fidplus
A solution for optimizing the acquisition of your business real estate, allowing you to invest without increasing your personal tax burden.
Making a success of your business transfer :
the ultimate challenge in a professional life
We know that this is an essential stage in your life, both professionally and personally, and one that generates a great deal of anxiety. Regardless of the type of transfer you have chosen (internal transfer or sale of the business), we can help and advise you on the steps to be taken:
- Financial valuation
- Setting up an OBO or a sale contribution
- Drafting a Dutreil agreement
- Negotiating the sale price
- Drafting the sale agreement
- Tax optimization of capital gains on disposals
- Secure solutions for the reinvestment of disposal proceeds
External growth :
don't pick
the wrong target
Are you looking to acquire a company or a business as part of an external growth operation? We can offer you our know-how to secure your acquisition:
- Carrying out an acquisition audit on your behalf
- Valuation of the target company
- Assistance in obtaining financing
- Drafting of legal documentation for the acquisition of shares or goodwill
Real estate : the sure thing
Whether you want to start your own business as a property trader, or simply make a personal investment, our staff will help you to define the contours of your project and understand its legal and tax implications.
Real estate transaction
Real estate transaction
- Setting up your structure
- Drawing up your business plan
- Follow-up of accounting and determination of the operation's margin
- Declaratory operations
- Advice on asset ownership (direct or through a company)
- Help in choosing the right legal structure for your project (SCI, SARL de famille, SNC ...)
- Analysis and advice according to the type of rental chosen (furnished or unfurnished)
- Optimization of the project's tax treatment in light of your personal situation, tax rules, the projected duration of the transaction and your intentions to resell the property.
Commercial real estate,
our solution
turnkey
For your commercial real estate, FIDEXIA offers you an arrangement that consists of transferring the temporary usufruct of the shares in the SCI that owns your premises to the operating company that will carry out its business on the premises.
Thanks to this arrangement, the tax burden on individuals is not increased despite the rental income received by the SCI, as the tax is redirected to the trading company, which in return receives a financial return for the duration of the operation. At the end of the transaction, and since the SCI's loan has been paid off, individuals benefit from all the advantages of their real estate investment (income from property, deduction for length of ownership in the event of resale, etc.).
We will carry out a feasibility study for you, taking into account the value of the property, the amount of the loan, the rental value, the expected return (cash flow of the SCI net of the impact of corporation tax on the operating company), we will value the usufruct, and we will draw up the deeds required to set up the operation.
Thanks to this arrangement, the tax burden on individuals is not increased despite the rental income received by the SCI, as the tax is redirected to the trading company, which in return receives a financial return for the duration of the operation. At the end of the transaction, and since the SCI's loan has been paid off, individuals benefit from all the advantages of their real estate investment (income from property, deduction for length of ownership in the event of resale, etc.).
We will carry out a feasibility study for you, taking into account the value of the property, the amount of the loan, the rental value, the expected return (cash flow of the SCI net of the impact of corporation tax on the operating company), we will value the usufruct, and we will draw up the deeds required to set up the operation.