In addition to the traditional tax, accounting and corporate consultancy activities, we are Chartered Accountants specialized in various issues, spacing from tax to corporate matters, from civil law to asset protection, from business consultancy to extraordinary finance operations.
In over eighty years of activity carried out alongside a demanding and sophisticated clientele, we have gained a deep competence and experience in managing complex operations and situations, both domestically and internationally.
Corporate and tax consultancy for companies
- Accounting, corporate and tax consultancy for professionals and companies with particular experience of the peculiarities of corporate groups
- Preparation of financial statements, also consolidated ones, according to the OIC and IFRS accounting principles
- Composition of Board of Statutory Auditors, Supervisory Entities and consultancy in adopting the adequate Corporate Governance and internal control systems
- Tax reliefs for companies including "R&D tax credit", "Patent Box" and "Industry 4.0"
- International tax law including transfer prices, VAT, excise duties and customs duties.
The firm provides consultancy in the field of tax law, company law, accounting principles and tax litigation. This area of activity can count on the passion of its professionals and in the contribution of experts, in order ¬to offer our customers qualified and pragmatic professional opinions.
More specifically, tax advice is provided to individuals, professionals and businesses in the field of tax law; VAT and Indirect Taxes; relations with the financial administration; tax litigation; balance sheet aspects and accounting principles; declarative obligations and related formalities and certifications; corporate law, companies setting up and governance; commercial and contract law.
Taxation of individuals, families advisory across generations and trusts
- Customized tax strategies and management of generation-skipping transfers of real estate, financial and family businesses
- Protection and efficient management of family assets also through the use of Trusts, corporate structures and financial and insurance products
- Possession and sale of works of art, real estate and financial assets, also held abroad
The Firm provides professional advice dedicated to private customers, with particular attention to the aspects of asset protection, family business planning, successor plans, family agreements and professional services dedicated to specific customer needs, both domestically and internationally. We can count on the support of a large and qualified professional network, also in the financial and insurance fields.
Extraordinary operations and corporate reorganizations
- Corporate reorganizations and extraordinary finance operations
- Evaluation of companies, of tangible and intangible assets
- Acquisition structures for company shares and companies
- Design of fiscal and financial models
- Negotiation and drafting of price adjustment and tax contractual clauses
The professionals provide professional advice focused on business activities, covering all the traditional activities of consultancy and support to the administration, related to extraordinary operations and corporate reorganization, the sale and purchase of companies and / or equity investments (M&A), of real estate, industrial mergers, business financing, debt restructuring plans, start-up and due diligence and in general optimization of customer investments, also by promoting the best financial solutions. This activity is carried out by the firm's professionals, who can count on a durable network of active experiences with leading business banks, investors, private equity and lenders, on a domestic and international basis.
The firm has gained particular experience in evaluations, fairness opinions and appraisal reports in relation to companies operating in the industrial sectors, energy services and consumer products, tangible assets (business unit of companies operating in the energy sector, distribution networks, etc.) and intangible assets (brands, patents etc.), participatory financial instruments. Our professionals issue opinions pursuant to law, including: opinions on exchange ratio fairness (2501-sexies of the Italian Civil Code, or cc), debt sustainability in LBO transactions (2501-bis cc), withdrawal value (2437 et seq., 2473 and 2535 cc), appraisals for contributions (2343, 2343-ter and 2465 cc) and issue price for share capital increases (2441 cc).
Legal auditing, management control and digitalization
- Legal audit of ordinary and consolidated financial statements according to ISA principles
- Pre and post acquisition accounting and tax due diligence
- Installation and development of analytical and industrial accounting systems
- Preparation and verification of corporate financial reporting
- Adoption of digital procedures for the management of the active and passive cycle and the substitute conservation of accounting records and company documentation
Our professionals carry out auditing and management consultancy activities, with particular reference to the preparation of economic and financial plans and to the comparative analysis of the economic and financial data of the competition (benchmarking) and the planning and control of corporate performance.
Our firm has also gained peculiar experience in the field of digital services and administrative procedures consultancy, assisting customers in the implementation and optimization of electronic invoicing, electronic signature and substitute digital documentation retention processes.