Download Expertise for small and mid-sized firms

PETERS, SCHÖNBERGER & PARTNER
Expertise for small
and mid-sized
firms
Legal Advice Audit Tax Advice
Family Office
Small and medium-sized businesses – the so-called “Mittelstand” – form the
backbone of the German economy. With their global markets, international structures, high product and service quality, cross-border patents, sound
financing structures and highly qualified employees, they compete successfully in the global marketplace.
We have been advising these firms for more than 35 years in the fields of
tax, audit, law and corporate finance.
PSP – partner for small and mid-sized firms
Since PSP was established over 35 years ago, we
have concentrated on advising small and mid-sized
enterprises. As tax consultants, auditors and lawyers,
we support your business when important decisions
have to be made and assist in their implementation.
We minimise potential risks and also open up opportunities. As a mid-sized firm, we are fully conversant with
the characteristics of the “Mittelstand” sector. Thanks
to our many years of experience, we are aware of
the specific issues and requirements that concern such
businesses from a wide range of sectors, with different
legal forms and ownership structures. For this reason,
we offer solutions that are specially tailored to you and
take account of your specific concerns. In this way, we
help you secure the sustained long-term success of
your mid-sized or family-managed business.
We offer you the personal service that you expect
from your adviser and stand for clear statements,
adherence to deadlines, a sense of proportion, tact
and customised solutions. We are a professional,
reliable and assertive partner at your side. Drawing
on our experience, we develop pragmatic and
innovative­solutions that are concise and can be
directly ­implemented.­
Holistic advice based on our interdisciplinary
approach
We have always pursued an interdisciplinary
approach in which our tax, audit and legal
specialists work closely together. This is one of
the main reasons for our success and for the
success of our clients. We emphasise this interdisciplinary approach, which is a matter of
course for us. With various disciplines working
in tandem, we devise viable solutions and at the
same time avoid inefficiencies, communication
gaps and additional costs.
Our highly qualified team in Munich includes tax,
audit and legal advisers. In addition, we have a
large network of selected international partners that
we have known for many years.
You and your business therefore profit from the
same level of expertise as you would from a large
firm and at the same time enjoy the benefits of
personal and individual service with fixed contact
partners. For us, this client-adviser relationship
based on trust is a matter of course and indis­
pensable. All of this reflects the high standards we
set ourselves in offering a service that is driven by
our clients’ needs.
“Our interdisciplinary approach is your success.”
Tax advice for small and mid-sized firms
With its numerous exceptions and special rules, tax
law has reached a degree of complexity that presents
huge challenges for “Mittelstand” firms. Legislation is
changing at an ever faster pace and business life is
becoming increasingly international. As a result, you
have to remain flexible and be ready to change
course to secure the success of your business on a
lasting basis.
We show you concrete solutions that strengthen your
market position and that can be put into practice
without unnecessary steps. In doing so, we naturally
take account of cross-border issues.
In VAT, PSP is one of the leading firms in Germany.
This is a field that harbours considerable potential
risks for small and medium-sized firms. We tackle
these risks with experienced specialists, who provide
prompt and straightforward advice, train your staff
and work out appropriate solutions for your business.
Examples of our advisory
expertise
n Advising on tax-efficient structures and tax planning
n International tax law
n National and European VAT law
n Tax compliance systems
n Tax disputes and criminal tax law
n Litigation and representation in court proceedings
n Digital audits
n Advice concerning special IT audits
n Setting up, supporting and
reviewing transfer pricing systems
nBusiness succession
“We give you practical and straightforward advice.”
Audits for small and mid-sized firms
In our audit approach geared to small and midsized companies, we take account of your special
needs when we audit separate or consolidated
financial statements and reconcile these with international quality standards. We place particular
emphasis on direct contact with the partner in
charge of the audit providing a personal service to
our clients at local level.
We do not concentrate solely on the audit work.
