Counseling, accompaniment and tax planning for Startup companies, including options and Exits issues
Tax planning for startup companies: Our firm specializes in tax planning for start-up companies, offering comprehensive support throughout the exit process. We have extensive experience in assisting one of the largest venture capital funds in Israel with their exits, as well as providing similar services for hi-tech and fintech companies, including raising capital and adding investors to the company. Our team is well-versed in the intricacies of these procedures and can provide expert guidance to ensure optimal outcomes for our clients.
Accompanying Startup companies and managing their tax matters
Our firm provides comprehensive guidance and advice to startup companies, starting from the seed stage, on various tax issues that may arise throughout the company’s lifecycle. Tax consulting for startups is distinct from traditional industries, as it requires creative solutions tailored to the unique challenges faced by emerging ventures. Our support often helps startups raise capital and attract investors, while maximizing potential tax savings and increasing the overall value of the company.
The tax issues that startup companies deal with are diverse and varied.
In the field of capital raising, there are various tax issues to consider, as the taxation of a Simple Agreement for Future Equity (SAFE) agreement is fundamentally different from the taxation of convertible loan agreements.
Accompanying Exits
Our firm provides comprehensive support in guiding exits, including for leading venture capital funds in Israel. Our strategic tax planning enables significant tax savings for our clients. As part of the exit preparation process, our firm conducts thorough tax due diligence to ensure compliance and identify potential tax issues. With our expertise in tax matters, we assist in optimizing tax outcomes for successful exits.
Employees Stock Options
Our firm carefully examines and advises on the most relevant and beneficial route for our clients regarding employee stock options. There are separate tracks for service providers and employees, but with the right guidance from our firm, even in situations where there are no formal working relationships, the options track can be applied under certain circumstances.
We provide expert opinions and tailored guidance to ensure our clients optimize their employee stock options for maximum benefits.
Accompanying Investors and Angels
Accompanying and consulting regarding the application of the relevant benefits to Israeli and foreign investors investing in start-up companies.
Our firm has experience in obtaining preliminary taxation decisions (rollings) in this area with the administration of the Tax Authority for venture capital funds and private clients.
Our firm does not replace the investor’s lawyers, but rather advises the investor and his lawyers regarding the tax consequences of various options, while having an in-depth knowledge of the high-tech world.
