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Your decisions as entrepreneur have also an impact on your personal life. How to secure your situation, your future and that of your loved ones?
As pragmatic experts, we accompany you in the workable solutions.

An entrepreneur is considered differently by age or family status. All questions are addressed as to make an optimal choice. Independently, we advise you to implement the most appropriate solutions for your professional and personal situation.

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CEO strategy

 

How to define an overall strategy that integrates dimensions as:
social, heritage, entrepreneurial and tax ?

After identifying the possible choices with you, we define a priority action plan
in line with your personal situation.

 

How it works

Personal strategy
  • What types of personal investment

- financial, real estate, quoted - unquoted - What are the managerial strategies to be implemented? Difficult to make the right choices. We help you choose and oversee your investments. We coordinate the various professional « experts » (bankers, real estate agents, management companies ...) to ensure a level of risk and allocation in line with your goals.

 

 

  • How to structure my heritage

to legal and tax? This is a shifting and complex environment. We identify the best structures we coordinate lawyers, notaries, estate planners concerned and we endeavour to maintain the best organisation in a changing environment.

 

  • How to effectively manage

personal affairs? You devote yourself completely to your work, and you run out of time. We offer to take over the management of current family business: private secretariat, systems for filing digital safety deposit box, administration, accounting, insurance, cash, ...

 

  • Can we give ourselves objective advice in terms of families?

Never face or manage your family affairs alone. We can accompany your family in areas such as: governance, mediation, training, philanthropy, ...

 

Offre CEO strategy Offer
From: 1500€ Excl. VAT.
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CEO remuneration and foresight
Remuneration and foresight
  • Be an employee or non-employee?

Exercise in your own name or set up a company? These choices have a significant impact on your social protection and your retirement. We study your situation: financial, fiscal, social, family, property and estate as to advise you the perfect solution.

  • Spouse employee or collaborator?

Full time, part or casual? Partner or co-manager? The implications are many and the cost of your business varies considerably according to the chosen options. Daily allowances in case of a work stoppage, guarantees in the event of death, retirement.... We are with you to define the most suitable status and your criteria.

  • Earnings or dividends? PEE or PERCOs?

Difficult to make the right choices while legislation is constantly changing... We help you see more clearly to enhance your benefits by paying less taxes and social security contributions. We control all the know-how to optimize your remuneration strategy.

  • CEO foresight

Contrats Madelin, lump-sum or indemnity guarantee ... there are many solutions to cover you and your family in the event of a work stoppage or death. To help you see more clearly, we consider your personal and professional situation and we are able to provide precise information impact of each option on your social protection and that of your family.

 

Offre CEO remuneration and foresight
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Real-estate investment

You have a real estate project ?

Heritage, tax exemption, retirement, succession you have good reasons to invest in real estate. Before you commit to long-term lean on our expertise.

 

How it works

Real-estate
  • We analyse all aspects

of your project to determine if it is better to invest in a personal capacity as company or through an SCI.

  • Considering your personal tax

and your financial capabilities, we will present the advantages and disadvantages of each tax regime.

  • If you prefer investment

on a professional basis, we can study the option to purchase the asset as company or by creating an SCI?

  • We study the various options,

formulate our recommendations independently and formulate our recommendations independently and help you select the best solution for your premises safely.

Offre Real-estate Offer
From: 500€ Excl. VAT.
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Managerial audit

Management, treasury, development, organization, pay, ...

Management, treasury, development, organization, pay... You don't always can figure out where your business development is. We can help you. After analyzing your needs,
we are proposing to you a roadmap to improve the management of your performance.

 

How it works ?

Management
  • We start from

your personal and professional goals to set your contractor project.

 

  • We identify

the strengths and your company's areas of progress and its positioning on the market.

  • We are working

on your strategic business areas to build your short and medium-term project

  • We conclude

our common reflection with an action plan that we help you to implement.

Offre Managerial audit
From 2500 € Excl. VAT.
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Personal income tax returns

You want to invest in a private capacity :

financial investments or real estate ... But taxation seem you more complex.

 

How it works ?

Your Taxes
  • To remove all your uncertainties,

we set for you all required statements according to your investment choices: income tax, wealth tax, SCI ... We also study with you the best way to optimize your tax system.

  • Income Tax

We help you to identify all the needed information as to establish your income tax return. We study the potential opportunities for tax optimization and then establish your tax return. We communicate the final statement of the income tax and social security contributions.

Tax returns offers : Income Tax From: 150€ Excl. VAT.

  • ISF

We identify with you all the parts of your assets as all liabilities and charges allocated. We validate together the valuing of your assets (shares, real estate ...), study the exemption for certain properties and establish your ISF.

Tax returns offers : ISF From: 250€ Excl. VAT.

depending on the type and complexity of reporting

  • SCI

You have or want to create a Private Limited Company for Property Purposes (Société Civile Immobilière or SCI) to separate personal and business wealth, have additional income, divide the real estate within the same family or associates. Your SCI must have your accounting "to date" and meet its fiscal and legal obligations. We can do this for you.

 

 

Offre SCI legal, tax and accounting pack
From: 60€ Excl. VAT. / monthly

Contact us 

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You have a right to access, modify, rectify and delete data concerning you (art. 34 of the French Data Protection and Freedom of Information Law “Loi Informatique et Libertés” of 6 January 1978, n° 78-17 of 6 January 1978).
To exercise this right, please contact : 7 rue Duplessy - - 33000 Bordeaux Tel. : 05.57.85.59.10 - Fax : 05.57.85.59.19 - E-mail : contact@anexis.fr

Newscast 

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