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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
Thomas Narbel

Partner, Group Leader Legal Geneva, Office Managing Partner Geneva

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Events

12 December 2019
09:05 16:35

Modul Estate Planning (1)

Institut für Finanzdienstleistungen, Suurstoffi 1, Rotkreuz
Leitung des Moduls "Estate Planning" im Rahmen des CAS Anlageberatung 01/19
13 December 2019
08:20 16:35

Modul Estate Planning (2)

Institut für Finanzdienstleistungen, Suurstoffi 1, Rotkreuz
Leitung des Moduls "Estate Planning" im Rahmen des CAS Anlageberatung 01/19

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8 November 2019
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