Fast, passionate, expert business advice
The business is usually a major component of an entrepreneur’s wealth and sometimes of his liabilities. Your personal situation and goals determine the strategy through any major change. We bear in mind your personal requirements, tax issues, ethical beliefs and values, market views, preferences, visions, and whatever is important to you. Businesses and Real Estate often require a similar approach.
What can we thus do for you?
We can support you in the planning and execution of any major financial change such as investment opportunities, acquisitions, asset sales, financing transactions and business transformations. We can help you getting transaction-ready for major financial changes, preparing documents, finding most adequate counterparts and getting the best conditions.
If you plan a major transaction, this might be an infrequent task and you might benefit from additional knowledge and reach, as well as from professional and honest execution.
Delays and mistakes may cost more than letting an expert doing it.
Your counterparts in a major transaction act according to the professionalism perceived of your part.
Professional documents and propositions are essential and add more value than what they cost.
An independent view can be crucial in difficult situations.
We provide you adequate advisory and or brokerage services to master changes or close the transaction you are aiming for.
We support the principle that you shall keep costs lean.
Our partners based in Switzerland and abroad are there active mainly in southern Europe.
We provide a wider reach through an extensive network.
Meetings take generally place at the client’s premises.
We are happy to co-operate with and in fact complement lawyers, tax consultants, accountants, auditors and other client’s specialists.
We are only senior partners with many years of experience.
Instead of heavy overheads to keep busy we use an extensive network of co-operations and won’t promise what we cannot keep.
We generally work for comparably moderate retainers and a more important success fee.
Generally companies with relevant assets or turnovers of €/$/SFr. 10 to 50 million might benefit from our support.
Talk to us to find out if and what we can do for you.
After a first free assessment of needs and possibilities or a systematic check-up at a symbolic price, if we feel confident to help and you decide for our support, we present you our options to provide you adequate advisory and brokerage services. Contact us.
We add quick and efficient complementary additional resource.
A dynamic, enthusiastic team of advisers doesn’t give up.
Our professionals have many years’ experience providing financial advice.
Consult us for a review.
Discuss your needs and have a proposal on next steps for free.
A strategic assessment and overall valuation of your situation and major financial changes ahead gives you an unbiased snapshot of current possibilities and a clear, concise recommendation, including a possible timetable for strategic and urgent measures to strengthen success.
Upon availability of comprehensive information, we generally offer such a first diagnostic service at a limited fixed price.