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DirectoryFinance & InsuranceFinancial ServicesHombrechtikonFacchinetti Finanzplanung GmbH
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Facchinetti Finanzplanung GmbH

Summary

About the company

The company's core activity is financial planning and consulting for small and medium-sized enterprises (SMEs) as well as their owners and families. This includes services such as: financial strategy and planning, company formation and succession, liquidity and risk management, investment and return planning, process optimization and automation, provision and insurance for companies and families, tax and legal consulting. The company offers comprehensive financial services to support SMEs and their owners in achieving their financial goals.

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Products & services

Industry:Financial Services
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SME financial planning
Financial planning for the entire life cycle of SMEs; support with start-up, strategy, market, earnings and liquidity as well as with succession, provision and investments.
Company start-up advisory
Support during the start-up phase with review of financial feasibility, the appropriate legal form, administrative requirements, financing options and required insurance coverage.
Business strategy advisory
Development of an implementable long-term strategy to increase the company’s financial planning certainty and stability.
Succession planning
Analysis of the current situation, assessment of succession risks, identification of succession and financing options, and calculation of company value and financial security after retirement.
Financial cockpit
Creation of a cockpit for ongoing visibility into finances, processes, customers and strategy.

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Location

Rietwisstrasse 8
8634 Hombrechtikon

At a glance

Legal form
Limited Liability Company
UID
CHE-282.653.557
Founded
2020 · 6 years
Last commercial register change
August 14, 2020
Employees
1 to 10

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