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Structuring complexity, creating clarity and developing sustainable solutions.

Company Succession

Whether within the family, through management, or via external acquisition – company succession is complex and requires early planning. I support family-owned businesses and SMEs with targeted advice, including tax-related matters and specific challenges such as acquisition financing. In addition, I provide cross-disciplinary guidance throughout the entire succession process.

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  • Strategic Succession Planning
  • Company Valuation and Optimization
  • Tax Planning and Structuring
  • Financing Models
  • Retirement Planning and Social Security
  • Support in Legal Matters
  • Organizational and Personnel Support
  • Transaction Management
  • Negotiation and Conflict Resolution

Mergers & Acquisitions

Transactions such as the sale of a company or the acquisition of a business have a significant impact on a company’s future viability. In a dynamic market environment, both their importance and complexity are steadily increasing. I provide targeted expertise – either for specific issues or throughout the entire transaction process.

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  • Acquisition and Transaction Strategies
  • Analysis of Suitable Target Companies
  • Company Valuation
  • Tax Consulting and Due Diligence
  • Structuring of Real Estate Transactions
  • Financing Advisory
  • Consulting on Reorganizations and Turnarounds
  • Support and Facilitation of Negotiations

Tax Consulting

Comprehensive tax support – from ongoing tax planning and optimization of existing structures to assistance with complex transactions. I take both private and business aspects into account and develop solutions that exploit potential and minimize risks.

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  • Salary and dividend compensation strategy
  • Income and asset structuring
  • Tax declarations
  • Company succession
  • Incorporations and restructurings
  • Employee shareholding
  • Financial statement tax planning
  • International structures

Relocation

Central location, stability, and favorable conditions: Switzerland offers ideal prerequisites for entrepreneurial activity, whether as a hub for innovation or international expansion. I support business owners and entrepreneurial families throughout all phases of the relocation process from site selection and tax and legal planning to practical implementation of the relocation.

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  • Location Evaluation
  • Support with Regulatory and Administrative Procedures
  • Creation of Business Plans
  • Establishment of Local Organizations
  • Implementation of International Corporate Structures
  • Tax Structuring
  • Project Management
  • Support with the Integration of Entrepreneurial Families

Managed Services

To enable you to focus on your core business: I take on professional, structural, and organizational tasks. Whether it's structuring participations or managing a real estate portfolio – I provide reliable support for your corporate and personal assets. When needed, I also act as an interim or sparring partner.

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  • Development of Family Office Structures
  • Real Estate Management
  • Establishment of Administrative and Corporate Structures
  • Corporate Unbundling (operational / non-operational)
  • Optimization of Administrative and Financial Processes
  • Planning of Outsourcing Solutions
  • Ad Interim Roles
  • Sparring Partner