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Succession insights

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

Concrete stairwell with one flight of stairs leading up and another down, white curved lines on the wall
25 April 2026

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.

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Blue tinted glass curtain wall of a high-rise office tower at dusk, a few windows lit
21 April 2026

Company valuation before a succession: a primer

Company value is built in the two to three years before a transaction. How valuation works, which drivers you can improve, and why buyers discount risk.

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Black and white glass office facade with offset, jagged volumes reflecting clouds
16 April 2026

Why So Many Successions Fail

Most failed successions share three causes: owner dependency, opaque financials and uncoordinated advisers. How to resolve all three years in advance.

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Snow covered Matterhorn peak rising against a clear blue sky
11 April 2026

Succession planning: the right time to start

When should you start your succession? The honest answer: earlier than it feels necessary. Why early clarity protects your freedom to choose.

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Two Swiss cows at an alpine lakeshore, one facing the camera, with steep green mountains and a cloudy sky behind
7 April 2026

Preparing your Swiss SME succession: where to start

Where to start a Swiss SME succession: a concrete first-step checklist, what not to do first, and how to turn intent into a structured process.

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