Advisory services
Changing laws, updated regulations, and increasingly strict financial controls mean that tax compliance and optimization are among the key challenges you regularly face as an entrepreneur, business leader, or head of a family. How can you address them? Only with a trusted team of experts. We are here to advise you and help you make the right decisions.
Our mission: to provide tailored strategic advice to secure and support your activities.
Our approach: personalized advice
In a constantly changing environment, companies and individuals face complex tax, legal, and financial challenges.
Our advisors are committed to providing you with comprehensive, accurate, and tailored solutions — whether related to wealth evolution, structural changes, or merger and acquisition transactions.Our commitments:
- Deliver tailored advice based on in-depth analysis and strategic thinking
- Secure your financial transactions and business or wealth transfers
- Simplify administrative and tax procedures
- Ensure smooth coordination with stakeholders (banks, notaries, lawyers, insurers)
- Provide a human, proactive, and confidential approach: we listen to your needs
For your private activities and your assets
Wealth advisory and financial structuring
Each stage of life, whether personal or professional, has tax, legal, and financial implications.Our experts support you in the structuring, planning, and protection of your wealth, taking into account your short- and long-term objectives.
Key services:- Advice on wealth optimization and succession planning
- Wealth structuring and family planning
- Establishment of family offices and coordination of financial activities
- Support during key life events (marriage, divorce, inheritance, succession)
- Connecting you with top specialists: notaries, lawyers, bankers, and insurers
For legal entities and businesses
Strategic advisory for M&A (mergers and acquisitions)
Our role is to assess financial challenges, anticipate risks, and ensure a smooth transition at every stage of your project.
Key services:
- Merger, acquisition, or divestment strategies
- Personalized support during pre- and post-acquisition phases
- Preparation for fundraising or business sale
- Monitoring post-acquisition challenges and financial integration
- Implementation of risk control systems and due diligence procedures
- Business valuation and support in succession planning
- Connecting you with our network of partners: notaries, bankers, and legal advisors.
Financial strategy and management
We act as the right-hand partner of company leaders, supporting strategic decision-making and financial management.
Our expertise covers outsourced financial management (CFO), strategic planning, and change management.
Key services:
- Company formation and structuring
- Comprehensive financial and organizational analyses
- Development and steering of corporate strategy
- Outsourced CFO services (in-house or ad interim)
Organizational optimization and transformation
Our operational management experts help you improve the profitability and performance of your company by optimizing your processes and tools.
We intervene to strengthen your systems, workflows, and working methods.
Key services:
- Optimization of legal and financial structures
- Redesign of ERP systems and management tools
- Simplification of administrative and accounting processes
- Digitization of financial flows
- Continuous improvement of internal performance
- Automation of repetitive, low-value-added tasks.
Support, guidance, and training
At DYN GROUP, we believe that good advice goes hand in hand with knowledge transfer.
We provide educational and operational support to help you better understand the Swiss tax, social security, and accounting environment.
Key services:
- Explanation of the Swiss tax and social security system
- Presentation of legal obligations according to your status
- Training on our accounting software and internal tools
- Customized sessions for executives, board members, and finance teams
A 360° approach focused on performance
DYN Conseil & M&A relies on a global and collaborative approach, bringing together tax, financial, HR, and legal experts.
Our added value lies in connecting business strategy with wealth management, providing a clear and consistent view of your decisions at every stage of your professional or personal life.
We turn every piece of advice into a lever for growth, stability, and long-term transmission.
Do you need support ?
Your Advisory contacts
Gaël Rincon
Certified Specialist in Finance and Accounting (Federal Diploma)
Valentin Henny
Services that make the difference, experts who guarantee them. Discover DYN | Group’s services
Accounting
DYN|GROUP brings together various qualified professionals in order to meet your accounting, financial, taxation and administrative needs, to name just a few.
Audit
Audits are a legal requirement for all companies, and we are able to perform a limited audit of your annual accounts.
Taxation
Are you an individual? A professional? A company? Taxation requires prudence and proficiency. We support you with all your projects.
Advisory services
As part of our service, we can offer you a guaranteed 360° view in the advice and support of your personal and professional projects.
Digital
Thanks to the automation of certain processes, our team will be able to support you in the development and modernisation of your back office tools or processes.
