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Succession planning for SMEs

Successful company succession requires planning, strategy and a sure instinct. Whether it’s a transfer within the family, a management buy-out or a sale to a third party – we support you in every phase.

Our experts will help you to set the right course at an early stage: from analyzing possible options to developing an individual succession plan and implementing it smoothly. With our experience, we support SMEs and start-ups in structuring the company handover safely, efficiently and sustainably.

Offer

Our offer in the area Succession planning for SMEs is

Detailed analysis of possible successor variants:
- Intra-family succession
- Management buy-out (MBO)
- Sale to third parties
Clarification of the legal situation (property, inheritance and pension law aspects)
Creation and evaluation of succession scenarios
Support with fundamental decisions and scheduling

Company valuation using various methods (DCF, EVA, multiple, Praktiker method)
Financial and tax optimization for the handover process
Finding suitable buyers or successors
Development of sales readiness measures

Negotiation and drafting of purchase and shareholders’ agreements
Financing advice for buyers and sellers
Handover of management responsibility and transfer of ownership
Ensuring a smooth transition

Support after successful company transfer
Support with the integration of the successor or buyer
Long-term advice to ensure the success of the company

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People

Your contact person

Our experienced experts will be happy to assist you.

Andreas Rindlisbacher

Partner, certified public accountant, licensed audit expert Telefon: +41 56 204 00 58 a.rindlisbacher@fluritreuhand.ch

Christian Urech

Partner, business ec. FH, dipl. Fiduciary expert, licensed audit expert, Swiss GAAP FER expert Telefon: +41 56 200 17 44 christian.urech@meng-partner.ch

Christopher Meng

Partner, lic. oec. publ. dipl. Tax expert, licensed audit expert Telefon: +41 56 200 17 30 ch.meng@meng-partner.ch

Charles Peterhans

Partner, Certified Public Accountant Telefon: +41 56 200 17 48 karl.peterhans@meng-partner.ch

Norbert Sonderegger

dipl. Fiduciary expert, licensed audit expert Telefon: +41 56 200 17 46 norbert.sonderegger@meng-partner.ch

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