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Exponens

Notaries

We help you build the future of your study in a changing world

Historically, notarial offices could only operate as a sole proprietorship or as a professional civil partnership, but various laws have profoundly changed the way in which the profession operates in recent years.

Thus, the creation/transformation into commercial form, the use of holding companies or multi-professional companies open up a wide range of possibilities enabling notaries to carry out their business plan.

These changes have also opened the field to new difficulties, as both regulatory obligations and strategic issues of remuneration or wealth sharing require specialised and comprehensive expertise, requiring the support of a professional who is fully familiar with specific notarial issues.


With an increased knowledge of this sector and a department consisting of experienced professionals dedicated to notarial structures, Exponens offers you an exemplary service and optimal operating efficiency.

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The notarial market

in figures

10,4
Revenue in billions of euros
5,52
million deeds drawn up
17 529
notaries, 69% of which are self-employed, and 70,455 employees
25 M
number of customers visiting offices

Why choose

Exponens?

At Exponens, we have considerable experience of the notarial profession and its environment for more than ten years.

More than 70 offices place their trust in us on a daily basis, both for their closing of accounts at the earliest opportunity in the year and to support them in their projects.



Our group is familiar with your professional bodies and institutional obligations, and we know how to make your regulatory constraints an opportunity to support you.

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An offer adapted

to your challenges

Because each notarial office has different needs and challenges, we adapt to ensure you are satisfied.

Closing of accounts

We support you in closing your accounts through a proactive approach where advice is our main concern.

We carry out interim reviews consisting of reviewing your accounts and anticipating your forecast results in order to help you guide your business, rather than leaving it too late at the beginning of January.

Other assignments relating to accounts

We also work with you to prepare your annual budget or during the year, to determine your subscriptions, and to assist with accounting or interim closing.

Social management

We handle your employee payroll on your behalf, as well as relations with social security organisations, and can support you in human resources management with a catalogue of interventions by a dedicated social team, specialising in the specific issues of the notarial sector.

Going further

Legal Fiscal

Merger of offices, contribution or sale of securities, transformation of the operating structure, valuation of your study, implementation of reports, etc. We also provide you with our expertise in changes to your structures in the legal, fiscal and accounting fields. Our consultants and lawyers support you in your best interests and advise you in your procedures.

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Wealth management

Our specialist wealth management team will also be able to guide your associates in the more efficient management of their financial assets, assistance with their personal tax returns or carrying out personal projects as part of optimised tax and wealth management.

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Contact our associate experts

All our expert partners
Partner, Chairman of the Exponens Group, Chartered Accountant and Statutory Auditor
Graduate of ESC Pau Business School, holder of an MBA from the University of South Alabama and a post-graduate degree (DSU) in Wealth Management from Paris XII University.
+33 (0)1 49 29 55 17
jean-pierre.bourgin@exponens.com

For over 20 years, Jean-Pierre Bourgin has been advising clients on the development of their businesses, particularly in the fields of services, real estate and healthcare.

A business school graduate and holder of an MBA and post-graduate degree in wealth management, he increasingly focuses his expertise in the field of wealth management strategy.

Jean-Pierre Bourgin’s know-how in wealth management consulting has been recognised by the Regional Council of the Ile-de-France Order of Chartered Accountants.

Jean-Pierre Bourgin is a member of the Association of Accounting and Financial Techniques (ATCF) and the Tax Club of Chartered Accountants.

Within Exponens, Jean-Pierre is a member of the Executive Committee.

Jean-Pierre Bourgin


See CV

Sophie Breton

Partner, Chartered Accountant
Graduate of SKEMA Business School Nice

+33 (0)1 49 29 55 38

Paris Gare de Lyon

langues

Sophie Breton joined Exponens in 1994 after two years with KPMG. After taking charge of chartered accountancy assignments in a variety of fields, she set up the real estate department in 2005, providing accounting and tax assistance (bookkeeping, auditing, reporting, tax compliance, due diligence, etc.) for French and foreign real estate companies and investment funds.

In 2008, she initiated the development within the Exponens group of specific expertise in OPCI accounting, which today enables her to offer a range of services specifically dedicated to this type of real estate vehicle. Sophie Breton regularly runs professional training courses on this subject, and participates in the work of the accounting committee of the Association Française des Sociétés de Placement Immobilier (ASPIM).

Within Exponens, Sophie is a member of the Quality & Ethics Committee.

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Our experts will be happy to answer you.

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