USE CASES

Use case examples

Real estate portal creation

Creating a new business

Director of a real estate brokerage company looking to develop an innovative digital solution

  • Legal structuring of the public limited company (canton choice)
  • Discussions with potential investors
  • Advice on drafting the shareholders' agreement
  • Setting up strategic partnerships
  • IT development of the digital solution
  • Elaborating the pre-launch strategy (social media)
  • In-depth financial modeling
  • Preparation for the funding round

Event company

Creating a Sole Proprietorship

Event organization business in the IT sector

  • Complete audit of private and professional aspects
  • Setting up an action plan
  • Identifying strategic growth levers
  • Legal formalities (CR
  • AVS
  • Tax
  • Population office)
  • Writing a business plan with financial modeling
  • Assistance opening a bank account in Switzerland
  • Selecting key partners to diversify the business
  • 3rd pillar optimization

General construction company

International development

Director of a company in France with 6 employees. Looking to establish operations in Switzerland.

  • Structuring the legal organization CH - FR - LUX
  • Incorporating the Swiss company
  • Choosing the pension fund (2nd pillar)
  • Information sessions for each new employee hire (3rd pillar and taxes)
  • Setting up a family pact for succession planning
  • Investing excess cash reserves
  • Developing a custom AI-based software
  • Setting up commercial & marketing campaigns

Restaurant company

Transforming a GP into an LLC

Artisanal fresh pasta production business

  • Complete audit of private and professional aspects
  • Identifying strategic growth levers
  • Legal transformation preparatory to a business resale
  • Setting up a personalized 2nd pillar contract
  • 3rd pillar optimization
  • Comprehensive review of insurance contracts
  • Recruiting staff to ensure business continuity

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