As  middle-market companies or as their owners you might profit flexible support from independent financial advisors. Business and private assets and liabilities need careful planning.

Whether for a change in share ownership, refinancing, acquisition, disposal or to improve private asset allocation, our professionals take a wide-ranging view based on deep-seated analysis and calculated approaching.

Financing and structural decisions can become competitive advantages or disadvantages for a company.

Independent harmonization can be very helpful also in difficult situations. Our services can help you to close the gap or give you an advantage facing your transaction counterparties. Deciding the strategy of a major transaction, documenting it, researching and contacting counterparties as well as preparing the necessary paperwork might overstretch medium sized organizations.

What We Do…

B-Plan LLC focuses on strategic, operational, financial and capital needs of businesses. We address the full spectrum of financial and transactional challenges faced by companies. Furthermore we optimize company formation and tax planning procedures. Our success depends upon achieving optimal results for our clients.

Who We Are…

B-Plan LLC has a repute for mobilizing the dedicated resources needed for each unique situation – whenever and wherever they are needed. We have the capacity to bring together balanced teams of industry, financial and operational experts to provide the necessary insight to develop and implement effective solutions. We offer our personal commitment to each client.

How We Are…

Our impressive roster of clients reflects our reputation for delivering results time and time again. B-Plan LLC professionals have earned the trust and respect of powerful corporate leaders as well as their advisers, lawyers, lenders and investors.

Values…

Our foremost principle is the freedom to be able to concentrate fully on our clients’ interests and current requirements. We regard our independence as an essential obligation as well as a special privilege, because we match individuality of our clients with the excitement of taking on their requirements.

Personalised solutions, not patent remedies, are what add spice to our work.

We want to meet this demand as a team. Collectively, we have comprehensive expertise in all aspects of asset management at our disposal. Our clients profit from the expertise of the best professionals in the business – also thanks to our worldwide network – and a personal contact, who understands the client’s individual expectations at all times.