Advisory Services – tailored to your needs
Business Consulting
You have a question or a problem – AbaFin Treuhand AG in Zug has the answer, a solution or knows who can help you.
Valuation Reports
We advise on valuation methods, verify your current valuation and support you with strategic planning and risk assessment.
Financial Due Diligence
Due-diligence reviews analyse the strengths, weaknesses and risks of a target and play an essential role in determining its value.
Transition from CO to Swiss GAAP FER
Swiss GAAP FER is the Swiss accounting standard for enterprises. We guide you through the conversion from the Swiss Code of Obligations (CO) to FER.
Investment Property Development / Reporting
Advising on investment properties and preparing reports are part of our day-to-day work.
Planning
We help you with business plans, liquidity planning, retirement preparation, succession and inheritance arrangements, and many other future plans.
Company Formation, Mergers & Conversions
Choose your legal form wisely.
Set up an AG or GmbH
Should it be a sole proprietorship, partnership or corporation? Martin Stäuble of AbaFin Treuhand AG in Zug helps you choose the right legal form (GmbH or AG). Registering a company in the commercial register takes one to three weeks and usually costs around CHF 3,000 to 5,000.
Registered Office (Domiciliation)
You travel a lot and don’t need your own office. You want a clear separation between work and leisure and have no time for bookkeeping, dealing with authorities or filling in tax returns. In that case you can delegate the administration and domicile the company with us in Zug (c/o AbaFin Treuhand AG).
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Domicile fee incl. weekly mail forwarding: CHF 125 + VAT per month
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Workstation & meeting-room use: Zug rental agreement from CHF 250 per month
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Individual phone number on request.
Convert a GmbH into an AG
Transform a limited-liability company into a joint-stock company.
Merge Companies
A merger combines at least two previously independent companies into one economic and legal entity; at least one company is transferred to the other and loses its legal independence.
Accounting
Accounting reflects the company’s financial situation. The annual statements (balance sheet, income statement and cash-flow statement) show its assets, financial position and earnings. Additional details appear in the notes and management report. Benefit from the know-how of AbaFin Treuhand AG, Zug.
Bookkeeping / Financial Accounting
Bookkeeping is the complete, chronological and systematic recording of every business transaction on the basis of source documents. It is an essential information source for entrepreneurs. We advise on: financial accounting, reporting, management reports, annual, quarterly and monthly closings, payroll accounting, payroll services, accounts-receivable & -payable management, and debt collection.
Payroll
AbaFin Treuhand AG, Zug, handles payroll statements with social-insurance funds and withholding-tax authorities. Need an employment-contract template? We have model contracts available.
Annual Financial Statements
Have all statutory requirements been met? Have tax opportunities been utilised? Should a dividend or bonus be paid? AbaFin Treuhand AG prepares the decision-making basis for you.
Withholding Tax
We prepare withholding-tax statements for you or your employees and provide professional support.
Audit & Assurance
Auditing is the systematic and independent examination of data, statements, records, operations and performance for a defined purpose. The auditor gathers and evaluates evidence, forms an opinion and documents it in the audit report.
Chartered Auditor
PROVISION OF AUDIT SERVICES
According to Art. 2 let. a AOA, “audit services” are audits and confirmations that must be carried out by licensed audit experts or licensed auditors in accordance with federal regulations. In addition to the auditing of annual and consolidated financial statements, this also applies to selective auditing services such as audits of company formation, capital increases or mergers (see FAQ “Licensing requirements”). AbaFin Treuhand AG, in Zug, is licensed as an audit expert under the number 504739 and is entered in the register of auditors.
Limited Statutory Examination
Article 727 paragraph 1 number 2 CO stipulates that annual financial statements and, where applicable, consolidated financial statements must be audited if the companies concerned exceed two of three size criteria in two consecutive financial years. The thresholds 20-40-250 (balance sheet total - sales - full-time equivalents) apply to the audit of the annual financial statements for financial years beginning on or after January 1, 2012. An ordinary audit must be carried out if two of the three thresholds are exceeded in two consecutive financial years. With regard to the 2012 financial year, these are therefore the figures for the 2013 (reporting year) and 2012 (previous reporting year) financial years. If these criteria are not met, a limited audit can be carried out.
Other Audit Opinions
Audit confirmation regarding early distribution of assets upon dissolution §745 para. 3 CO Audit report regarding reduction of share capital Audit confirmation regarding capital increase Audit confirmation regarding incorporation Auditor's report on the opening liquidation balance sheet Auditor's report on the interim liquidation balance sheet Auditor's report on the limited audit of the interim liquidation balance sheet Auditor's report on the closing liquidation balance sheet.
Valuation Reports by an Independent Expert
Valuations by an independent expert are required in a large number of cases: independent and objective valuations of businesses or assets. In the case of reorganizations (mergers, contributions in kind or demergers), independent valuations are used to determine exchange ratios or consideration. The appropriateness of the methods and parameters used must be critically examined. Martin Stäubli, certified auditor at AbaFin Treuhand AG in Zug, has relevant experience in this area.
Tax Consulting
Is your tax burden too high? Contact AbaFin Treuhand AG, Zug. Together we’ll find legal ways to reduce it. If you value a complete and correct tax return, you are in the right place. We also help you avoid the biggest VAT pitfalls.
Tax Planning
If you wait until you fill in the tax return to think about saving taxes, it’s already too late. Contact us in good time so we can plan together.
Tax Processing
Your tax return is professionally prepared and reviewed (four-eyes principle). We monitor deadlines and request extensions in good time. Tax bills and assessments are checked and, if necessary, corrected or appealed.
Filing Tax Returns
For individuals and legal entities – legal representation in tax matters.
Liability Action
rt. 754 CO III. Liability for administration, management and liquidation The members of the Board of Directors and all persons involved in the management or liquidation of the company are liable both to the company and to the individual shareholders and company creditors for any damage they cause through intentional or negligent breach of their duties. Anyone who delegates the performance of a task to another body in an authorized manner is liable for the damage caused by this body, unless he can prove that he exercised the due care required in the circumstances when selecting, informing and supervising this body.