Services · Corporate advisory
The choices that shape the future of your business.
Extraordinary transactions, shareholdings, governance, CFO advisory and generational handover. For businesses in Ticino and across Switzerland, since 1982.
Service
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The point
The decisions that matter, not the compliance.
A reorganisation, the entry of a shareholder, a generational handover, a growth decision. These are the moments when a business changes course — and when a partner combining technical competence and vision makes the difference.
We support entrepreneurs, shareholders and management of Sagl, SA and groups facing important choices. We do not sell compliance: we walk with you through the choices that shape the future of the business.
- 01 Entrepreneurs at a turning point
- 02 Shareholders and management of Sagl and SA
- 03 Multi-canton corporate groups
- 04 Family businesses in succession
Corporate and strategic choices shape the future of the business.
What we do
Four areas, one single point of contact.
From extraordinary transactions to governance: we cover the corporate and strategic choices on which a business decides its trajectory.
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Extraordinary corporate transactions
Mergers and demergers, corporate and financial due diligence, restructurings, liquidations and group reorganisations. We handle the accounting, tax and procedural aspects and coordinate the professionals involved, so you reach the decision with a clear picture.
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Shareholdings and capital
Valuation of the business and of shareholdings, transfers and disposals of shares, entry and exit of shareholders, sale and purchase agreements, capital increases and reductions. Sensitive transactions structured with clarity, reducing risk between the parties.
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Governance and strategic direction
Support to financial management with CFO advisory, strategic planning and business development, support for growth and investment decisions, structuring of decision-making processes and internal governance. CFO expertise without the cost of a full-time in-house figure.
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Succession and generational handover
Passing the business to the next generation is one of the most delicate moments for a family business. We prepare it well in advance: corporate structure, shareholdings, tax aspects and family roles, to protect continuity and reduce conflicts.
Why Fidav
Deciding with the numbers and experience on our side.
We know the businesses of the area and the cross-border situations Italy–Switzerland. Technical rigour and a concrete strategic vision, in one single relationship.
The year we started in Mendrisio
Over 40 years of continuous corporate advisory
Businesses and groups who have chosen us
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01
Since 1982 in Ticino
Forty years alongside entrepreneurs and groups in the area. We know the turning points — and we have already seen them.
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Technique + vision
We do not just execute. We help you decide, with technical rigour and a concrete strategic vision of the numbers.
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CFO advisory
Finance direction on demand, without hiring in-house. The continuity of a stable partner on strategic choices.
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A single contact
From the start of the business to its growth: one single reference who knows your story and supports every step.
Frequently asked questions
Answers to the questions we hear most often.
Have a specific case you do not see here? Message us on WhatsApp: we reply within the day.
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What does a fiduciary do in extraordinary corporate transactions?
We support the company in transactions such as mergers, demergers, restructurings, group reorganisations and liquidations, handling the accounting, tax and procedural aspects and coordinating the professionals involved. We also conduct corporate and financial due diligence. The goal is to reach the decision with a clear picture and manage the transaction in an orderly, compliant way.
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How do you handle the entry or exit of a shareholder and the transfer of shares?
We follow the entire process: valuation of the shareholding, sale and purchase agreements for shares, management of capital increases or reductions and the related corporate filings. We help you structure the operation in the clearest way for all parties, reducing risk and uncertainty between shareholders.
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Can I get finance-director support without hiring an in-house CFO?
Yes. With CFO advisory we provide finance-director expertise on demand, without the cost of a full-time in-house figure. We support you in strategic planning, in growth and investment decisions and in structuring decision-making processes and governance, with the continuity of a stable partner.
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How do you plan the generational handover of a family business?
The generational handover must be prepared well in advance, assessing corporate structure, shareholdings, tax aspects and family roles. We help you set up a succession strategy that protects business continuity and reduces conflicts and burdens, coordinating corporate aspects with wealth and tax matters.
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Do you help SMEs with growth decisions and governance?
Yes. We support management in strategic planning and business development, in growth and investment decisions and in structuring decision-making processes and internal governance. It is continuous support, designed to bring method and vision to those who lead the company day after day.
Let's talk
Facing a corporate or strategic decision?
Thirty minutes to understand each other. No commitment, with the confidentiality you expect from a Swiss fiduciary.
- Reply within 24 working hours
- First exploratory call free of charge
- Swiss confidentiality, always
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