Corporate & wealth management

Sofideec Baker Tilly is involved in corporate finance and wealth management through its subsidiary Baker Tilly Haussmann Corporate. Our subsidiary, specialised in SMEs and ETI in France and internationally, offers a complete range of services and financial solutions.

Our support in corporate finance

We advise SMEs and ETIs in respect of all stages of the transmission of their business, in financing and external growth operations.

Our missions are organised into 4 types of services:

  • Financial and sectors strategy: assistance in developing financial diagnosis, financial policy and assistance during the transmission of your company and during financing and external growth transactions.
  • Assistance in capital raising and capital development
  • Assisting our clients wishing to move overseas through our international network Baker Tilly International
  • Advice for strategic financial operations: mergers, divestitures, acquisitions, LBO, spin-offs…

Our expertise in wealth management

We support company executives in the optimisation of their assets projects by helping them to manage their taxation and savings and by advising them on their investments and in terms of asset restructure or arbitrage.
In this respect, we have tailored a 3-step method:
•    Wealth audit that allows you to obtain a global vision of your situation
•    Analysing your situation in order to define an asset strategy
•    Implementation of actions

Find out more about our subsidiary specialised in corporate finance and wealth management

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