Financial and business advisory for business customers
FINANZLAU supports self-employed professionals, entrepreneurs, managing directors, and SMEs with sound financial decisions. Independent, practical, and focused on sustainable outcomes including executive financial provision, tax optimization, and the use of public funding programs.
SME
clear focus on self-employed professionals and companies
bAV + Exec
occupational pensions and executive financial provision
Funding
tax optimization and public funding usage
How we support business customers
Strategic, understandable, and directly applicable in day-to-day business.
Independent advisory without ties to banks or insurance providers.
Occupational pensions (bAV)
We design and structure occupational pension setups that fit company size, workforce needs, and employer goals while remaining practical to implement.
Executive financial provision
For managing directors, we build sustainable provision concepts that align business objectives, personal planning, and long-term security.
Tax optimization
We review financial decisions with tax efficiency in mind so structures are not only technically sound but also economically effective.
Use of public funding
We identify relevant funding programs and integrate suitable public incentives into financing and business planning.
Financing, investment, and growth
Whether it is investment planning, commercial financing, or expansion, we structure options, evaluate scenarios, and support economically sound decisions.
Financial structure for owners and management
We align private and business financial topics and build a clear steering model for sustainable company development.
Typical client profiles
For companies that want to make financial decisions with clarity and foresight.
“We did not need a standard product. We needed independent advice that aligned our business goals with a long-term benefits structure.”
Sophie R.
Managing Director, services SME
“We wanted to offer our employees an attractive occupational pension (bAV) as a real company benefit and needed a solution that is clear and practical to implement.”
Daniel M.
Managing Director, mid-sized company
“We wanted to align executive planning, company goals, and private financial structures instead of solving each topic in isolation.”
Claudia S.
Business owner, agency group
Looking for independent financial advisory for your business?
If you are an entrepreneur or managing director looking for strategic support with occupational pensions, executive financial provision, tax optimization, public funding, financing, and business structure, we can define a practical first step together.