You run your business. I take care of what protects you and your company.
As a business owner, you carry responsibility – for yourself, your family, and your employees. That is exactly where I come in: with a clear plan for the three topics that often get pushed aside in day-to-day business.
I am an advisor for business owners, not a management consultant: I advise you as the person behind the company – and your business benefits along the way. Working hand in hand with your tax advisor and lawyer, we build a plan that fits you.
Liquidity
Optimize liquidity
Liquidity is the foundation of stability and growth – with more headroom, you stay able to act.
- Invoicing & receivables management
- Factoring – cash within 2 banking days
- Financing: loans, leasing & hire purchase
- More planning certainty & a stronger credit rating
Employees
Find & retain employees
Good employees have never been more valuable. Attractive benefits help you win and keep the right people.
- Company health insurance (bKV)
- Occupational pension (bAV)
- Company accident insurance
- Up to 50 € per month tax-free instead of a pay raise
Protection
Protection & risk management
Secure the future in the present: your business model deserves a protection plan that fits you exactly.
- FirmenSAFE concept – all-round protection for SMEs
- Business & property protection policies
- Business liability, loss of earnings & cyber
- Fire protection & prevention
The business is running – but what about your own future?
Many business owners put everything into the company and forget themselves. Your retirement planning, your wealth, and the protection of your ability to earn belong on the table just as much as the business does.
My promise
One contact for everything
Business and personal finances from a single source, honest and without pressure. I keep track of the big picture – you gain time for what you do best: running your business.
From the first analysis to a long-term partnership.
Structured, transparent, and at your pace – that is how we work together.
Introduction
I walk you through my advisory and support approach. You know from the very start what to expect.
Analysis
A quick, honest review of your current situation – as a business owner and for your company.
Advice
You get a tailored plan, explained in plain language and built precisely around you.
Implementation
We decide together and put the steps into action quickly and without complications.
Partnership
I stay at your side and adjust your plan whenever your business or your life changes.
Want to know where your business – and you yourself – stand today?
Note: I work through tax and legal questions together with your tax advisor and lawyer – I contribute the financial building blocks and make sure everything fits together.
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How a bAV retains the team while the owner provides for themselves.