Succession planning

Securing your life's work and the financial security of your future.

Your benefits at a glance

  • Arrange your company succession plans and your private finances in a way that suits you
  • Holistic view of your situation for an individual solution
  • Access to the skills of experienced specialists

Planning for the future for you and your company

We know that planning your own succession in a company can be emotional and raise difficult decisions. The aim of our planning is to help find the right corporate succession solution for you and align your private finances optimally to your future personal needs.


Succession processes are often very complex and extend over many years, so we recommend starting planning as early as possible. This will help you, for instance to clarify matters of financing, the legal position, taxes, inheritance and family circumstances. Our experts are there to help you. It is particularly important to have an emergency succession plan too, to allow a quick response if something unexpected occurs. Do you agree? Make arrangements now and get in touch with us!


No two cases of succession planning are the same. That’s why we don’t offer pre-set advice, we work with you to find the best way to reach your own individual goals. Our specialists have many years of experience in different industries and thanks to our international network of partners they have excellent connections. They have already assisted countless firms to plan a smooth succession.

Vincent Gygax

Head Corporate Finance

Take advantage of our expert knowledge and benefit from comprehensive advice.

Tips for seamless succession planning

Benjamin Franklin once said: “By failing to prepare, you are preparing to fail”. When planning company succession, a long-term perspective is essential – in respect of both internal preparation and the integration of expert partners. Watch the video with Vincent Gygax, Head of Corporate Finance. He recommends viewing succession as a relay race. The elements mentioned in the video help companies – as well as their shareholders, employees and potential buyers – to create the best conditions for winning the relay race.



Preparation is everything

Conducting a sale or takeover is often very emotional and challenging. Added to that is the fact that a large amount of expertise – financial, operational and legal – is required. Concentrating on short-term challenges sometimes distracts the seller from succession planning and implementation. Experts on business transfers help entrepreneurs to stay focused, and provide the necessary distance, support and expertise.


What do you want to do and what are your wishes for the future? Perhaps you are planning to sell your business or to take early retirement and travel the world. Whatever your plans are, let us find out together how the succession needs to be arranged so that your dreams become a reality. Take the first step now and arrange an advisory meeting. We will develop a customised solution for you.