Advisory services and M&A
For both individuals and companies, every life stage presents its own set of challenges.
If we’re talking about a company, this could be its creation, acquisition, merger or liquidation, while for an individual, this might involve a wedding, birth or divorce: what will the impact be on your taxation and your business activity?
Our support
Changing laws, updated regulations, more stringent financial checks as well as tax conformity and optimisation are just some of the challenges regularly faced by entrepreneurs, business owners or heads of families. How can you deal with these challenges? Only by working with a trusted team of experts. We are in a position to advise you so that you can make the best choice.
We support you in structuring your assets and we offer asset management optimisation for your wealth. We can also help you to put in place a family office to support your family’s financial and administrative activities.
We assist you and recommend specialists from the legal, insurance, banking and notarial fields, as well as other professionals in our network. We put you in touch with the best advisors for your life projects.
We assist you with your company’s incorporation process and also with strategic mergers, company transfers and business valuations.
We analyse any problem areas to identify their causes and resolve them by performing complete structural analyses with a view to maximising the return on your projects.
We assist you and recommend specialists from the legal, insurance, banking and notarial fields, as well as other professionals in our network. We put you in touch with the best advisors for your professional projects.
Financial strategy and management
Strategy
- Strategy development
- Market analysis and organic or acquisitive growth
- Preparation for sale or for receiving new capital
Financial management
- Outsourcing the CFO (CFO ad-interim)
- Planning mergers or acquisitions
- Support with funding
- Monitoring issues post-acquisition
- Developing a risk control system
- Analysing and establishing due diligence processes and procedures
Optimisation
- Of structures
- Of ERP system
- Of administrative and financial management
- Of management tools
Support and training
Support
- Explanation of the Swiss social system
- Explanation of the Swiss tax system
- Legal explanation of various company-related specifics
Training
- Training on our range of accounting systems
- Training on bookkeeping in line with the applicable standards in Switzerland
Do you need support ?
Your contact person in Advisory services
Jonathan Beuchat
Valentin Henny
All of our 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.
