WHICH DIFFERENCE?

In our view there is no real difference between a Start-Up and a new mandate.

We are in fact available to more or less young entrepreneurs, respectively novices or with extensive experience to provide targeted consultancy aimed at providing in an understandable way everything there is to know to become operational and to plan everything that goes beyond your “know -how” and your entrepreneurial acumen respectively.

From finding the best corporate form to bring together the interests of the founders with those of potential investors, to the construction of a business plan, to verifying the existence of particular regulations applicable to your business case (such as cantonal or federal incentives), to simulation of personnel costs, up to the setting of the chart of accounts, of the accounting software, to the correct tax planning (of the company and of the shareholders).

With our network of contacts we can also be useful for finding customers, suppliers and investors.

Generational change represents one of the most important challenges for all family businesses.

Arifida’s winning approach is therefore based above all on listening to all the generations involved and the long-term objectives, arriving at defining common priorities for maintaining “good governance” and therefore competitiveness before, during and after a transition generational. All without forgetting the correct identification of the current value of the company.

Once these aspects have been traced, the Arifida Team is able to develop an implementation plan for the family succession, taking into account the various areas of interest: from inheritance planning to tax planning, without forgetting the economic and strategic aspects, rather than the involvement of third parties (from the current management outside the family, to investors interested in entering the capital).

The succession of a successful family business represents a delicate and long process, in which it is essential to be accompanied by trusted consultants who are also able to understand the personal and human aspects of all the parties involved: there are no standard solutions.

Our initial scope of intervention

Strengthened by our experience, also and above all personal, we are at your side to listen to your needs and therefore to help you develop the wishes of all the parties involved, defining the goal to be achieved.

During and after

The Arifida team is at your side to draw up all the agreements necessary to achieve the set objective, to coordinate the intervention of all the other players involved in the succession: banks, notaries, asset managers, social security institutions, external investors, customers and suppliers.

We are also at your side to assume positions within the Board of Directors of your company if this is required to support the needs of the succession plan developed by the family to function properly.

Arifida developed the propensity for taking care of the all-round interests of families (especially entrepreneurs) even before the term “family office” became commonly used.

Our qualified staff is able to deal with sensitivity, confidentiality and professionalism of the private interests of an entrepreneur and his family, involving where necessary professionals such as eg. bank advisors, asset managers, insurers, lawyers.

In the context of activities aimed at the family, we regularly assist our clients in areas such as the introduction of the new generations into the operations of the family business, the management of a company succession (as well as personal and patrimonial) and respectively the sale to third parties (including management).

We are at your disposal to listen to your needs!

Since the beginning of 2018, companies based abroad and operating in Switzerland with Swiss customers have been required to subject their services to VAT and therefore to have their own registration in the Swiss VAT register.

Prerogative to confirm this obligation for the foreign company are:

  • achievement of an annual (worldwide) turnover of at least CHF 100,000.-;
  • provision of services under contract (e.g. procurement) in Switzerland and therefore physically operate in Switzerland;

It should also be noted that as regards foreign companies that ship to Swiss customers (e.g.) through e-commerce platforms), starting from 1.1.2019 it will be mandatory to register in the Swiss VAT register and therefore subject shipments to Swiss VAT if an annual turnover of at least CHF 100’000.- is achieved (with exceptions for consignments considered of “minor entity”).

How can we help you?

  • Help you determine your actual profit tax liability?
  • Assist you in the registration procedures in the Swiss VAT register
  • Assist you in the preparation and compilation of quarterly reports
  • Assist you in all areas with the Federal Tax Administration (FTA)
  • Evaluate any other legal and tax aspects relating to your operations in Switzerland, such as, for example, secondment of personnel, work permits, establishment of a branch or a company in Switzerland.

ORDINARY BUSINESS CONSULTANCY

  • Formation and domiciliation of national companies
  • Administrative management
  • Bookkeeping (financial, analytical, payroll, management reports)
  • Processing of VAT invoices
  • Consultancy in the preparation of the annual accounting closures (also for consolidated)

SPECIAL CONSULTANCY

  • Formation of domestic or foreign companies, holdings, trusts and foundations
  • Consultancy for the drafting of commercial contracts
  • Legal advice (commercial)
    Legal advice (commercial)
  • Advice on setting up Swiss and foreign real estate investment funds
  • Advice on setting up Swiss and foreign investment funds
  • Accounting and administrative management of foundations in Switzerland and abroad
  • Valuation of companies and shareholdings
  • Support in the implementation of computer programs for the administration and management of the company (ERP / CRM)
  • Insurance consultancy
  • Fiduciary registration and asset management (excl. asset management)
    Administration of agreements, bankruptcies and liquidations of companies
  • Assistance in relations with banks and other domestic and foreign financial institutions

STRATEGIC CONSULTANCY

  • Capital increases
    Preparation of shareholder agreements
  • Valuation of companies and shareholdings
  • Assistance in mergers & acquisitions, mergers and joint-ventures, management buy-in/out
  • Corporate restructuring and reorganization
  • Strategic planning (“change & risk management”)
  • Preparation of Business Plans
  • Budget analysis
  • Accounting reports
  • Liquidity plans
  • Analysis and strategies of corporate communication