Expertise for small and mid-sized firms

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1 PETERS, SCHÖNBERGER & PARTNER Expertise for small and mid-sized firms Legal Advice Audit Tax Advice Family Office

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3 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.

4 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 innovative solutions that are concise and can be directly implemented.

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6 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. 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 indispensable. All of this reflects the high standards we set ourselves in offering a service that is driven by our clients needs. 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.

7 Our interdisciplinary approach is your success.

8 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. 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. 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.

9 Examples of our advisory expertise Advising on tax-efficient structures and tax planning International tax law National and European VAT law Tax compliance systems Tax disputes and criminal tax law Litigation and representation in court proceedings Digital audits Advice concerning special IT audits Setting up, supporting and reviewing transfer pricing systems Business succession We give you practical and straightforward advice.

10 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 supervisory 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.

11 Examples of our advisory expertise Auditing separate and consolidated financial statements Organising international reportings, preparation of reports and consolidations Corporate finance: acquisitions and corporate sales, financing Company valuations Business opinions / proposals for decision-making Forensic investigations and fraud reviews IT audits and process audits A modern and efficient audit approach for small and mid-sized businesses.

12 Legal advice for small and mid-sized firms In their decisions, mid-sized firms have to consider a steadily rising number of national and international 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.

13 Examples of our advisory expertise Corporate law Contract law / contract management M&A / corporate finance Restructuring Succession and estate planning Real estate Intellectual property law Governance, Risk & Compliance Labour law Insolvency law We offer holistic and solution-oriented advice.

14 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.

15 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

16 You can find further information on our range of services in the target group brochures: Family businesses and entrepreneurs Family Office / private clients Private equity firms PETERS, SCHÖNBERGER & PARTNER MBB RECHTSANWÄLTE WIRTSCHAFTSPRÜFER STEUERBERATER Schackstraße Munich Phone: psp@psp.eu PSP /17 STEP PHOTOS: KARSTEN DE RIESE, DIETRAMSZELL