Tax and Financial Planning

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Garanti expertízy

We understand tax and financial planning as a tool that helps companies and their owners make better decisions in the long term. It is not about one-off adjustments or seeking short-term savings, but about the thoughtful management of money, costs, and assets over time. At the beginning, we are interested in where the company is headed and what plans its owners have. How they want to develop the business, what role assets play in their lives, and what they expect from the future. Only within this context does it make sense to set up tax and financial solutions.

Aligning business and personal plans

A company cannot be separated from the people who own it. Therefore, in tax and financial planning, we work with both business goals and the personal intentions of the owners. We look for a balance between what the company needs today and what will be important tomorrow. The goal is for financial and tax decisions to support the long-term functioning of the company while providing owners with certainty and peace of mind.

Savings with consideration

Tax and financial planning is not about aggressive optimization. Together, we look for ways to:

  • reduce or spread out costs where it makes sense,

  • maintain stability and an overview,

  • create space for further company development.

We do not perceive savings as an ultimate goal, but as a means to help the company operate more efficiently and with greater flexibility.

Working with released funds

Part of the planning involves working with funds that are released thanks to the correct setup. Together, we look for ways to utilize and appreciate them meaningfully, whether within the business or in asset management. We emphasize that all solutions must be:

  • transparent,

  • sustainable in the long term,

  • and in accordance with valid tax and legal rules.

Certainty and overview instead of uncertainty

Our goal is for clients to have clarity on how their finances and taxes work and to avoid dealing with unpleasant surprises. We monitor compliance with obligations, the clarity of the setup, and functionality in the actual operation of the company. Tax and financial planning should bring the company peace of mind, control, and the space to focus on what matters most—the business.

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  • A successful company, but chaos in assets

    The business was thriving, and assets were gradually growing. Real estate, shares, investments. Everything was created step by step, without a unified structure. The owner began to feel that he no longer had an overview and that some decisions were being made more out of inertia.

    We helped reorganize the assets, adapt their structure to future plans, and set up management so that it was clear, efficient, and sustainable in the long term.

  • A family business where the future was never discussed.

    The company founder knew that one day he would have to address the handover. It’s just that the “right time” never seemed to come. In the meantime, the children got involved in the business, each with a different idea of their role and the company’s future.

    We helped open the topic of succession early and calmly. First, we looked for a shared vision, then a strategy that respected both the company and the family. Thanks to this, the sensitive topic did not turn into a conflict, but into a plan.

  • The owner was considering a sale, but didn’t know to whom or when.

    The company was performing well, stable, and profitable. The owner felt a change was approaching but didn’t know whether it was time to sell the company, bring in an investor, or continue developing it further.

    We helped him clarify his goals, value the company in the context of its potential, and prepare for negotiations with investors. Together, we built the company’s story so that it made sense not only numerically but also strategically.

  • The owner wanted peace of mind, not more spreadsheets.

    The company owner felt that most of his time was spent mediating between accountants, consultants, and lawyers. Everyone spoke a different language, and responsibility was becoming diluted.

    Our goal was to create a single, clear framework. One team, one perspective, one place where decisions meet. The result was not just a better setup, but also greater peace of mind in everyday operations.

  • The assets were supposed to stay in the family, but it wasn’t clear how.

    The owner wanted to protect the assets while maintaining clear rules for the future. He was looking for ways to ensure management, continuity, and clarity without unnecessary complications.

    We helped select the appropriate legal form, set the rules, and prepare a solution that respected both personal intentions and a long-term horizon.

  • The company entered foreign markets and began to face reality.

    Expanding business across borders was a logical step. It brought new opportunities, but also new obligations. European legislation, regulations, and compliance began to burden the company more than expected.

    We helped the company understand what actually applied to them and set up rules to meet their obligations without unnecessarily weighing down operations. Compliance became a part of management rather than a daily problem.

  • The company faced a crucial decision and lacked perspective.

    An offer came in that could significantly move the company forward. At the same time, it carried risks. The owner needed a partner to help him see the big picture, not just the individual points of a contract.

    Together, we looked at the situation from multiple angles—financial, tax, and strategic—and helped him make an informed decision.

  • The company was growing faster than anyone expected.

    The owner was used to making decisions quickly and intuitively. It worked. The company grew, and both employees and orders increased. At one point, however, it began to clash with its own setup. Contracts were created as needed, the structure evolved on the fly, and taxes were handled operationally rather than conceptually.

    The problem wasn’t a single decision, but the fact that individual steps stopped making sense together. We helped the company clarify its direction again, align financial and tax issues with the reality of the business, and set up a system that supported growth instead of hindering it.

  • The company was performing well, but felt it needed a change.

    Sometimes it’s not about a specific problem. It’s just a feeling that the company has grown and needs a different way of management—more structure, more clarity, and less improvisation.

    It is precisely in these situations that a comprehensive approach from the ground up helps. Together, we looked at how the company functions as a whole and set up a system that corresponded to its new phase.

  • It worked from a tax perspective, but in the long run, it didn’t make sense.

    The company had a setup that delivered short-term savings. However, it gradually became clear that the solution was not sustainable in the long run and was complicating further decision-making.

    We helped find a balance between efficiency and stability. We adjusted the tax and financial planning to support the future development of the company rather than restrict it.