Corporate clientele Individual clientele

BM offers a panel of comprehensive management services that allows your business to achieve the intended outcomes.

Our dedicated team will focus on the problem as stated; will synthesize information and knowledge in order to achieve the performance objectives to be defined together. BM brings added value in taxation, finance, and business development.

Our associates are divided in three groups of expertise: the first handles the technical aspects (including strategic and legal components), the second implement the strategy at the operational level, and the third deals with the administrative tasks.

BM acts as a problem-solver at each maturity stage of a company, from idea and concept to decline and liquidation, in all countries it is active or represented.

International Taxation

Technical part

  • In-depth study of a fiscal situation for the purpose of its optimization (value added tax, social security contributions, corporate income tax, withholding tax levied on dividends, royalties and interests, wealth tax and tax on capital gains)
  • Study of double taxation treaties, and bilateral agreements for the elimination of double taxation
  • Choice of the best jurisdiction in accordance to client’s business model and applicable special tax regimes
  • Fiscal aspects of Mergers & Acquisitions
  • Implementation of a model of strategic optimization
  • Validation of the model by our tax & legal department

Operational part

  • Incorporation of companies in selected jurisdictions
  • Application of the double taxation agreements and fiscal conventions
  • Negotiations of tax rulings with competent authorities
  • Organization of posted workers
  • Application of special fiscal regimes (holding, mixed enterprises, etc.)
  • Management of fiscal consequences of management decisions
  • Management of tax disputes
  • Assistance during tax audits
  • Trademarks and patents registration
  • Transfer of companies’ domicile

Administrative part

  • Tax returns
  • Social security reports
  • VAT returns
  • Customs and Duties declarations
  • Handling the contact with fiscal authorities, both federal and cantonal (if any) to cover the administrative matters related to taxation

Entrepreneurial Finance

Technical part

  • Corporate valuation based on several methods (Book Value, Comparable, DCF, UEAE, Multiples, and others)
  • Developing Financial Plans and Return vs. Risk assessments
  • Developing financing strategies
  • Assistance in the selection of the banking partners
  • Assistance in the selection among several business opportunities
  • Assistance in strategic decision-making (IRR, NPV, Risk study)
  • Mergers & Acquisitions strategies

Operational part

  • Assistance in Bank account openings in selected jurisdiction
  • Handling and maintaining the banking relationship
  • Handling the information exchange with the bank compliance department
  • Advice in cash management
  • Fund raising
  • Assistance in debt collection
  • Assistance in family-owned businesses transfer
  • Assistance in the company liquidation process
  • Assistance in the drafting of term-sheets

Administrative part

  • Financial and cost accounting
  • Auditing (performed by independent auditing firm from our network, in Switzerland in respect of the Swiss Code of Obligations)
  • Management of payments and invoicing
  • Consolidated financial statements

Strategic Business Development

Technical part

  • Developing comprehensive business plans
  • Conceptual study and product development
  • Market penetration strategy (at an international level)
  • Development of organizational chart and advice in HR Management
  • Marketing & Sales strategy
  • Assistance in selecting your strategic business partners and due diligence process
  • Brainstorming on company restructuring
  • Risk management and contingency plans
  • Set-up of the KPI and performance monitoring

Operational part

  • Incorporation of legal structures (bylaws, act before the Notary public, legal formalities with the Commercial Register, Translations, etc.)
  • Assistance in the selection of premises
  • Administration mandates
  • Acting as intermediary on your behalf
  • Negotiation of business deals on your behalf
  • Drafting of contracts
  • Assistance in dispute settlement (selection of lawyers, and strategy development)
  • Representing your interests in general meetings, and meetings of the Board of Directors

Administrative part

  • Company domiciliation
  • Administrative and clerical services (mail management, back-office, phone services, data servers and bases)
  • Payroll management
  • Documents certification
  • Certified translation of documents
Our philosophy