Our services

Corporate Finance

Structured financial support for your strategic decisions: valuation, transactions, compliance and performance management.

Financial and budget management

Manage your resources with solid forecasts and controlled cash flow.

  • Medium and long-term financial planning
  • Well-built budget forecasts
  • Optimised cash flows

Valuation

Your company's value, established using recognised methods, for growth or succession plans.

  • Valuation of tangible and intangible assets
  • Market value of the business determined
  • Preparation for sale and acquisition processes (M&A)

Strategic transactions

End-to-end support on your key operations: acquisition, disposal, fundraising.

  • Mergers and acquisitions supported
  • Financial restructurings assisted
  • Capital issues and fundraising coordinated

Compliance and financial audits

Your financial practices reviewed against current standards and your partners' expectations.

  • Full review of financial statements
  • Audit under IFRS, IAS and Swiss GAAP
  • Assistance during regulatory inspections

Tax and optimisation

Tax structuring that reduces costs, controls risk and secures your operations.

  • Strategic tax management
  • Successions and transfers planned
  • International tax advice

Financial digitalisation

Digital tools that modernise your processes and strengthen your data.

  • ERP software deployed with our partners
  • Automated KPI reporting
  • Digitalised financial processes

Here for you

Ready to move forward with a trusted fiduciary partner?

Your questions, answered — with solutions built around your business.