ITALY · CROSS-BORDER PLANNING
Invest in Italy. Plan the transaction and the move together.
M&A, investment residency and cross-border planning for international entrepreneurs.
Acquiring an Italian business or relocating around a major transaction involves separate commercial, tax and immigration decisions. AdriAlpA helps structure the business workstream and coordinate the specialist advice required before commitments are made.
Sell-Side: Cross-Border Exit and Relocation Planning
A relocation can materially affect the economics of an exit. Its consequences depend on ownership structure, tax residence, transaction timing and the rules of every relevant jurisdiction.
For qualifying individuals relocating from 2026, Italy’s new-resident regime provides a €300,000 annual substitute tax on eligible foreign-source income. It does not automatically shelter a founder’s business sale: gains on qualifying substantial shareholdings realised during the first five tax periods are excluded from the regime.
We help prepare transaction information and a decision timetable for independent tax counsel. Assessment should begin before binding commitments, allowing time to examine residence, ownership, source-country taxation and any exit-tax exposure. Revoking the regime has consequences, including the inability to elect it again.
The deliverable is a documented decision framework with assumptions and specialist conclusions clearly identified. Tax savings are determined case by case; citizenship-based taxation, including US obligations, requires separate analysis.
Buy-Side: Italian Business Acquisition and Investor Residency
For eligible non-EU applicants, Italy’s Investor Visa includes investment routes of at least €500,000 in an Italian limited company or €250,000 in an eligible innovative startup.
A business acquisition may form part of an investment-residency plan, subject to confirmation that the proposed investment, target and transaction structure meet the programme’s requirements. Eligibility must be assessed before investing. The original investment must be maintained for the required residence-permit period.
AdriAlpA’s proposed role covers commercial screening, business analysis and coordination of the acquisition workstream. Immigration counsel assesses eligibility and the application process; financial, legal and tax specialists review their respective areas.
Personal residential property purchases do not qualify under these investment categories. Investments carry commercial risk. Investment returns, immigration approval and tax-regime eligibility are separate matters and are not guaranteed.
One Coordinated Process. Clearly Assigned Responsibilities.
Each engagement defines the scope, responsible specialists, deliverables and approval points before work begins.
AdriAlpA focuses on business preparation and transaction analysis. Where required, the engagement involves independent tax counsel, immigration lawyers, legal advisers and financial due-diligence specialists.
Residency advice, tax opinions, regulated services and investment management are provided only by appropriately qualified parties under their own agreed scope.