SME transaction support

Company transactions are among the most challenging business decisions. When ownership structures are reorganised, we support the process with informed valuations, sustainable structures and fine-tuned coordination.
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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 consultancy and trust 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

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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