Skip to main content

Succession Planning

Every entrepreneur must deal with succession planning sooner or later. The best time for this depends on the individual assessment and general situation, i.e. the investments, economic environment, new products etc.

Succession planning requires an overall concept which leads to success over many individual steps. Our specialists will support you on this challenging path to success.

Our succession planning process looks at the strategy, the employees, the market, the organisation and processes as well as the finances of the company, and examines the entrepreneur's individual situation. Specifically, our procedure is as follows:

  • Situation analysis of the entrepreneur
  • Situation analysis of the company
  • Preparation of different solutions
  • Evaluation of successors
  • Implementation and the beginning of the future

Events

8 June 2018 to 9 June 2018
09:00 to 12:00

3. Schweizerisch-deutsche Erbrechtsgespräche

Universität Luzern
Gemeinsame Veranstaltung des Vereins Successio (Schweiz) mit der Deutschen Vereinigung für Erbrecht und Vermögensnachfolge (DVEV) Freitag: Seminar / Samstag: freiwilliges Freizeitprogramm
14 June 2018
09:15 to 21:00

MAS/DAS PW&WM: Modul Estate Planning (1)

Institut für Finanzdienstleitungen (IFZ), Zug
Modul Estate Planning im Rahmen des Master of Advanced Studies (MAS) und Diploma of Advanced Studies (DAS) Private Banking & Wealth Management 09/16.

Latest Releases

27 April 2018
Thomas Lüthi, Redaktor SRF
So ein Burger ist doch die perfekte Umschreibung für die Mehrwertsteuer! Vielschichtig, mit erlesenen Zutaten und komplexen Aromen.
27 April 2018
The RTV business fee (fee for radio and television) is payable in Switzerland from 2019 onwards. It will be levied on all Swiss and foreign persons that are registered for VAT in Switzerland and have a global turnover of more than CHF 500,000. This factsheet tells you all you need to know about it.