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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