Wealth Management / Family Office
09 October 2025
Turning numbers into business insights
What to expect from us
We support business transactions in the SME environment with professional expertise, a structured approach and an understanding of decision-making structures at companies. Our support can be comprehensive or selective – from analysis and valuation to preparation, implementation and successful completion of the transaction.
As an internationally positioned advisory and fiduciary services company with experience in supporting start-ups, scale-ups, owner-managed and internationally active businesses, we work together with our extended M&A team at saner consulting to provide the perspective for appropriate structuring, goal-oriented negotiations and the professional execution of business sales and succession solutions.
Services at a glance
Transaction support project management
We coordinate the entire transaction process efficiently and transparently, from the initial analysis to the final execution. This allows us to create clarity, structure and security at every step.
Strategy development
We work with you to develop a viable transaction strategy that takes into account your personal goals, the situation of your business and the overarching legal, fiscal and financial conditions.
Company analysis
We analyse your business in detail, identify opportunities and risks, and create the basis for informed decisions in the transaction process.
Clarification of structuring options
Whether a share or asset deal, we look into various structuring options, compare scenarios and develop a solution that fits your personal, strategic and fiscal objectives.
Clarifying tax issues
Our experts clarify tax implications at an early stage and identify opportunities for optimisation so that your transaction can be structured in a manner that is advantageous in the long term.
Contract drafting
We will support you until the transaction agreements are signed and ensure that your legal and economic interests are fully protected.
What sets us apart
Transaction expertise
Take advantage of our fiscal, legal and financial expertise, all under one roof and complemented by transaction-related expertise from our expanded M&A team at saner consulting.
Individual support
Our support is tailored to the phase, objectives and requirements, ranging from selective expert advice to comprehensive transaction support.
Entrepreneurial perspective
We look at transactions from the perspective of the owners and the business and create solutions that are strategically sound and practicable in the long term.
Personal and without obligation – get in touch
Kevin Dietiker
Partner
Certified Fiduciary Expert
More Business Sale & Succession Solutions
Sale of Business
Together with saner consulting, we support you in the sale of your business with strategic foresight, in-depth market knowledge and total discretion. Our focus is on thorough preparation, a clearly structured approach and an economically sound and sustainable solution.
Purchase of Business
We support entrepreneurs, investors and management teams in the targeted acquisition of businesses in the DACH region. If the search criteria match our profiles in the network, we will examine the possibility of a targeted placement.
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.
