Sorgem Evaluation assisted a company in the catering sector with the financing of a property project, acting as a financial expert to assess whether the interest rate on the shareholder loan to be issued was in line with market rates.
In particular, Sorgem Evaluation carried out a multi-criteria analysis taking into account the sector of activity, the operational outlook and the characteristics of the project’s funding sources. This analysis was deemed necessary given the strong opposition from the tax authorities regarding the use of an interest rate different from the statutory rate for intra-group financing, particularly in light of recent court rulings in their favour.
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