ASSET STRATEGY OF LEADERS AND PRIVATE INDIVIDUALS

We provide relevant solutions to our clients to define and implement their asset strategy


ASSET STRATEGY OF LEADERS AND PRIVATE INDIVIDUALS

Engineering and Transmission of Assets

  • Strategy and asset organization,
  • Simulations of incomes and inherent duties/taxes,
  • Dismemberment of ownership,
  • Structuring legal vehicles,
  • Interventions with notaries.

Personal Taxation

  • Independent Business Review,
  • Drafting of Income Tax (IRPP) / Wealth Tax on Real Estate Properties (IFI) periodical returns,
  • Inheritance Duties.

Assistance of legal persons with their financial partners

  • Implementation of follow up reporting and analyses,
  • Assistance with banks and Financial Advisors (CGPI).

Fund raising, refinancing and debt negotiation

  • Establishment of presentation files and Business Plan,
  • Design and implementation of recovery business plans in the event of financial difficulties,
  • Assistance for the negotiations with the Investment Funds or the Creditors or the Banks.

Assistance on the occasion of Business Transactions

  • Valuation of the company,
  • Drafting of a letter of intent and answer to an offer,
  • Price Negotiation,
  • Participation to the drafting of the deeds including the Asset and Liability Guarantee (GAP),
  • Follow up on the enforcement of the GAP.