BUSINESS VALUATION
Our company group's core competence is business valuation. Transparent and reliable valuations are required both for corporate transactions and for non-transaction-related reasons. Depending on the reason for the valuation, special accounting regulations and the content and methodological requirements of the legislator must be taken into account.
The balance sheet of a family office holding company contains a large number of assets. Investments in companies and real estate holdings are often among the most important assets. Thanks to our many years of experience in the valuation of real estate companies, we can also value your real estate. It doesn't matter whether you have a small or large real estate portfolio. We have experience in the valuation of residential properties, commercial properties and special properties.
We support you in all matters relating to the valuation of companies, investments, real estate assets and the valuation of intangible assets in connection with accounting and current financial reporting.
In addition, we assess the value of your investments and real estate on the balance sheet date or at any other point in time and discuss the value development. We do this independently and neutrally, as stipulated in the professional regulations for tax consultants and auditors.
The balance sheet of a family office holding company contains a large number of assets. Investments in companies and real estate holdings are often among the most important assets. Thanks to our many years of experience in the valuation of real estate companies, we can also value your real estate. It doesn't matter whether you have a small or large real estate portfolio. We have experience in the valuation of residential properties, commercial properties and special properties.
We support you in all matters relating to the valuation of companies, investments, real estate assets and the valuation of intangible assets in connection with accounting and current financial reporting.
In addition, we assess the value of your investments and real estate on the balance sheet date or at any other point in time and discuss the value development. We do this independently and neutrally, as stipulated in the professional regulations for tax consultants and auditors.
BOOKKEEPING
We book your family office's current business transactions. In addition to the additions and disposals of your assets, this also includes the current income from your investments and real estate holdings.
- Ongoing financial accounting - booking your daily business transactions
- Payroll accounting: registration and deregistration of your employees and contact person for all wage and salary tax and social security matters
- Preparation of interim and annual financial statements
- Advice in connection with accounting issues
- Preparation of advance VAT returns
CONSULTING
Our services include all the classic areas of tax and business consulting that are important for your family office. We can either provide you with advice or take over your ongoing tax matters completely and competently. Our services include
- Preparation of tax returns
- Checking tax assessments
- Support during tax audits
- Processing ongoing inquiries on various accounting and tax topics
We also support you in all investment, financing and divestment decisions as well as in tax structuring issues, if you so wish. These include, for example
- Advantages of investing in companies and real estate
Advice on raising capital and financing investments - Corporate law and tax advantages of structuring alternatives with regard to the legal form and structuring of the family office (holding structures, legal forms, etc.)
- Advice on restructuring, transfer or sale of companies and real estate
- Advice with regard to succession planning
- Asset controlling and asset reporting
- Liquidity calculations
