Our offering of services in the area of Start-Up and Entrepreneurism is a valuable extension—especially for clients who are building ventures, managing private wealth through holding structures, or launching family businesses. These services bridge legal, strategic, and operational gaps early on.

Here’s a list of targeted services we offer clients in this area:

1. Start-Up Structuring & Incorporation

• Advice on the most suitable legal structure (eg. GmbH, AG, holding company, foundation-backed business)

• Incorporation of Swiss entities (including regulatory filings, commercial registry registration)

• Multi-jurisdictional structuring for cross-border ventures (including IP holding companies or trusts)

2. Founder Advisory & Governance

• Legal guidance for founder rights and responsibilities

• Drafting of shareholder agreements and vesting terms

• Founder share classes, option pools, and anti-dilution mechanisms

3. Business Planning & Financial Modeling (via Partners or In-house Experts)

• Assistance with business plans, pitch decks, and investment materials

• Financial modeling and cap table creation

• Cash flow and funding runway analysis

4. IP and Brand Protection

• Advice on holding IP in a separate legal entity or trust for asset protection

• Trademark registration and licensing agreements

• Structuring royalty agreements between IP and operating entities

5. Fundraising & Investor Readiness

• Legal support for SAFEs, convertible notes, or equity rounds

• Due diligence preparation (legal, structural, and financial hygiene)

• Support with term sheets, data rooms, and investor onboarding

6. Regulatory & Tax Structuring for Ventures

• Advice on Swiss tax treatment of start-up income, exits, and equity incentives

• Planning for participation exemptions, innovation box regimes (if applicable), or R&D incentives

• Regulatory pathway mapping (esp. for FinTech, MedTech, or other sensitive sectors)

7. International Expansion & Cross-Border Setup

• Setting up holding or IP entities abroad (e.g. in Luxembourg, Liechtenstein, Singapore)

• Structuring advice for international operations, profit repatriation, and tax optimization

• Guidance on global hiring, remote work compliance, and employment structuring

8. Virtual CFO / Back-Office Setup

• Assistance with setting up accounting, payroll, invoicing, and reporting functions

• Interim CFO or COO services during early stages

• Outsourced board secretary and governance management

9. Exit Strategy Planning

• Structuring for tax-efficient exits (sale, IPO, MBO)

• Preparation of legal and operational materials for due diligence

• Post-exit wealth structuring (e.g., trust or foundation setup, estate planning)

10. Education & Mentoring for Entrepreneurs

• Workshops or advisory sessions on:

  • Founder legal risks

  • Management contracts

  • Managing equity and teams

  • Scaling internationally

• Mentoring through a network of legal, financial, and business experts

At Meta Octav, we aspire to Transform Dreams into tangible realities through focused vision and dedicated action.

~Meta Octave – Your Trusted Partner~