Your needs
A single point of contact, whether you are a business, an entrepreneur or a family. The needs follow the main stages in the life of a business or of an estate.
01 · Set up and settle in (8)
“I am setting up my company” · “I am moving to Switzerland”
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Company formation
SA or Sàrl, holding or operating company: we set up your company from A to Z.
Setting up a sole proprietorship
Starting out as a self-employed person in Switzerland: AVS registration, entry in the commercial register, VAT and first tax returns.
Domiciliation
A registered office address in Geneva for your company, with receipt and forwarding of mail.
Switzerland-France
Doing business and living between Switzerland and France.
Lump-sum taxation
For certain individuals who settle in Switzerland without working there, tax may be calculated on their expenditure rather than on their worldwide income and wealth.
Change of domicile
Moving to another canton, settling in Switzerland or leaving it: we quantify the tax impact and handle the formalities.
Moving from a sole proprietorship to a Sàrl or an SA
When your business grows, we transfer your sole proprietorship into a company, without taxation if the legal conditions are met.
Business bank account
We prepare your account opening file and introduce you to banks suited to your business.
02 · Manage day to day (8)
“I am delegating my accounting and payroll” · “I need to complete my tax return”
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Accounting management
We keep your accounts from data entry to year-end closing, and deliver annual financial statements ready for the general meeting, taxes and the audit.
VAT management
We manage your VAT, from registration to filing returns, and assist you during audits by the Swiss Federal Tax Administration (AFC).
Human resources management
Contracts, recruitment, conflicts, departures: we help you manage your employees in compliance with Swiss employment law.
Tax returns
We prepare and file your tax returns on time, claiming the deductions to which you are entitled.
Audit and review
The statutory audit of the financial statements is entrusted to Alpina Audit Sàrl, the ASR-licensed audit firm of the BM Group.
Licensed auditor certificates
Capital increase, contribution in kind, over-indebtedness: the certificates are issued by Alpina Audit Sàrl, the ASR-licensed audit firm of the BM Group.
Budgets, forecasts and reporting
Figures for making decisions, not just for filing returns: dashboard, budget and cash flow forecast.
Payroll and social insurance
Calculating and paying salaries, settling social security contributions and tax at source: we manage your employees’ payroll.
03 · Optimise and secure (6)
“I want to pay the right amount of tax” · “I need to have a contract reviewed”
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Tax advice
Every major decision has a tax cost. We quantify it before you decide.
Tax optimisation
Pay the right amount of tax, no more: we use the options provided by law, and only those.
Tax regularisation (voluntary disclosure without penalty)
Do you have undeclared income or assets? A first voluntary disclosure allows you to regularise your situation without a penalty, if the legal conditions are met: only the evaded tax and interest are due, for ten years at most.
Contract drafting and review
Clear contracts prevent disputes. We draft and review them for businesses and individuals alike.
Legal assistance
An everyday legal question: we advise you on company, employment and contract law, and refer you if necessary to the specialised lawyer in our network.
Tax disputes
Objections, appeals and defence against the tax authorities, up to the courts if necessary.
04 · Grow, acquire or restructure (8)
“I am giving my employees a stake in the capital” · “I am buying a business”
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Employee participation plan
Giving your managers a stake in the capital, through shares or options, with clear tax treatment for the company and for them alike.
Company transfer and acquisition
From the first contact to signing: we structure the transaction and follow every step.
Company valuation
A defensible value, calculated using several methods and explained, to negotiate, pass on the company or bring in a new shareholder.
Financial and tax due diligence
Before buying, know what you are buying: actual profitability, net debt, tax and social security risks.
Business recovery
Losses, impaired capital, tight cash flow: the Code of Obligations requires the board of directors to act quickly. We assess the situation and draw up the recovery plan.
Holdings and restructuring
Merger, demerger, conversion, creation of a holding: we prepare the transactions provided for by the Merger Act (LFus), together with their tax consequences.
Company administration
Your company’s legal secretariat: meetings, minutes, mandatory registers and entries in the commercial register.
Raising finance
We assess your needs, prepare the file and present it to banks.
05 · Pass on or sell (6)
“I am selling my business” · “I am preparing my succession”
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Company transfer and acquisition
From the first contact to signing: we structure the transaction and follow every step.
Company liquidation
Closing a company that is no longer active: dissolution, liquidation and deregistration, in the right order, without overlooking anything on the tax side.
Succession
Who inherits what, and with what taxes? We organise your succession with your notary and support the heirs once the succession has opened.
Gifts
Passing on assets during your lifetime: we quantify the tax in each canton or country concerned and prepare the deeds.
Finding buyers and investors
For a sale or an opening of the capital, we work with our specialised partners to identify buyers and investors compatible with your project.
Family business succession
Preparing the transfer to the next generation without weakening the business.
06 · Invest and enhance your assets (8)
“I am buying a property” · “I am structuring my investments”
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Financial products
We determine how your investments are taxed. We do not sell any financial products.
Investing in Switzerland
Choosing the right vehicles and anticipating the taxation of your investments in Switzerland.
Real estate taxation
The tax cost of a property, from purchase to sale, in Switzerland and in France.
Property valuation
With our partner real estate experts: the market value of your property for a sale, a succession, a division or financing.
Buying and selling real estate
We structure your real estate transactions and draw on our network of buyers, sellers and partners, including for off-market opportunities in Switzerland.
Lex Koller
Persons abroad within the meaning of the Lex Koller, in particular foreigners domiciled outside Switzerland, may only buy residential property in Switzerland within certain limits. We check whether your purchase is possible and prepare the application for authorisation if necessary.
Bank account
We help you open a personal account in Switzerland, with a complete file.
Direct ownership or through a company (SI, SCI or other structure)
Directly, through a real estate company (SI) or a French property holding company (SCI): we work with you to choose the structure suited to your real estate assets.
Your situation is not listed here?
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