SME proprietors
Take advantage of our experience and use us as your sparring partner. As part of our varied work in accounting, audit and advisory, we sometimes question certain corporate governance procedures and propose alternatives. We can also advise you on personal financial matters.
Entrepreneurs
You – your needs, your personal situation, your ideas about your future – are the focus of what we do. In face-to-face discussions, we work with you step by step in devising tailor-made solutions for all matters concerning taxes, law, pension provision and wealth.
Our team consists of tax and asset management experts, legal experts, accounting and real estate specialists. You benefit here not only from proven expertise and years of experience but also from our global network, particularly with regard to cross-border issues, such as changes of domicile.
Board of directors and foundation board mandates / management coaching
The composition of a board of directors is crucial to a company’s long-term development and its succession planning. With our expertise in the areas of finance, taxes and law, we can enhance, advise and support a board of directors in their role. The same is true of foundation boards and foundations.
Freelance professions
Doctors and healthcare
We are happy to provide you with support not just with day-to-day matters concerning accounting, the preparation of financial statements, accounts receivable management, approval or licensing, but also in special situations, such as when succession planning for the practice or optimisation of practice costs is at stake. Here, we advise you on investment/financing, from capital intensive new purchases to the conversion/expansion of the practice itself. Topics such as practice takeovers or the expansion of the ownership structure (group practices) rank among our core strengths. Use our considerable expertise in tax-related questions (sole proprietorship or joint stock company? Drawing wages or dividends?) to your advantage.
Lawyers and notaries
We know: Legal experts / lawyers working in a conglomerate – whether in the form of a simple company or a joint stock company – prefer to be remunerated on the basis of their personal performance. We have helped many clients deal with the question «Remain independent or convert into a legal entity?» and are familiar with the advantages and disadvantages of both. Take advantage of our specific expertise in developing compensation models including cost centre accounting or in devising tax efficient structures to optimise withdrawals from the company (wage vs. dividend) for all shareholders from a tax perspective. In such cases, an in-depth analysis of the pension provision (optimisation by buying into the BVG, benefits in the event of invalidity/death) often serves as a good starting point.
Architects and engineers
The valuation of work in progress or project provisions as part of the preparation of annual financial statements can be complex. We have in-depth expertise here and can help you determine these figures. In particular, you can make use of our considerable experience in the implementation of a bonus remuneration system for the participating partners; rely on our extensive expertise in the management of shadow accounting for determining partner-related compensation. Assistance with succession planning and support with strategic orientation issues are additional core strengths, which set us apart in this field.