Strategic advisory for ambitious international enterprises and privates
Trusted Partners in Your Growth Journey
With a rich professional background in management consulting and real estate, complemented by a specialist network in finance and international tax advisory, I am dedicated to helping both corporate and private clients thrive in Switzerland and beyond.
I provide strategic support for international companies and private individuals, offering everything from expansion strategies for startups to bespoke real estate solutions for private investors. By leveraging my network’s decades of combined expertise, I help you navigate the complexities of cross-border business and private wealth structures, ensuring every transition is seamless and sustainable.
Whether you are exploring Switzerland as a business destination, seeking your next property investment, or looking to optimize existing operations, I deliver the knowledge, key connections, and hands-on guidance you deserve.
Comprehensive Services Tailored to Your Needs
I understand that every business is unique. Together with my network, I offer a comprehensive suite of services tailored to the specific challenges and opportunities you face as an international enterprise or individual.
Startup Advisory
Strategic consulting and hands-on support in building and scaling early-stage ventures with proven methodologies
Investor Relations
Leveraging our extensive network to connect you with the right investors and secure necessary funding
Swiss Relocation
Expert guidance through the complex process of relocating your organization or family to Switzerland
Real Estate Services
Professional marketing, positioning and bespoke sourcing of real estate assets for corporate and private clients
Startup Advisory & Venture Support
Building Tomorrow's Success Stories
Early-stage ventures require more than just capital—they need strategic guidance, operational expertise, and a network that opens doors. I provide founders with the comprehensive support necessary to transform innovative ideas into thriving, scalable businesses.
I work closely with entrepreneurs to refine business models, develop robust go-to-market strategies, and build sustainable operational frameworks. My hands-on approach means I am not just an advisor; I am a dedicated partner invested in your long-term success.
01
Business Model Validation
Rigorous analysis and refinement of your value proposition and revenue model
02
Market Entry Strategy
Comprehensive planning for successful market penetration and customer acquisition
03
Operational Excellence
Building scalable processes and systems that support sustainable growth
04
Funding Readiness
Preparing your venture for investment rounds with compelling narratives and financials
Investor Relations Excellence
Securing the right investment partners can define the trajectory of your business. My investor relations services go beyond simple introductions: I prepare you thoroughly, position you strategically, and connect you with investors whose vision aligns with your goals.
Network Access
Tap into my extensive network of family offices, venture capital firms, and private equity investors across Europe and beyond
Strategic Positioning
Craft compelling investment narratives and prepare materials that resonate with institutional and private investors
Deal Structuring
Navigate term sheets, valuations, and negotiation processes to secure optimal investment terms
"The right investor brings more than capital, they bring expertise, connections, and credibility that accelerate your growth exponentially."
Seamless Relocation to Switzerland
Switzerland offers unparalleled advantages for international businesses and private individuals: political stability, a favorable tax environment, world-class infrastructure, and an exceptional quality of life. However, navigating the relocation process requires deep local expertise and meticulous planning.
I guide you through every aspect of establishing your presence in Switzerland—from entity structuring and regulatory compliance to securing residency permits and sourcing the ideal real estate for your business or private residence. My goal is to minimize disruption while ensuring seamless compliance with all Swiss regulations.
With my support, your transition becomes a strategic advantage rather than an operational burden. I manage the complexities of both professional and personal relocation, so you can focus on what matters most: your growth and your future.
Your Relocation Roadmap
1
Initial Assessment & Strategy
Comprehensive analysis of your business or personal objectives, including optimal entity structuring, tax residency planning, and location selection within Switzerland.
2
Legal & Regulatory Setup
Entity formation or personal registration, tax optimization, and ensuring full compliance with all Swiss federal and cantonal requirements.
3
Immigration & Permits
Strategic management of work and residence permits for founders, key personnel, or private individuals and their families.
4
Operational Integration
Establishing banking relationships, real estate acquisition (offices or private residences), local vendor partnerships, and lifestyle integration support.
5
Ongoing Support
Continuous advisory on tax optimization, compliance updates, and business or wealth development opportunities.
Real Estate Marketing & Brokerage Services
My deep understanding of the real estate sector enables me to offer expert guidance throughout the entire transaction lifecycle. Whether you are a corporate client seeking optimal premises or a private investor looking to source or position assets strategically, I deliver results-driven solutions tailored to your unique requirements.
Asset Valuation
Comprehensive market analysis and professional valuation services to ensure optimal pricing and investment strategies for both acquisition and sale
Strategic Marketing
Sophisticated positioning for asset sales and targeted sourcing for corporate or private acquisitions, leveraging an exclusive network to reach qualified parties
Transaction Management
End-to-end support from initial negotiations and due diligence to successful closing, ensuring a seamless process for buyers, sellers, and tenants alike
Why Choose Fidens
Local Expertise
Deep knowledge of Swiss regulations, tax structures, and business practices across all cantons
Customized solutions designed around your specific needs, preferences, and business objectives
Proven Track Record
Years of successful engagements helping international businesses establish and grow in Switzerland
My Philosophy
At Fidens, I do not believe in one-size-fits-all solutions. Every client relationship begins with deep listening and understanding. Only then can I craft strategies that truly serve your ambitions. My commitment extends beyond transactions; I build lasting partnerships founded on trust, transparency and exceptional results.
About
I’m someone who loves working with people and helping them move forward. My work today brings together everything I’ve learned over the years and everything I truly enjoy doing.
I’m the central point of contact when important decisions need to be made – practical, calm, and focused. With experience, intuition, and a straightforward way of working, I support you exactly where it makes a difference.
Because good guidance should be clear, personal, and genuinely helpful. That’s what I stand for.
Best, Serif Balta
Get in Touch
Ready to explore how Fidens can support your journey? I invite you to connect with me for a confidential consultation. Let’s discuss your goals and discover how my expertise - and the power of my network - can help you achieve them.