Succession Planning

Succession is a defining moment. We help you secure your life's work with a strategy that ensures continuity, protexts your assets, and reflects your personal and entrepreneurial values.

Request Consultation

Securing Continuity. Preserving Value.

Planning the future of your business is one of the most important decisions you will make. Whether you are preparing for a sale, a family succession, or a management buyout, having the right strategy in place ensures continuity, stability, and value preservation. At CIC (Switzerland), we guide you through every step of the succession process, ensuring a structured and smooth transition.

Why Partner with CIC Switzerland for Your Succession Planning?

Strategic & Individual Advice

Our experts support you in issues relating to financing, the legal position, tax, inheritance and family circumstances.

Independent Expertise

You benefit from personal and independent advice as well as execution by a single source.

Customised solution

Our specialists formulate a solution that is tailored to your needs.

Local and global network

Thanks to Crédit Mutuel Group’s global network across 40 countries and the local network in Switzerland you are backed by a strong network when looking for potential partners.

Focusing on the essential

During the entire advisory process you can continue to focus all your energy and attention on the operational management of your company.

Many years of experience

Benefit from the many years of experience in succession arrangements our experts have to offer.

Accounting-1-1280x720

A Personal and Strategic Decision

Planning your own succession is not just a business decision - it’s an emotional journey that requires careful thought and consideration. At CIC Switzerland, we help you find the right solution that aligns both with your business goals and your personal financial future. Our approach ensures a smooth transition while securing your long-term financial independence.

Asset-Management-1

Early Planning, Smooth Transition

Succession processes can be complex and often take years to execute. Starting early allows you to address key aspects such as financing, legal structures, taxes, and family considerations. Our experts provide structured guidance and ensure that you also have an emergency plan in place - because preparedness is key to business continuity. Let’s take the first step together.

Financing-1-1280x720

Tailored Solutions

No two successions are alike. That’s why we don’t offer one-size-fits-all solutions. Our specialists take the time to understand your unique situation and design a succession plan that fits your goals. With years of experience across various industries and access to an international network, we ensure a seamless transition - just as we have done for countless companies before you.

Let's Talk Strategy.

Every business has unique financial needs. Our experts are here to develop the right corporate finance strategy for you - tailored, strategic, and built for long-term success within the swiss economy. Let's discuss how we can support your next move - strategically, efficiently, and with the precision you expect.

Get in touch today to request a private consultation by our corporate finance experts and shape the future of your business together.

Request Consultation

This might also interest you:

Private Equity

Strengthen your company’s balance sheet and finance growth without compromising liquidity. Private equity offers strategic capital for expansion, innovation, acquisitions or shareholder exits - combined with long-term stability and access to expert know-how and global networks. Invest in your company’s future.

Learn more

Structured Financing

Fund strategic transactions with confidence. CIC (Switzerland) offers tailored financing structures to support acquisitions, succession solutions, and project-specific investments. With access to capital, expert structuring, and clearly defined terms, we help you realise complex projects with clarity and control.

Learn more

Mergers & Acquisitions

Strategic support for buying, selling or handing over your business. CIC (Switzerland) provides tailored M&A solutions, from company valuation to closing - discreet, independent, and guided by your goals. While you focus on operations, we manage the process with expertise and access to trusted partners.

Learn more