Consulting and Legal Advisory

Consulting

We support your business through every stage of its development. During the startup phase, we help your company establish a solid legal and financial foundation. As your business matures, we bring the necessary perspective and experience to review and optimize your strategies, structures, and processes. If you are considering restructuring your business or addressing succession planning, we can also support you in these areas. In doing so, we focus on finding pragmatic solutions tailored to the needs of small and medium-sized enterprises (SMEs). Our consulting services cover topics such as:

Start-up and expansion

• Development of business and financing plans
• Support for loan applications and negotiations
• Business valuation

Day-to-day operations

• Financial planning and budgeting
• Liquidity planning and management
• Internal control system and risk management
• Analysis and optimization of profitability
• Independent advice on key personnel decisions

Restructuring and specialized topics

• Employee stock ownership plans, especially also for smaller companies
• Succession planning and succession arrangements
• Development and implementation of restructuring measures
• Optimization and simplification of group structures
• Purchase and sale of companies or business units
• Liquidation of companies

Comparison of the legal forms AG and GmbH (This document is only available in German)

Legal advisory

As a fiduciary, we are well-versed in many areas of business law and can advise and assist you in these matters. We take a holistic approach and always keep tax and economic considerations in mind. Our legal advisory services cover topics such as:

For businesses

• Labor law: Employment contracts, work permits, personnel and expense policies, advisory on conflicts with employees
• Corporate law: Company formations, mergers, restructurings, share sales, commercial register filings, share register administration
• General contract law: Preparation of, for example, loan, purchase, or lease agreements, and shareholder agreements

For individuals

• Inheritance law: Advisory on wills and inheritance agreements, estate planning, estate administration and estate distributions. Upon agreement, we also accept executor mandates.
• Advance care planning: Advisory on advance care directives and patient wills
• Real estate: Assistance with purchase and sale transactions, and mortgage financing

We are not attorneys and therefore we act solely in an advisory capacity. However, we have long-standing partnerships with renowned law firms and notary offices and can connect you with the right professionals as needed.

Your contact for consulting and legal advice