Journal

Succession insights

Practical perspectives on preparing and executing a business succession worldwide, with Swiss expertise.

  1. Ten dimensions of a succession ready company

    A self assessment for SME owners: ten readiness dimensions a buyer or successor will test, from management depth to timeline, and how to act on them.

    Read article
    White arched columns of a modernist office building behind a green Brickell Av street sign and traffic lights

  2. Succession and Taxes in Switzerland

    Taxes in a Swiss succession are a timing and structure issue: planned early they stay manageable, left late they destroy value. Rules vary by canton.

    Read article
    View over the Limmat river in Zurich with church spires, a bridge and boats moored along the bank

  3. Letter of Intent: When You Should Sign It

    What a letter of intent commits you to: price frame, exclusivity, earn-out mechanics, and the mistakes sellers make before signing.

    Read article
    A man signs a document at a meeting table while two colleagues in suits look on

  4. What Buyers Really Examine: Due Diligence

    Seller-side due diligence explained: the four areas buyers examine and why preparing your data room before they arrive protects price and trust.

    Read article
    Curved concrete spiral staircase with a white balustrade rising toward a round skylight

  5. Why Lawyer and Trustee Alone Cannot Carry a Succession

    Lawyer and trustee are indispensable, yet neither carries a succession alone. Where the three classic gaps open up and what holistic guidance must add.

    Read article
    Glass stair tower of a modern office building beneath a wide latticed canopy roof against a blue sky

  6. What Succession Advice Really Costs

    In Switzerland, a full succession costs roughly CHF 80,000 to 300,000 in advisory fees. Hourly, fixed and success fees, and what a fair mandate is.

    Read article
    Low-angle view of two modern office towers with ribbed glass facades under a pale sky

  7. Are you inwardly ready to hand over your company?

    Emotional readiness decides every succession. How to tell whether you can truly let go, and why this dimension so often makes the difference.

    Read article
    Green alpine meadow with conifers at the foot of rugged mountains under a blue sky with clouds

  8. Make your company transferable: reduce owner dependency

    Could your business run 90 days without you? The self-tests that expose owner dependency and a step by step programme to make the company transferable.

    Read article
    Floating stone staircase with a curved glass balustrade along a sunlit limestone wall

  9. The Seven Most Common Handover Mistakes

    The seven most common mistakes in business succession, from starting too late to emotional attachment, and how owners avoid them.

    Read article
    Corner of a modern office building with a glass facade catching warm light above a quiet street

  10. Third-party sale, family transfer, or MBO: choosing

    Third-party sale, family transfer or MBO: how the three succession routes compare on price, continuity and risk, and what decides between them.

    Read article
    Concrete stairwell with one flight of stairs leading up and another down, white curved lines on the wall