Working closely with our in-house tax experts, we cover valuations for all Israeli and international tax purposes using knowledge gained from agreeing valuations with the Israeli tax authority.

We have a specialist team dedicated to providing our clients valuations across a range of taxes, including Income Tax, Corporation Tax, Capital Gains Tax and Inheritance Tax.

Employee and management incentives

Private equity

Transactions and reorganisations

Negotiations with HMRC

International matters

(Drop down to the 5 above topics)

Employee and management incentives

Our team works very closely with the firm’s tax team and advises clients in connection with valuation of a wide range of incentives, including:

  • tax-advantaged share plans such as Employee Share Option Plans (ESOP)
  • growth shares and similar equity instruments
  • carried interest and co-invest
  • partnership interests
  • warrants
  • options
  • ordinary shares.

Private equity

Our team has built good relationships with a number of private equity houses and has been providing tax valuation services to them in respect of incentivising management teams in their portfolio companies through the acquisition of 'sweet equity' and other instruments, and also providing advice on incentives for private equity house executives at fund level (eg, carried interest and co-invest).

Transactions and reorganisations

Our valuation team works closely with transaction tax teams (internally and externally) providing valuation advice relating to:

  • valuations of companies, businesses and intangible assets for corporation tax purposes
  • due diligence
  • management incentive purposes.

Negotiations with the Israeli Tax Authority

We have a team of valuers with several years of experience in dealing with the Israeli Tax Authority and are able to assist clients with negotiations. Our team regularly negotiates and agrees valuations with the Israeli Tax Authority for tax-advantaged plans, in addition to advising clients in respect of enquiries raised by the Israeli Tax Authority into valuation matters.

International matters

The team, with assistance from our international colleagues, are also able to assist clients with valuations required for non-Israel jurisdictions. In addition, we can undertake tax valuations in line with the International Valuation Standards framework where appropriate.

Shlomi Bartov
Partner, CEO of Fahn Kanne Consulting Ltd.
Shlomi Bartov