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Management consulting for SMEs

An entrepreneur does not handle start-ups, succession planning, restructuring and company acquisitions on a daily basis. Specific specialist areas such as accounting, ICS or financing are probably not at the center of your activities either. This makes professional advice all the more important. We provide project-related advice on all financial matters.

New momentum for your company!

Developing the right management tools will help you to keep your company on track and keep your figures under control. As neutral outsiders, we are not blind to your business, but can focus on the real problems or recognize untapped opportunities.

Advice on accounting and financial reporting

Switzerland has an accounting law that has had to be implemented since January 1, 2015, and one year later for consolidated financial statements. Numerous new regulations require a thorough examination of this topic.

We can also advise you on all other bookkeeping and accounting issues:

  • Interpretation of the new accounting law in special circumstances

  • Conversion to the SME chart of accounts or other standard charts of accounts

  • Final consultation

  • Advice on the introduction of accounting software

  • Application of Swiss GAAP FER

Internal control system ICS

For companies that are subject to ordinary auditing, the auditors must check whether an internal control system (ICS) is in place in accordance with the provisions of commercial law.

An appropriate ICS should not be seen as a compulsory exercise to comply with legal requirements, but rather as an opportunity to design and document business processes and structures in a risk-oriented, purposeful and efficient manner. However, it must be designed to be practicable and actually put into practice.

We support you in the introduction and implementation of an appropriate, tailor-made ICS.

Business plans

Today, it is almost impossible to find an investor to finance a business idea without a business plan. Be it start-ups or existing companies that want to develop new business areas, arrange succession or restructure their financing.

The business plan is first and foremost an instrument that shows the means by which a business idea is to be realized. It provides information about the past, present and above all the planned future of a company. It contains statements on strategy, market situation, planned measures and financial requirements.

Planning calculations, budgeting

Target-oriented corporate management requires planning for the appropriate time horizon.

We help you to select the appropriate instruments and prepare the financial information in a recipient-oriented manner.

We support you in the introduction of planning tools tailored to your company:

  • Financial plans

  • Liquidity plans

  • Budgets

  • Investment planning

Due diligence, purchase and sale of companies

Whether entire companies, parts of companies or businesses or shares in them: For buyers and sellers, such a transaction involves numerous challenges that they are not confronted with in their day-to-day business.

With due diligence, we examine a company with regard to any associated hidden risks and opportunities, also as an element in determining the purchase price.

For potential sellers, vendor due diligence offers the opportunity to identify weaknesses in the company and eliminate them with a view to a planned sale.

Valuation of companies or parts of companies

A price must be set or negotiated at the latest at the time a company is sold. The basis for this should be a serious valuation. Valuing a company is an extremely demanding task. The basis for every valuation is the professional adjustment of the figures, a comprehensible plan for future years and the sensible application of the various recognized methods for company valuation. Each method provides different values - without a professional interpretation of the individual results and knowledge of realized prices, a valuation is of little value.

Our specialists use procedures adapted to the situation.

In addition to company sales, we also prepare valuations for the following situations:

  • Succession planning

  • Departure of individual shareholders

  • Expert opinion

  • Matrimonial property disputes

  • Estate planning, division of estates

  • Restructuring

Company foundation

As a young entrepreneur, you need support to implement your business idea. We will accompany you on this path.

  • Development of business plans

  • Financial plans and financing concepts

  • Choosing the right legal form

  • Drafting of articles of association, company law contracts and regulations

  • Completion of all formalities in connection with the foundation

  • Registration with the tax authorities, compensation offices, etc.

  • Verification of VAT liability and, if necessary, registration with the Federal Tax Administration

  • Financial and business coaching

  • Setting up the accounting system

Restructuring

The dynamic, globalized business world requires constant questioning and adaptation of structures to new circumstances.

Such restructuring measures have a profound impact on a company. Business processes must be adapted to the new structures in a targeted manner and the interests of all stakeholders must be taken into account within the legal framework. We support you and accompany you comprehensively in such demanding projects, such as

  • Company mergers

  • Company demergers and spin-offs

  • Founding of spin-offs

  • Receiving companies

  • Conversions

  • Asset transfers

  • Joint ventures

Succession planning and regulation

For SMEs, company succession is an often overlooked challenge that needs to be tackled in good time. Financial considerations are important. However, there are numerous other issues involved:

  • Evaluation of internal and external successor candidates

  • Family situation, estate planning

  • Company valuation, definition of asking prices

  • Financing

  • Possible restructuring

  • Development of successors, suitable employment contracts

  • Retirement provision

  • Due diligence, valuations

  • Development of business plans

We support and accompany you in this challenging process with a comprehensive approach.

Employee participation

Participation in the employer company can have a positive impact on employee loyalty and motivation. Tax and legal requirements must be observed when designing participation models.

Advice on financial and business management issues

Management consulting is a broad field. We limit ourselves to topics that we have mastered. Finance in the broadest sense is at the center of our activities. Networking with legal and tax aspects is important to us.

Refurbishments

In crisis situations, time is short, options for action are limited and the existence of the company is acutely threatened. Economic performance and profitability must be restored as quickly as possible. Financial, organizational and commercial measures are intertwined and a large number of issues need to be considered and coordinated. Our experts are here to support you.

Liquidations

Unlike people, a company could live forever. Nevertheless, in certain constellations it is necessary to put an - orderly - end to this life. We support you in carrying out the liquidation within the framework of the legally prescribed steps.

Rolf Ramseier Chairman of the Board Certified public accountant, lic. rer. pol., licensed audit expert
Alain Wenger Member of the BoD and MB Certified auditor, business economist FH, licensed audit expert
Nicole Beugger GL member Certified fiduciary expert, Bachelor of Science in Business Administration