💼 Entrepreneurs & Self-employed

Building wealth
when you lead.

Optimising pay, structuring through a holding, preparing retirement, anticipating sale — director and self-employed challenges differ from employees'.

Your 3 specific challenges.

Directors and self-employed face problems that standard solutions don't address.

1
⚖️

Salary / dividend mix

The right balance between pay and dividends can represent thousands of euros per year.

  • Social charges vs flat tax analysis
  • Multi-year calibrated strategy
  • Combined with TNS retirement strategy
2
🏛️

Wealth holding

Structuring through a holding allows housing passive income and preparing transmission.

  • Parent-subsidiary regime (95% exemption)
  • Contribution-disposal (art. 150-0 B ter)
  • Leverage for acquisitions
3
🎯

Exit preparation

Selling your business is planned 5-10 years ahead. Otherwise tax bill is heavy.

  • Holding period rebate
  • Contribution-disposal-reinvestment
  • Pacte Dutreil for family transmission
⚠️

The self-employed retirement trap: -50% lifestyle

The average replacement rate for a self-employed worker is 45-55%, vs 74% for an employee. A director paying themselves €8,000/month during their career typically receives €3,600/month in retirement — unless a dedicated capitalisation strategy is put in place.

Our approach.

🔍

360° audit

Complete mapping: business, pay, personal wealth, projected retirement, taxation, transmission.

  • Free wealth review (90 min)
  • Quantified 10/20-year projection
  • Identification of priority levers
🛠️

Implementation & follow-up

Strategy deployed step by step with a single long-term contact.

  • Coordination with your accountant
  • Quarterly or half-yearly check-ins
  • Adjustments as the company evolves

You run a business in Grand Est?

A free 90-min review to map your global wealth situation (personal + professional).

Book my review →