Portrait of a Firm Photos: Karsten De Riese, 83623 Dietramszell Portrait Photos: Eleana Hegerich, 81925 Munich Photos: Karsten De Riese, 83623 Dietramszell Portrait
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PETERS, SCHÖNBERGER & PARTNER PORTRAIT OF A FIRM PHOTOS: KARSTEN DE RIESE, 83623 DIETRAMSZELL PORTRAIT PHOTOS: ELEANA HEGERICH, 81925 MUNICH PHOTOS: KARSTEN DE RIESE, 83623 DIETRAMSZELL PORTRAIT Legal Advice Audit Tax Advice Family Office MUNICH ZURICH SHANGHAI SCHACKSTRASSE 2 80539 MUNICH PHONE: +49 89 38172-0 FAX: +49 89 38172-204 [email protected] www.psp.eu THE FIRM BETWEEN SIEGESTOR AND UNIVERSITY On the basis of its successful history spanning more than 35 years, Peters, Schönberger & Partner is one of the most highly regarded mid-sized firms in Germany. As tax consultants, auditors and lawyers, we assist you when you make important decisions and help you put them into effect. Our clients include small and medium-sized firms, family enterprises, wealthy private persons and private equity firms that seek interdisciplinary and customised advice. You will find that we are a professional, reliable and assertive partner that represents your legal and tax interests with passion and also performs the traditional tasks of auditors. The PSP Family Office also assists you in structuring your wealth and has proven expertise in the fields of succession, foundations and real estate. “We offer interdisciplinary and customised advice.” INTERDISCIPLINARY ADVICE TO SECURE YOUR SUCCESS Peters, Schönberger & Partner has long taken an interdisciplinary approach in which tax consultants, auditors, lawyers and our Family Office work together. This is also a key element in our business culture. On the basis of the combined efforts of various disciplines, we develop solutions that are specially tailored to you and therefore take account of your specific concerns. In this way, we avoid inefficiencies, communication gaps and duplicate costs. We work in a result-oriented manner and stand for clear statements, adherence to deadlines, a sense of proportion, tact and individual solutions. “Our top priority is the long-term satisfaction and success of our clients.” LEGAL ADVICE As entrepreneurs, managging direcctors and private persons, you are confronted with a steadily growing number of national and in- ternational laws and regulations in your decision-making. We assist you in legally implementing and securing your business and private decisions. In addition, we offer you professional support when you have to enforce or defend your rights before the court. Thanks to our interdisciplinary approach, we do not deal merely with the purely legal issues. We also always focus on the commercial back- ground and peculiarities of the different sectors and corporate forms. In this way, we provide efficient, understandable, practical and results- oriented support. Internationally, we cooperate with law firms with whom we have worked for many years and who, on the basis of our personal experience, have the necessary expertise. “We combine legal skills with commercial expertise.” LEGAL ADVICE Examples of our advisory expertise n Corporate, business and contract law n M&A and corporate finance (legal due diligence, structuring of transactions, contract negotiations, post-closing disputes) n Structuring asset transfers under family and inheritance law, developing succession models and estate planning n Real estate (acquisition, financing and development of properties, fund structures, planning and implementing building projects, assisting communities of owners, commercial rent) n Compliance (risk analyses), Compliance management, advice in an emergency situation, Compliance due diligence n Technology transfer, research cooperation agreements, patent law, trademark law, copyright and copyright contract law n Foundation law, law of associations, non-profit tax law Further areas of advice n Labour law n Intellectual property law n Information technology law n Reorganisation and insolvency law n Anti trust law issues n Industrial distribution and supply relationships AUDIT Our auditors help you achieve your business With our transaction advisory team, we offer objectives. A significant part of our work involves private equity and investment firms a particular auditing separate and consolidated financial partnership. We assist you prior to, during and statements of larger and global mid-sized firms or after a transaction, advise you when you make family businesses. In addition, our work includes decisions and support you in structuring and auditing subsidiaries of international groups as implementing a transaction. well as public sector enterprises and foundations. Internationally, we cooperate with DFK Interna- In our audits, we always focus on understan- tional – a globally organised association of inde- ding your individual business processes and