing additional insights tailored to your needs. Using our technology-driven Insight Toolkit, we access a proprietary database of high-quality business recommendations, offering you practical guidance and strategic recommendations based on industry standards and best practices.
The Paulson Private Client Audit Experience is designed to go beyond compliance, offering you a sophisticated and supportive audit that not only fulfills regulatory requirements but also provides actionable insights to help your business thrive. At Paulson and Partners, we empower your ambition, giving you the tools to turn potential into performance.
Strategic Value Creation for Private Equity Success
Our collaborative approach builds trust with private equity deal teams, operating partners, and portfolio company leaders, working seamlessly to realize the full potential of each transaction. Leveraging global perspectives and deep industry insights, we engage closely with management teams to set strategies that align with their goals and rapidly execute them for maximum impact.
Our global network, composed of talent skilled in the high-paced demands of private equity, applies a results-focused methodology. We combine insights from diverse industries with strategies that optimize revenue, streamline operations, deploy capital effectively, and address complex tax landscapes, ensuring that our approach is both dynamic and comprehensive.
To support enduring value creation, we tap into specialized expertise in Environmental, Social, and Governance (ESG), talent optimization, supply chain management, and technology transformation. Through data and analytics embedded at every phase, we accelerate decision-making, set strategies in motion, enhance performance, and optimize the exit.
Our private equity solutions are designed to amplify value creation through core levers and strategic enablers, detailed below, that drive higher returns on exit.
Revenue and Growth: We devise commercial and market-entry strategies to bolster growth and profitability:
Growth Strategy & Customer Excellence Design and implement strategies for robust market positioning and customer satisfaction.
Go-to-Market Optimization Enhance marketing, salesforce efficiency, and pricing strategies to boost revenue.
M&A Strategy Develop acquisition and expansion roadmaps that align with growth objectives.
Cost & Operational Excellence Implement strategies to streamline operating models, reduce costs, and enhance efficiencies:
Manufacturing and Supply Chain Optimization Maximize product output and streamline supply chain operations.
Cost Agility and SG&A Efficiency Optimize administrative expenses and strengthen back-office functionality.
Enterprise Controls and Finance Improve financial controls and mitigate operational risks.
Network Optimization Refine infrastructure to support agility and scalability across the business.
Capital, Tax, Tariffs, and Incentives Increase cash flow through optimal capital deployment, tax management, and the use of incentives:
Working Capital Improvement Enhance liquidity and streamline cash flow.
Funding & Regulatory Capital Optimization Structure capital efficiently to meet regulatory requirements.
Restructuring and Optimization Create more agile and tax-efficient structures to support long-term growth.
Technology Transformation: Accelerate digital transformation by integrating data and technology:
Digital & Tech Solutions Leverage innovative technology platforms to drive transformation.
Data & Analytics Harness data insights to optimize decision-making and operational efficiency.
Talent Management Design workforce structures that motivate and retain top talent while controlling costs:
Organizational & Workforce Design Align team structures with business goals for lean, effective operations.
Workforce Experience Build engagement and adaptability to support lasting change.
Leadership & Culture Foster a culture of purpose and strong leadership for a motivated workforce.
ESG Integration Incorporate ESG strategies to manage risk while adding value to the organization:
Environmental Assessment Evaluate and reduce environmental impact.
Social Performance Strengthen social equity initiatives to foster a positive impact.
Governance and Compliance Implement robust governance structures to maintain regulatory compliance.
Finance & Risk Management Seize growth opportunities with optimized financial and risk strategies:
Financial Excellence Enhance financial management practices for improved reporting and control.
Risk Diagnostics Analyze and address risk factors to ensure resilient, sustainable operations.
Family Office Advisory
Family offices are intricate structures that require expert guidance across a wide range of areas—not only in investment management but also in tax planning, regulatory compliance, governance, and succession planning. As trusted advisors to many of the world’s leading family enterprises, Paulson and Partners offers specialized expertise that supports both the family business and the family office in seizing growth opportunities while safeguarding family values and building a legacy.
Drawing on decades of experience with top entrepreneurial families globally, our team provides in-depth insights into the factors that drive family business growth, sustain wealth and culture, and foster multigenerational legacies. We collaborate closely with family enterprises to ensure a proactive approach to both challenges and opportunities, helping them navigate an increasingly complex financial landscape with confidence.
A family office serves as the central pillar supporting the family vision and values, facilitating seamless ownership transitions and wealth transfers. The benefits of a dedicated family office include:
- Privacy and Confidentiality A family office consolidates all pertinent family information, from asset portfolios to tax and personal data, ensuring centralized and confidential management.
- Transparent Governance With a defined governance framework, a family office enables alignment of interests among family members, fostering smooth decision-making and a cohesive legacy strategy.
- Enhanced Investment Returns By aligning financial strategies with family goals, family offices can often achieve superior investment returns tailored to the family’s risk tolerance and values.
- Improved Risk Management A structured approach to managing family wealth can mitigate risks, provide enhanced resilience to market fluctuations, and optimize returns through proactive tax and regulatory compliance.
