About us

    Case studies

    Successful consulting projects and sustainable solutions for our customers

    Medium-sized manufacturing company

    Industrie
    250 Mitarbeiter

    Challenge

    Introduction of a legally secure company pension solution for employee retention

    Solution

    Implementation of digital company pension management with a tax-optimised structure

    Results

    • 95% Mitarbeiterbeteiligung erreicht
    • 30% reduction in administration costs
    • Rechtssichere Versorgungsordnung etabliert

    Cost saving: €45,000 annual administration cost savings

    IT service company

    IT & Software
    120 Mitarbeiter

    Challenge

    Modern benefit strategy for recruiting skilled workers

    Solution

    Combination of bAV, bKV and flexible benefits

    Results

    • 40% bessere Candidate Experience
    • 25% weniger Fluktuation
    • Moderne HR-Prozesse implementiert

    Cost saving: € 180.000 reduzierte Rekrutierungskosten

    Managing Director GmbH

    Advice
    2 shareholders-managing directors

    Challenge

    Tax-optimized retirement provision for managing directors

    Solution

    Tailored shareholder-managing director pension (GGF-Versorgung) with shareholder loans

    Results

    • Steuerliche Optimierung erreicht
    • Flexible Auszahlungsoptionen
    • Rechtssichere Dokumentation

    Cost saving: €25,000 annual tax savings

    Our track record

    200+
    Companies advised
    €2.5M
    Cost savings
    95%
    Customer satisfaction
    100%
    Legal certainty

    Become our next success story

    Let us develop a tailor-made solution for your company together

    Free initial consultation

    Ready for the next step?

    In a free initial consultation, we will clarify your initial situation and show you the most sensible options for your company - without obligation and without pressure to sell.

    Free initial consultation