OUR Know-How.
FOR YOU. SINCE 1988.
TEAM
15 employees
4 Dipl. fiduciary experts
1 certified accountant
2 fiduciaries with federal certification
1 finance & accounting specialist with federal certificate of proficiency
1 social insurance specialist with federal certificate of proficiency
1 fiduciary with federal certificate in training
3 Fiduciary clerks
1 apprentice in training to become a commercial clerk EFZ
What we do - examples from our everyday work
- Executor mandate of a childless deceased US citizen with seven non-family heirs
- Employee participation with subsequent succession implementation of a trading company
- Guidance through post-trial and penalty tax proceedings with substantial tax reduction
- Demerger of a company to the two main shareholders, both companies continue to be our clients
- Interim assignment of payroll accounting and personnel administration for 80 employees
- Tax optimization by transferring two properties from private assets to a corporation
- Accompaniment of buyers for company acquisition
- Due diligence as well as company valuation incl. negotiations
- Check of contribution in kind: contribution of a real estate for the purpose of payment of share capital as well as formation of a stock corporation
- Succession concept (valuation, shareholders' agreement, tax ruling, employee participation plan, group structure, financing, etc.) for shareholder expansion
- Complete conversion of accounting to digital process
- Step-up and tax arrangements with tax authorities on the occasion of tax reform
- Sparring partner for start-up companies