Transmission
Transferring a business or an estate cannot be improvised. It requires comprehensive support, from choosing the strategy to coordinating all the experts involved.
Transferring a business
Transferring a business requires multidisciplinary expertise, which we make available to you through a single point of contact. This is your assurance of a smooth and secure sale or acquisition, which can only be guaranteed by centralised risk management by the same service provider.
Inheritance strategy and planning
Every transfer of a business is unique and requires its own strategy. Whether you are considering a family transfer or a sale to a third party, we will work with you to develop a structured succession plan that takes into account your personal situation and the market.
Business valuation
Before any transfer, an accurate valuation is essential. We determine the value of your business using recognised valuation methods that comply with best practice.
Audit of accounts
Audited accounts offer a guarantee of transparency and accuracy that helps build a relationship of trust with a third party or between heirs. Audited accounts are generally required by banks to establish the robustness of the figures and the profitability of the business. This makes it easier for buyers to obtain financing.
Tax risk assessment
Our tax experts assess the tax risks involved in transferring the business, while ensuring that the transaction complies with current regulations.
Search for a counterparty or new governance
Thanks to our network of recognised partners, we support you in your search, both in Switzerland and abroad, for buyers who share your vision of the business.
Financing
A transfer often involves complex financial arrangements. We work with you to find financing and negotiate guarantees to ensure the viability of the transaction, while protecting your interests.
Governance and communication
The transfer of a business can generate concerns among employees, business partners and customers. We develop a communication strategy to ensure the stability of teams and the long-term future of your business.
Emotional support
Selling a business arouses strong emotions. We are at your side to help you make the right decisions and give the right answers to your contacts.
Process advisor
The process advisor plays an essential role. They structure and orchestrate all the stages of the transfer. They also help to prepare the business so that it can be transferred, by carrying out due diligence upstream in order to secure the sale price. Thanks to this support, the seller can concentrate on his customers.
Wealth transfer
A global approach to help you achieve your goals.
Inheritance planning advice
Preparing for a successful inheritance requires a personalised strategy, tailored to your family aspirations and your personal and wealth situation. We can help you choose the instruments available under the Civil Code to ensure that your assets are passed on in accordance with your wishes. We have extensive experience in inheritance law and family property law, in both a Swiss and international context.
Legal and tax advice
Legal and tax aspects are at the heart of any wealth transfer. Our team of tax experts has a thorough understanding of Swiss tax laws and the various cantonal practices and specificities in order to reduce the overall tax burden. This know-how ensures that your transfer is efficient and compliant. Our lawyers specialising in business law are able to advise on, draft or proofread all the legal documents needed to achieve your personal and entrepreneurial goals.
Assistance with administrative formalities
Transferring assets can involve complex administrative formalities. We support you every step of the way, from the transfer of securities and contracts to notary and banking formalities, taking care to simplify the entire process.
Providing for and protecting the surviving spouse
Anticipating the passing on of an estate also involves covering the risks associated with health and the hazards of life. Our partners, recognised specialists in insurance and provident schemes, can help you structure solid financial protection for you and your life partner.
Why choose us?
- specialised expertise in business and wealth transfer, recognised for nearly 50 years
- comprehensive, personalised support
- an ethical approach, in compliance with current tax and legal regulations
