Tax and regulatory advice

Tax and regulatory advice

Consulting for access to capital markets 

Financial instruments for business growth and development 

We offer highly specialised services to support companies in accessing capital markets, facilitating the procurement of strategic financial resources for growth and development. Thanks to our experience and a solid network of investors and financial institutions, we guide companies in the issuance of debt and equity instruments, as well as in the search for strategic partners.  

Our services include: 

Issuance of bonds and participatory financial instruments (SFP) 

  • Assistance in structuring and issuing corporate bonds and participatory financial instruments (SFP) to strengthen the capital structure and access new sources of financing. 
  • Support in evaluating the available options, from listing on regulated markets to private placements. 
  • Drafting of the necessary documentation, including prospectuses, issue agreements and repayment plans. 

Search for strategic and financial investors 

  • Identification of investment funds, private equity, venture capital and family offices interested in supporting the business. 
  • Support in defining the fundraising strategy and presenting the company to qualified investors. 
  • Assistance in negotiating entry conditions, with particular attention to governance, voting rights and exit clauses. 

Strategic advice for optimising the financial structure 

  • Analysis of the company's financial situation and identification of the best solutions to improve its capital strength and credit rating. 
  • Definition of alternative financing strategies to bank credit, favouring an innovative and diversified approach to accessing capital. 
  • Support in regulatory and tax compliance, ensuring transparent transactions in line with industry regulations. 

With Xpertia's integrated approach, companies can successfully access the capital they need to expand their business, finance new projects and improve their competitiveness in the market. 

Accounting services

registration of accounting transactions and periodic verification of mandatory records using advanced AI systems.

Drafting and preparation of tax returns

calculation and submission of VAT, IRES, IRAP and other taxes due.

Tax and regulatory advice

Support in interpreting and applying tax and fiscal regulations.

Provision of financial statements and reports

Provision of financial statements and reports in accordance with IAS/IFRS and OIC standards. Budgeting and reporting. Advice on the preparation of ESG financial statements.

Relationship management with institutions and authorities

submission of mandatory communications and management of any checks or requests from the Revenue Agency or other institutions.

Support in human resources management

preparation of the Single Employment Ledger and management of all related social security, tax and administrative obligations.

Tax planning

tax workload optimisation and suggestions for savings strategies within the tools provided by the system.

Tax Credits

Assistance in acquiring and utilising tax credits

Assistance to international groups and in internationali- sation processes

International assistance and full support package for groups, funds and foreign investors.

Audit & Governance

In a constantly evolving legislative environment, characterised by increasing