Use case

Fintech company raising Series B capital

Needs

Company founders seeking to cash out and sell part of their shares to new investors. Founders requested legal and tax support concerning (i) the sale of their shares, (ii) anticipating and handling related tax issues and (iii) their future involvement in the company following the sale of the shares (e.g.: Board membership, veto rights, etc.).

Our support

We initially supported the founders in all the operations involved in negotiating and triggering the liquidity clauses in the shareholders' agreement. Our lawyers and experts analyzed the legal, tax and regulatory implications of the operation and carried out an internal audit of the business and structure. 

We also advised the founders on the valuation of the company and put in place an exit strategy that considered the tax implications for the founders.