As in accounting, so in consultancy: our clients' financial success is our primary objective!
We have a phase-oriented approach to consulting, with the following stages:

  • Defining the problem
  • Procuring the relevant source data
  • Developing strategies/possible solutions
  • Assessing the options for decision-making
  • Action planning
  • Implementation and controlling

Let our expertise and services speak for themselves!

 

Office administration


In recent years, we have found that, before seeking our accounting and legal advice, German clients interested in business abroad - and likewise international clients intending to set up business in Germany - need other services, which we also offer:

  • Help in finding office space
  • Business postal address service
  • Recruitment
  • etc.

Why not get in touch with us to discuss your specific ideas and wishes - and get a tailor-made concept!

 

We aim to give our clients a clear idea of their current and future financial situation - because a complete overview is essential for taking the right decisions to help grow your assets throughout your life, taking into account the current tax, financial and legal frameworks.


 Our services include:

  • Overview of personal wealth and liquidity: presentation of personal wealth and liquidity status on a specific reporting date in a personal balance sheet and a personalised profit-and-loss account
  • Presentation of personal wealth and liquidity development for a specific period
  • Risk management: controlling life risks - such as long life, loss of earning capacity or death - for you and your family by determining the relevant financial requirements, for instance, by calculating the pension gap
  • Inheritance planning: preventing family disputes by settling the succession to property early; minimising gift and inheritance tax payments

 

Our services for business start-ups:

  • Feasibility assessment of business proposals
  • Assistance in the preparation of a business plan
  • Preparing sales and earnings forecasts and financing and investment plans
  • Support during the start-up phase

Our services during growth and maturity:
using the following techniques, we can help our clients structure - or restructure - their business:

  • Current situation analysis
  • MOST analysis (mission/objectives/strategies/tactics)
  • Strategic planning (forecasts, development of scenarios, evaluation of options)
  • Operational planning (planning specific measures based on detailed plans)
  • Support during the implementation of measures
  • Reviews (amending or altering plans)
  • Monitoring (comparison of target and current situations)

 

We provide our range of consultancy services to clients with a variety of different requirements:

  • Entrepreneurs and businesses
  • Private individuals

You can rely on our assistance and sound advice relating to all financial matters or personal investment issues. Our interdisciplinary team also includes chartered professionals.