on pendent audit and consulting firms. This enables the informative value of your reports. Besides us to offer you services of the highest quality our pure audit work, we view ourselves as a even in cross-border engagements. sparring partner that can offer ideas to manage- ment and the supervisory board and as a trusted partner for your business. Accordingly, we analyse your business from the standpoint of the decision- makers or those that prepare the decisions. “We offer you a partnership based on trust.” AUDIT Examples of our advisory expertise n Statutory and voluntary separate and consolidated audits under German standards (HGB) and IFRS n Corporate transactions / M&A projects (financial and tax due diligence, business valuations, determining methods and models to calculate a purchase price) n Compliance audits and further special audits (forensic examinations and fraud audits, compliance and process audits) n Handling business transfers (buying and selling of com- panies, restructurings, changes among shareholders or partners, advising on management buy-outs and buy-ins) n Performing IT audits (IT systems audit, software selection and software introduction processes, IT due diligence, IT forensic services) n Certification of Compliance systems in accordance with IDW PS 980 Further areas of advice n Preparing business valuation opinions in arbitration proceedings n Organising international reportings, preparation of reports and consolidations n Advising on introduction of IFRS n Setting up reporting systems n Consolidation organisation and projects n Controlling and risk management TAX ADVICE With its numerous exceptions and special rules, We are conversant with the special needs of mid- national and international tax law is in a state sized and family-managed firms and the particu- of constant flux. While you are confronted with lar issues facing investors. We develop optimised ever-changing challenges as an entrepreneur recommendations for your ideas and strategies and private person, this also offers you a wide to strengthen your market position. In assisting range of opportunities. private individuals in their tax affairs, we take into consideration their family background and Our tax advice always takes account of your personal life plans as well as the next genera- needs and your personal situation. Whether you tion. Our services cover compliance with tax re- are an entrepreneur, investor or private person, turn obligations, issues concerning personal tax our wealth of experience and interdisciplinary planning and optimisation as well as structuring approach enables us to offer you in-depth and wealth succession arrangements. comprehensive advice in all areas of tax law. It goes without saying that we look beyond natio- nal borders. “Tax creativity for your individual requirements.” TAX ADVICE Examples of our advisory expertise n Advising on tax-optimised structures and tax planning (choice of legal form, structuring of capital measures, tax planning calculations, designing acquisition and invest- ment models) n Preparing tax returns and separate financial statements n International tax law (inbound and outbound planning, cross-border corporate transactions and investments) n Business succession (inheritance and gift tax, succession planning, tax issues associated with moving to and leaving Germany) n National and European VAT law (exports and imports of goods and services, acting as expert, assisting in tax audits) n Implementation, design and audit of tax compliance systems n Setting up, supporting and reviewing transfer pricing systems n Tax disputes and criminal tax law (voluntary disclosures of unreported income, assistance in tax investigations and criminal tax proceedings) n Advice concerning special IT audits Further areas of advice n Optimising M&A transactions from a tax perspective n Assisting in tax audits n Company pension plans n Tax opinions for fellow professionals FAMILY OFFICE Large estates are normally complex and mana- A key element of our work covers wealth ging them involves a great deal of time and effort. monitoring, in the course of which we regularly It is therefore often difficult for owners to keep report on the performance of your assets. You can track of everything. To enable you to make the decide on the scope of the reports. right decisions at all times and to protect your wealth in a financial world that changes from As independent advisers, our sole obligation is to day to day, we help you develop a customised you, your objectives and your financial future in wealth profile that reflects your life plan. order to justify the trust you place in us. Our interdisciplinary approach enables us, as tax consultants, certified financial planners, auditors and lawyers, to offer you expert advice in all aspects of wealth management. Together with you, our Family Office draws up individual