When engaging in successor planning, the business owner as well as the successor are faced by many legal, personal, financial and organizational questions. Our specialists, including lawyers, fiduciaries and tax experts can support you in all phases, from the search to the final handover of the company.
When engaging in successor planning, the business owner as well as the successor are faced by many legal, personal, financial and organizational questions. Our specialists, including lawyers, fiduciaries and tax experts can support you in all phases, from the search to the final handover of the company.
Management buy-out (MBO)
Management buy-in (MBI)
Investment or takeover by a financial investor
Initial public offering (IPO)
Sale to another company
Merger with another company
Internal family succession
Liquidation
"Paragraph"
Management buy-out (MBO)
Management buy-in (MBI)
Investment or takeover by a financial investor
Initial public offering (IPO)
Sale to another company
Merger with another company
Internal family succession
Liquidation
Managing Partner, Member of the Executive Board, Head of Accounting
Dipl. Auditor, Dipl. Fiduciary Expert
MA HSG in Accounting and Finance
CMC (Certified Management Consultant)
Places of work Zurich, Baar
Chairman of the Board, Indirect Taxes
dr oec. HSG, dipl. Tax Expert
CAS FH in Company Succession
Place of work Baar
Use of the best enterprise apps in Switzerland
Unlimited bookings per year
Academy
Ongoing accounting
VAT reporting
Preparation of the annual financial statements
Paperless office: Numarics Scan Center
Sending customized quotes and invoices
Professional advice
Processing of receipts scanned by you
Tax return (Company)
Payroll accounting for all employees
Numarics Mail Concierge (optional)
Communication with authorities
If power of attorney and documents are available
Onboarding: one-off CHF 300*-500*If all documents are available
Schedule a callTalk to our team