ASSET MANAGEMENT
We respond to the needs of business owners by providing assistance in the following cases:
- Management of company assets and the personal assets of partners and directors
- Support for sales and acquisitions.
To do this, we perform the following procedures:
- Choice of legal structure, group structuring, setting up shareholders’ agreements.
- Tax, social, and financial strategy, advice on investment opportunities, acquisition and sale of business sectors.
- Management of sale operations for valuable shares or business assets.
- Advice and support on your company acquisitions or business asset purchases with valuation and legal structuring guidance.
- Anticipation of inheritance issues, tax optimisation of transfers, dismemberment of ownership, implementation of the Dutreuil pact, organisation of gifts, assistance with estate planning.
- Implementation of a litigation prevention policy.
- Choice of matrimonial property regime and legal advice on the consequences of separation.
- Inheritance planning, choice of gifts (donations and wills) with simulation, dismemberment of property.
- Advice on the taxation of household income (salaries, dividends, interest, life insurance, capital gains on securities, bare rental, furnished tourist accommodation, etc.)
- Strategy for optimising the Impôt sur la Fortune Immobilière (IFI).
ABOUT US
Adexco supports you throughout your entrepreneurial journey, right up to the handover of your business. We offer a comprehensive range of services covering accounting, social security, tax, legal, asset management, financial management, management control, auditing and much more, to meet your needs and ensure the long-term future of your project. As a member of the KONNY Group, Adexco draws on a wide range of skills, enabling us to provide you with high-quality, tailor-made solutions that are perfectly suited to your requirements.