Corporate Financial: Architecting Cross-Border Financial Efficiency
Lincoln Wealth LLC provides end-to-end strategic advisory for businesses expanding across borders. Our International Tax Optimization service designs compliant, tax-efficient structures through holding companies, IP regimes, and treaty networks. For growth financing, EU Funding & Government Incentives unlocks non-dilutive capital via Horizon Europe grants and R&D tax credits. When pursuing acquisitions, our Cross-Border M&A Support delivers integrated due diligence and deal structuring – from target screening to post-merger integration. Together, these services form a complete framework for strategic global expansion, minimizing risks while maximizing financial and operational advantages in every jurisdiction.
International Tax Optimization
Strategic Tax Planning for Multijurisdictional Operations
Our team designs bespoke international tax structures that align with your commercial objectives while ensuring full regulatory compliance. We go beyond basic tax planning to create holistic frameworks addressing corporate, indirect, and personal tax implications across your global footprint. For businesses with cross-border activities, we implement proven strategies including hybrid entity structures, treaty shopping protections, and supply chain repositioning to optimize effective tax rates. Our approach combines technical expertise with real-world practicality, ensuring structures withstand scrutiny while delivering measurable savings.
Maximizing Access to Non-Dilutive Growth Capital
Maximizing Access to Non-Dilutive Growth Capital
We provide end-to-end support in securing European grants, tax incentives, and state aid programs. Our methodology covers the entire funding lifecycle – from initial eligibility assessment to final audit compliance. Unlike generic consultants, we bring specialized expertise in Horizon Europe’s complex rules, regional development fund requirements, and national innovation tax credits. Our team includes former evaluators who understand exactly what funding committees require, significantly improving success rates. We particularly focus on helping tech companies and manufacturers capitalize on the EU’s green and digital transition initiatives.
Mergers & Acquisitions (M&A) Support
Dealmaking with Cross-Border Precision
Our M&A practice provides integrated support for international transactions, combining financial, legal, and tax due diligence into a unified risk assessment. We specialize in middle-market cross-border deals (€5M-€500M) where jurisdictional complexities often derail negotiations. Our advisors structure transactions to balance seller expectations with buyer protections, particularly focusing on working capital adjustments, earn-out mechanisms, and liability shields. Post-signing, we help harmonize financial reporting, tax positions, and operational integration across jurisdictions.
Direct & Action-Oriented
Professional & Efficient
Taking the first step toward a secure financial future can be the most daunting. This quick form is designed to make that step simple. By sharing a few details, you’ll initiate a confidential, no-obligation conversation with a dedicated Lincoln Wealth specialist. We’ll listen to your aspirations, answer your pressing questions, and help you map out a clear, confident path forward. There is no pressure, only a commitment to providing you with the clarity you deserve.
