SME succession planning

We support entrepreneurs in the structured preparation and execution of their business succession, whether within the family, as part of a management buy-out or through a sale to an external buyer. We work together with our partner saner consulting, a specialist in SME succession.
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What to expect from us

We provide comprehensive advice on the strategy, planning and structure of your business succession, taking into account the overarching entrepreneurial, financial, fiscal and legal conditions. 

As a sparring partner on equal footing, we will accompany you through the entire succession process, asking the right questions and laying the foundation for sustainable, marketable solutions. Our services range from initial consultation to comprehensive support and final handover – thorough, structured and independent.

Services at a glance

Succession planning project management

We manage the entire succession process in a structured and transparent manner, from the initial analysis of the situation to the final handover. We thus ensure that your business succession is implemented efficiently and smoothly.

Strategy development

Together, we develop a viable succession strategy that takes your personal, family and business goals into account – whether an internal family solution, a management buy-out (MBO) or a sale to external buyers.

Sparring partner

As an independent partner, we will guide you through the process, ask the right questions and offer an objective perspective for informed decisions.

Moderating discussions

We provide support during sensitive succession discussions within the family, with management or potential buyers. We ensure constructive dialogue on equal terms.

Negotiations, including valuation and structuring issues

We advise you on questions relating to company valuation, financing and structuring, and accompany you through the negotiations until final completion.

Clarifying tax issues

Our experts examine the tax implications of succession at an early stage and identify opportunities for fiscal optimisation. This ensures a sustainable solution that remains economically viable.

Contract drafting

We will support you until the transfer agreements are signed and ensure that your interests are legally and financially protected.
 

What sets us apart

Structured approach

We analyse your initial situation, define realistic goals and support succession planning with a clear, consistent and economically sound process.

Interdisciplinary know-how

Interdisciplinary expertise in M&A, deal advisory and business succession combined with accounting, reporting, auditing and tax and legal advice.

Relevant market access

Experience in internal and management-led succession planning means tried-and-tested solutions. In addition, our network offers access to suitable buyer groups at home and abroad.

Personal and without obligation – get in touch

Kevin Dietiker
Partner
Certified Fiduciary Expert

More Business Sale & Succession Solutions

Business Sale & Succession Solutions

We support you in the sale of your company or in arranging succession – from planning to handover. We use our many years of experience to accompany you discreetly throughout the entire process, whether within the family or externally.
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