We also view ourselves as a sparring partner that
can offer ideas to management and the super­
visory board. After performing an audit, we have
a very clear idea of the factors that make you
successful, as well as of the risks and relevant
company data. This enables us to identify any
scope for improvement and offer you focused
advice. This also applies in particular to acquisitions,
divestments or complex financing arrangements with
equity or equity-related instruments.
In doing so, we always take an independent and
objective view of the key tasks that you prioritise.
Nor do we shy away from addressing critical
issues early and openly before they develop into
a serious problem. We see ourselves as a partner
for your business who provides clear recommendations incorporating the collective interdisciplinary expertise of our firm. Our overriding goal is
to ensure that our clients and their business are
successful.
Examples of our advisory
expertise
n
n
Auditing separate and consolidated financial statements
Organising international reportings, preparation of reports and
consolidations
n Corporate finance: acquisitions and corporate sales, financing
n Company valuations
n Business opinions / proposals for decision-making
n Forensic investigations and fraud reviews
n IT audits and process audits
“A modern and efficient audit approach for
small and mid-sized businesses.”
Legal advice for small and mid-sized firms
In their decisions, mid-sized firms have to consider
a steadily rising number of national and interna­
tional laws and regulations. On your behalf, we
analyse the legal requirements and possible
consequences of your action as an entrepreneur
and draw up tailor-made proposals. Besides
purely legal issues, we also take account of the
economic background and peculiarities of various
sectors.
We provide a full range of legal advice in large
projects. However, if you wish, we analyse only
specific issues or support your in-house legal
experts in particular matters as a sparring partner.
This also applies to your international operations
and the ensuing legal tasks.
Examples of our advisory
expertise
n Corporate law
n Contract law / contract
management
n M&A / corporate finance
nRestructuring
n Succession and estate planning
n Real estate
n Intellectual property law
n Governance, Risk & Compliance
n Labour law
n Insolvency law
“We offer holistic and solution-oriented advice.”
A national and international presence
We operate wherever our clients need us, as we are
aware that personal advice does not end at the
border. This is why we have been a member of DFK
International for many years. DFK International is a
significant international association of independent
audit and tax consulting firms. It embraces more than
400 offices in 85 countries. Through DFK International, we always have a local presence and can also
advise you on cross-border matters individually and
personally – regardless of whether you plan to
expand internationally or are already represented
abroad or simply want to establish new international
business relationships. With the combined expertise
of DFK International, we are able to support you
worldwide with the services that you expect from us.
In addition, we maintain personal contacts to many
excellent advisers abroad. These have grown over
the years and also enable us to give you prompt and
efficient advice on complex international issues.
Moreover, in complex matters we ourselves work
abroad locally. Besides overall coordination, we
ensure that examinations, negotiations and the final
documentation meet your requirements.
Through DFK, we have a local
presence in 85 countries.
The firm opposite the Siegestor
Since it was established over 35 years ago,
Peters, Schönberger & Partner has developed
into a highly regarded mid-sized firm that
provides tax advice, audit services and legal
advice. We mainly advise small and midsized firms, family businesses, entrepreneurs,
wealthy private persons and private equity
companies that seek interdisciplinary and
personal advice. With us at your side, you
have a professional, reliable and assertive
partner that is committed to representing your
legal and tax interests and that performs the
traditional tasks of auditors.
PSP – a consistent
interdisciplinary approach
You can find further information on our
range of services in the target group
brochures:
Family businesses and entrepreneurs
Family Office / private clients
R E C H T S A N W Ä LT E
WIRTSCHAFTSPRÜFER
S T E U E R B E R AT E R
Schackstraße 2 80539 Munich Phone: + 49 89 38172-0
[email protected]
www.psp.eu
PSP 500 01/17 STEP
PETERS, SCHÖNBERGER & PARTNER MBB
PHOTOS: KARSTEN DE RIESE, 83623 DIETRAMSZELL
Private equity firms