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FINMA System

The FINMA Operating System -TEKIS

Our Guiding Framework: Trust • Expertise • Knowledge • Integrity • Strategy

At FINMA, the TEKIS Framework is more than a set of values, it’s our operating system.
It governs how we analyze, communicate, and execute across every mandate — whether advising on a business sale, structuring capital, managing real assets, or leading due diligence.

TEKIS shapes how we think, the decisions we make, and the discipline we bring to every engagement. It is the foundation of our fiduciary approach — acting with transparency, independence, and accountability in all that we do.

What TEKIS Stands For

T — Trust

Everything begins with trust.
We earn it through confidentiality, consistency, and results. Our clients rely on us to safeguard sensitive information, navigate high-stakes decisions, and deliver unbiased guidance.
We recognize that advisory work demands discretion — and trust must be earned at every interaction.

In Practice:

  • Confidential processes and data handling protocols
  • Transparent reporting and communication
  • Long-term client relationships built on reliability

E — Expertise

Our expertise is both technical and practical.
FINMA’s partners have spent decades structuring transactions, leading financial operations, and managing real assets. This blend of finance, strategy, and execution experience ensures our advice reflects both analytical rigor and real-world feasibility.

In Practice:

  • Senior-led mandates with hands-on execution
  • Cross-disciplinary understanding across finance, operations, and compliance
  • Ongoing professional development and accreditation (CPA, MBA, C.Adm., AMBAQ)

K — Knowledge

Knowledge is our foundation for informed decision-making.
We translate complex data into clear insights and actionable strategies — giving clients the clarity to move decisively.
From market intelligence to diligence analytics, our focus is on understanding the “why” behind every number and every decision.

In Practice:

  • Market, industry, and financial data analysis integrated into all mandates
  • Detailed documentation and audit-ready workpapers
  • Continuous learning and sector research embedded in our process

I — Integrity

Integrity defines how we conduct business — objectively, ethically, and without compromise.
We act only in our clients’ best interests, free from conflicts or external incentives. Integrity also means telling the truth, even when it’s uncomfortable — because credibility is built on candor.

In Practice:

  • Fee structures aligned with client outcomes, not transaction volume
  • Independent, evidence-based opinions and valuations
  • Full compliance with professional and regulatory standards

S — Strategy

Every mandate begins and ends with strategy.
Whether advising on a corporate sale, raising capital, or managing a property portfolio, we connect short-term actions with long-term objectives. Our strategic focus ensures every recommendation contributes directly to measurable, sustainable outcomes.

In Practice:

  • Defined success metrics and milestone tracking
  • Scenario planning and decision modeling
  • Alignment of financial, operational, and organizational objectives

TEKIS in Action Across FINMA’s Practices

Corporate Finance

TEKIS ensures disciplined analysis and responsible recommendations in capital structure design.
Every financing strategy balances growth ambitions with liquidity, flexibility, and risk mitigation.

M&A Advisory

Our TEKIS framework drives rigor, confidentiality, and clarity through every transaction phase — from preparation to post-close integration. We focus on strategic fit, value realization, and stakeholder alignment.

Property Management

TEKIS reinforces our operational accountability. We manage properties as fiduciaries — applying financial control, transparency, and strategic foresight to maintain long-term asset value.

Life Insurance​

    Health Insurance​

      Disability Insurance​

        Long-Term Care Insurance​

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