Safeguard your personal and professional future
At 2D Consultants, we understand that a business owner’s personal wealth is closely linked to their professional activity. Our Lyon-based accounting firm takes a comprehensive approach to protecting your personal interests, optimising your tax position and helping you plan confidently for the future.
Beyond your business figures, benefit from personalised advice and a relationship built on complete trust to support your major life decisions.
Your management and wealth advisory needs
Before making any decisions, it is essential to have a clear picture of your assets. We assess your circumstances in detail to develop a strategy that aligns with your family and financial goals.
Wealth Review & Planning
Comprehensive review : Detailed analysis of your property, financial and business assets, as well as your marital property arrangements
Defining your goals : Generating additional income, protecting your spouse or growing your capital
Tailored strategy : Investment recommendations and legal structuring suited to your circumstances
Tax analysis is central to our expertise. We help you identify the most effective lawful ways to reduce your overall tax burden while optimising your income as a business owner.
Choosing Your Tax Options
Remuneration planning : Advice to help you choose the right balance of salary, bonuses and dividends
Personal income tax : Assistance with preparing complex personal tax returns
Professional & non-professional furnished lettings : Calculation and preparation of the specific tax returns required before completing your personal income tax return
Retirement review : Review of your career and pension contribution history, estimates of your future pension income and assessment of the most suitable retirement age
Business owner social protection : Analysis and optimisation of your social security coverage, whether under France’s self-employed or employee-equivalent status
Personal protection cover : Arranging solutions to protect your family in the event of disability or death
Retirement Planning & Personal Protection
Planning ahead is the best way to protect your loved ones and maintain your standard of living after retirement. We connect you with partners who can help you build strong financial and social protection.
Passing on the results of a lifetime’s work requires careful preparation. We help safeguard the financial, legal and tax aspects of selling or gifting your business.
Business Transfers & Sales
Business valuation : An objective assessment of your company’s value to protect your interests
Legal structuring : Establishment of suitable arrangements, such as a holding company or a French Dutreil agreement, to facilitate the transfer
Estate planning support : Planning the transfer of your personal wealth to your heirs under the most favourable tax conditions
People at the heart of your life decisions
Wealth planning decisions are, above all, life decisions. That is why 2D Consultants is committed to providing every business owner with attentive listening, dependable support and complete confidentiality. Based in Lyon, we work alongside you to turn your personal ambitions into tangible achievements.
2D Consultants
Accounting & Advisory Firm