Multidisciplinary Advisory boutique

  • Monitoring the management of securities assets
  • Recognition of the asset allocation and overall risk level of a securities asset
  • Advisory on the asset allocation of securities assets
  • Family Office
  • Management of real estate assets
  • Advising on the formulation of proposals to revise and/or restructure the asset allocation of securities assets
  • Advising on the pricing of real and financial assets including derivatives and on the risk profile of securities assets
  • Valuation of partnerships and corporations, business units and shareholdings
  • Drafting economic and financial business plans and plans for rebalancing the company's assets and finances
  • Valuation of trademarks and individual assets to define the Purchase Price Allocation (PPA) and for Patent Box legislation (Italian Law 190/2014)
  • Capital budgeting assessments and advice on the most appropriate formulation of the financial structure, management of debt exposures, working capital and financial balance of entities engaged in business activities
  • Advice on corporate governance, optimal board structure and the system of controls
  • Sustainability and ESG advice to industrial (automotive, oil & gas and food) and financial companies.
  • Administrative advice in civil and accounting matters
  • Management control advice
  • Advice on the application of national and international accounting standards
  • Accounting
  • Statutory financial statements
  • IFRS financial statements for internal purposes
  • Taxation of national and international firms and groups
  • Tax planning
  • Tax due diligence
  • Transfer pricing issues
  • Tax litigation and pre-litigation
  • Tax returns
  • M&A and corporate reorganisations
  • Financial advice at different stages of a company's life in order to support it both in times of development and times of difficulty/crisis
  • Advice on extraordinary transactions and accounting/tax/corporate/financial due diligence in connection with the various types of extraordinary transactions and acquisitions/disposals, liquidation of business units and business divisions
  • Proven experience in advising on business crisis management operations (Reorganisation Plans pursuant to Article 67 of the Italian Bankruptcy Law, Debt Restructuring Plans pursuant to Article 182 of the Italian Bankruptcy Law), as well as drafting and certifying business plans
  • Party or court-appointed technical advice on financial, accounting, budgetary and corporate matters

QUID AGAS, RECTE AGAS, RESPICE FINEM

Multidisciplinary Advisory boutique