Journal

Succession insights

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

  1. Building a Sale File in Ten Days When the Window Is Short

    What an owner can honestly produce in ten working days for a credible sale file, in what order, and what not to improvise.

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  2. Buying Back Pension Years Before a Sale: A Lever With an Expiry Date

    A pension buy-in cuts tax in the years before a sale, but withdrawing capital too soon after gets the deduction reversed. Why timing decides it.

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  3. Changing Canton Before a Sale: What a Tax Move Really Changes for an Owner

    Changing canton before a sale rarely touches the gain itself, but it can weigh heavily on wealth tax and deferred income. The framework for deciding.

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  4. Managing the Wealth From a Sale: Pitfalls of the First 24 Months

    The proceeds land all at once, after decades held inside the company. The most common wealth-management mistakes of the first two years, and how to avoid them.

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  5. The CFO Role: Succession's Most Overlooked Piece

    Owners groom a successor to run the company, almost never someone who can carry the numbers alone. That is the function a buyer tests first.

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  6. The owner's solitude during a sale: who do you talk to when you cannot say anything yet

    Confidentiality during a sale cuts an owner off from their usual circle. What that isolation does to judgment, and where to find a space to talk.

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  7. Asset Deal or Share Deal: The Choice That Shapes the Whole Transaction

    Asset deal or share deal: a choice often settled too late, deciding the seller's tax bill, the warranties required and what the buyer actually acquires.

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  8. Seller Financing: What the Seller Actually Risks by Lending to the Buyer

    A seller loan turns the seller into a creditor of the company they just sold, for years. What to check before agreeing to one.

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  9. The Swiss Buyer Shortage: What the Field Actually Shows

    The widely quoted Swiss succession number measures a demographic trend, not the absence of buyers for any one company.

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  10. The Strong Franc and Selling an Export-Driven Swiss SME

    A strong franc erodes margin and valuation for export-driven Swiss SMEs. What to check before starting a succession process.

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