Businesses & entrepreneurs
From setting up your company to passing it on: accounting, payroll, tax, audit and strategic transactions, coordinated by a single expert.
Wealth advisory firm · Geneva · Paris
Your challenges are connected. So is our expertise.
A single expert handles your file from start to finish, in Switzerland and in France: accounting, payroll, tax, law, transactions and wealth.
Your needs
How can we support you?
Choose your situation: we will direct you to the expert and the specialists concerned.
See all needs01
Set up and settle in
- “I am setting up my company”
- “I am moving to Switzerland”
- Company formation
- Setting up a sole proprietorship
- Domiciliation
Manage day to day
- “I am delegating my accounting and payroll”
- “I need to complete my tax return”
- Accounting management
- VAT management
- Human resources management
Optimise and secure
- “I want to pay the right amount of tax”
- “I need to have a contract reviewed”
- Tax advice
- Tax optimisation
- Tax regularisation (voluntary disclosure without penalty)
Grow, acquire or restructure
- “I am giving my employees a stake in the capital”
- “I am buying a business”
- Employee participation plan
- Company transfer and acquisition
- Company valuation
Pass on or sell
- “I am selling my business”
- “I am preparing my succession”
- Company transfer and acquisition
- Company liquidation
- Succession
Invest and enhance your assets
- “I am buying a property”
- “I am structuring my investments”
- Financial products
- Investing in Switzerland
- Real estate taxation
Our clients
A single point of contact, whether you are a business or an individual
The same expert follows your entire situation, professional and private alike. Choose your starting point.
Individuals & families
Tax returns, tax optimisation, investments, real estate and succession: we organise and protect your wealth, in Switzerland and in France.
Our method
Understand, design, implement, sustain
- Step 01
Understand
A free initial meeting with your expert to understand your situation as a whole.
- Step 02
Design
Our practices work together to build a coordinated solution, set out in an engagement letter: scope, timeline and fees.
- Step 03
Implement
Implementation, with our partners where necessary, led by a single point of contact.
- Step 04
Sustain
Long-term follow-up, with regular reviews with your expert: deadlines, legal changes, succession.
A single point of contact
Our integrated model
One expert in charge of your file, our in-house teams and selected partners.
Partners
Banks and financingPartner
Buyers and investorsPartner
Notaries and lawyersPartner
Real estate expertsPartner
BM practices
Accounting, reporting and consolidationBM practice
HR and payrollBM practice
TaxBM practice
Law and restructuringBM practice
Client
Your expert
Direct link
BM practices
Corporate finance and M&ABM practice
Wealth and successionBM practice
Real estateBM practice
Switzerland-FranceBM practice
Switzerland-France
Doing business and living between Switzerland and France
With offices in Geneva and Paris, we support businesses and individuals moving to Switzerland or expanding into France.
Two countries, one point of contact.
Switzerland
Geneva
BM Tax + Legal SA
France
Paris
BM Audit Advisory SAS
Our expertise
The practices that address your needs
- Accounting, reporting and consolidationBookkeeping, financial statements and reporting for your business.
- HR and payrollPayroll, social security contributions, work permits and employee equity participation.
- TaxCorporate and individual taxes, VAT and specific Swiss taxes.
- Law and restructuringFormation, legal life and reorganisation of companies, contracts and legal advice.
- Audit and statutory auditStatutory audit of financial statements, entrusted to Alpina Audit Sàrl, the ASR-licensed audit firm of the BM Group.
alpina-audit.ch(opens in a new tab) - Corporate finance and M&ABuying, selling, valuing, financing and liquidating companies.
- Wealth and successionOrganising, investing and passing on private wealth.
- Real estateTaxation, valuation, purchase and sale of real estate.
Our credentials
Solid foundations
- Year founded
- 1997
- Offices: Geneva, Carouge and Paris
- 3
- Clients supported in Switzerland and France
- 1000+
- Countries covered
- 2
EXPERTsuisse · Ordre des experts-comptables Paris Île-de-France · H2A, French High Audit Authority
BM Audit Advisory SAS is entered on the roll of the French Ordre des experts-comptables and registered with the Haute autorité de l’audit (H2A).
Industries served
- Manufacturing
- Trade
- Real estate
- Healthcare
- Services
- Finance
- Family holding companies
Get in touch
Let’s talk about your situation
Businesses, entrepreneurs, cross-border commuters or families: describe your situation to us in a few lines. An expert will reply as soon as possible. Your information is treated in strict confidence.
Geneva – BM Tax + Legal SA
Avenue de Gallatin 13, 1203 Geneva
Tel. +41 22 320 40 30
Mobile +41 76 546 56 56