Tax and Financial Advisory

Tax planning and financing strategies focused on returns.

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Specialized service

Integrated planning and controlled execution

We structure your transaction with tax criteria, cost visibility, and financing negotiation.

This service combines strategic direction, coordinated delivery, and documented control to reduce risk and accelerate outcomes.

We work through clear project phases, defined ownership, and consistent communication across every milestone.

360°

Operational coverage

1:1

Expert guidance

24/7

Monitoring and incidents

Scope and deliverables

01

Non-resident taxation management

This workstream is planned end-to-end with timeline, ownership, and quality validation to avoid rework. Key focus: Non-resident taxation management.

02

Tax calculation and settlement (ITP, AJD, municipal capital gains)

It is integrated into one operational framework, with document traceability and quality control at each decision point. Key focus: Tax calculation and settlement (ITP, AJD, municipal capital gains).

03

Profitability and ROI studies for investors

We coordinate teams and providers to keep execution consistent with objectives, timeline, and budget. Key focus: Profitability and ROI studies for investors.

04

Mortgage condition search and negotiation

This workstream is planned end-to-end with timeline, ownership, and quality validation to avoid rework. Key focus: Mortgage condition search and negotiation.

Delivery methodology

  1. 1

    Initial diagnosis

    We assess context, constraints, and goals to define the actual scope of delivery. For Tax and Financial Advisory, we prioritize: Non-resident taxation management.

  2. 2

    Plan design

    We structure a technical and operational plan with milestones, owners, and control criteria. For Tax and Financial Advisory, we prioritize: Tax calculation and settlement (ITP, AJD, municipal capital gains).

  3. 3

    Execution and coordination

    We lead implementation with continuous follow-up and active issue resolution. For Tax and Financial Advisory, we prioritize: Profitability and ROI studies for investors.

  4. 4

    Closure and continuity

    We document outputs, validate deliverables, and define maintenance or improvement actions. For Tax and Financial Advisory, we prioritize: Mortgage condition search and negotiation.

Real-world application

A professional standard adapted to each transaction model and client profile.

Tax and Financial Advisory 1

Buyer profile

We support decisions with technical, legal, and financial clarity to protect acquisition quality.

Tax and Financial Advisory 2

Seller profile

We organize documentation and execution flow to improve market positioning and close-readiness.

Tax and Financial Advisory 3

Investor profile

We prioritize efficiency and return through structured workflows focused on risk and performance.

How this service is applied

Buyer profile

We support decisions with technical, legal, and financial clarity to protect acquisition quality.

Seller profile

We organize documentation and execution flow to improve market positioning and close-readiness.

Investor profile

We prioritize efficiency and return through structured workflows focused on risk and performance.

Frequently asked questions

What is included in this service? +

Planning, coordination, execution, and deliverable control with continuous follow-up through completion. It is tailored based on Non-resident taxation management.

When should this service start? +

Ideally at the beginning of the transaction to structure phases early and avoid avoidable delays. It is tailored based on Tax calculation and settlement (ITP, AJD, municipal capital gains).

Can I hire only part of the service? +

Yes. The service can be activated in modules and scaled according to priorities and budget. It is tailored based on Profitability and ROI studies for investors.

How is progress tracked? +

Through defined milestones, periodic updates, and a single point of contact for decision speed. It is tailored based on Mortgage condition search and negotiation.

Turn this service into an action plan

We will prepare a tailored proposal based on your transaction type, target timeline, and support level.

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