Management Equity

We provide tax and share valuation advice to management teams, private funds and privately owned companies on the design and implementation of equity arrangements for management teams and employees.

Our range of services includes:

  • advising management teams on their equity arrangements in the context of a private equity buyout, including on the availability of rollover relief and the tax aspects of their investment in the “newco” structure;
  • advising on the tax aspects of management equity plans, including in relation to the availability of entrepreneurs’ relief;
  • advising on management equity "resets" throughout the investment cycle of a private equity backed business; and
  • the establishment of equity incentive plans for the employees of privately owned companies.

In depth