Strategy EY

Tax-Free Spin Off Roadmap


Sponsored by EY

EY outlines the most critical steps to understanding whether a spin off is achievable and how to complete a successful deal. Read EY’s spin roadmap.

Improving capital allocation, operations and investor focus

Spin-offs are tax-efficient transactions that can create value through more focused capital allocation, improved operations and better alignment with investor preferences.

But in its operational, regulatory and strategic complexity, a tax-free spin-off is something of a three-headed beast: as demanding as any business carve-out, with added requirements akin to those of an IPO plus the close involvement of tax authorities and the Securities and Exchange Commission.

Considering the vast dispersion of returns that companies experience post-spin, read about the most critical steps to completing a successful deal.

Click here to review the interactive spin roadmap and timeline. http://www.ey.com/GL/en/Services/Transactions/EY-tax-free-spin-off-roadmap