Financial & Advisory Tools

Digital Solutions for Finance and Advisory Excellence
We help finance teams enhance reporting, analytics, and process efficiency through tailored digital strategies and innovative tools.

Herausforderungen & Lösungen aus der Praxis

Komplexe Beteiligungs- & Holdingstrukturen
z. B. steuerliche Begleitung bei Aufbau einer internationalen Fund-Struktur mit Zwischengesellschaften, Sub-Participation und Management-Beteiligung

Buy-&-Build-Strategien mit steuerlicher Harmonisierung

Konsolidierung von 5 operativen Einheiten unter einer Holding, Strukturierung interner Leistungsverrechnung & gruppenweiter Reportingstrukturen

Exit-Strukturierung & PPA

steuerliche Optimierung und kaufpreisbezogene Bewertung bei Share Deal an börsennotiertes Unternehmen, inkl. PPA & Bewertung immaterieller Assets

Transparente Investorenkommunikation & Reporting
Einrichtung eines standardisierten KPI-Dashboards (Power BI) für monatliches Fondsreporting an Limited Partner

Overview of our services

CORPORATE PERFORMANCE MANAGEMENT
  • Software selection for corporate performance management software
  • Implementation of Lucanet & Power bi software
  • Technical consulting for the preparation of consolidated and group financial statements
  • Establishment of an integrated budgeting, planning and forecasting process
  • Optimization of data flow and reporting structure
  • Installation of business intelligence systems
IT-PROJECT & PROCESS MANAGEMENT
  • In-depth analysis and documentation of corporate core processes and structures
  • Process optimization with the use of better-practice methods
  • Standardized tender processes for the selection of software partners
  • Support in contract negotiations
  • Project management in IT and change management projects and ensuring an efficient project flow
GOVERNANCE, RISK & COMPLIANCE
  • Implementation and optimization of risk and opportunity management systems
  • Documentation and further development of the internal control system
  • Implementation of compliance management systems
  • Analysis and optimization of the IT authorization concept
  • Review and optimization of accounting compliance with the principles of proper accounting and archiving in electronic form and data access

How we work with you – Our project approach

We offer 360° tax consulting that goes beyond standard services. Our collaboration is clearly structured, digitally optimized, and always tailored to your company’s individual needs. Through our combination of technological expertise, in-depth professional knowledge, and expert advice, we significantly reduce your operational burden, especially when it comes to ongoing accounting and payroll, so you can focus on your core business.

Your contact persons

Stimmen

Was unsere Mandanten / Partner / etc. sagen

We are here for you

Looking to optimize your finance processes and leverage digital solutions for better insights?