Financial Planning and Analysis

Our experienced team provides comprehensive financial planning and analysis services to help businesses in Zug optimize their financial performance. We analyze financial data, identify key trends, and develop strategic recommendations to drive growth and profitability.

Escrow

Escrow services act as a financial arrangement where a third party holds and regulates payment of the funds required for two parties involved in a given transaction. This ensures that the transaction is carried out smoothly and that both parties meet their obligations. 

What we offer:

- Due Diligence and Compliance: Ensuring the transaction's integrity through meticulous due diligence and compliance checks.

-  Bridging Trust Deficits: Ideal for high-value transactions like company acquisitions, real estate, or luxury items (yachts, jets), providing security and trust between buyers and sellers.

- Neutral and Independent Escrow Agent: Acts as a fiduciary between transaction parties, preparing an Escrow Agreement to mitigate potential disputes.

- Tailored Escrow Services: Customized Escrow Agreement drafting, advice on release conditions, and coordination of closing activities.

Use Cases.

Suitable for share deals, real estate or art deals, IP transactions, and international trade.

Escrow Process:

visual inspection,

conditions negotiation,

onboarding process,

pre-payment into escrow,

signing pre-arranged agreements,

and finalizing transactions.

- Asset Protection: Escrow accounts are held with top-rated Swiss financial institutions, ensuring security and segregation.
- Fees: Typically a percentage of the transaction amount, with minimum charges applying.
- Comprehensive Services: Include M&A advisory, due diligence, drafting agreements, and coordinating closing activities.

Please feel free to contact us to know more.