Business Sale and
Succession Solutions

Business Sale and
Succession Solutions

Business Sale and
Succession Solutions

Finding the right Succession Solution Switzerland

In the Swiss business landscape, planning for business succession and finding the right capital partner are critical steps for ensuring a smooth transition and maximizing the value of your business. Whether you're considering selling your business or preparing for succession, early strategic foresight and informed decision-making are paramount.

Taking the Next Step: How to Exit Your Business or Find Succession Solutions in Switzerland

  1. Start early

Selling your business or planning for succession is a significant decision that requires careful consideration and preparation. By initiating succession planning early, you can optimize the value of your business, identify opportunities for growth, and mitigate potential risks. This proactive approach allows you to position your company as an attractive investment opportunity, ultimately maximizing returns for stakeholders.

  1. Ensuring Continuity and Stability:

Succession planning is essential for ensuring continuity and stability within your business. By identifying and grooming potential successors or partners early on, you can facilitate a seamless transition of leadership, preserve company culture, and maintain operational efficiency. This not only minimizes disruptions but also instills confidence among employees, customers, and other stakeholders, safeguarding the long-term viability of your business.

  1. Leveraging the Expertise of Local Investors:

In Switzerland's thriving business ecosystem, partnering with a competent capital partner can provide invaluable support and resources for your succession or exit strategy. Local investors offer unique insights into the Swiss market landscape, regulatory requirements, and industry dynamics, allowing for informed decision-making and strategic planning. Their expertise, networks, and financial backing can accelerate growth initiatives, drive operational excellence, and unlock new opportunities for your business.

  1. Navigating Complex Regulatory Environments:

Switzerland's regulatory environment is known for its stability and transparency, but navigating it can be complex, particularly during business transitions. Partnering with a capital partner who has a deep understanding of local regulations and compliance requirements can streamline the process, mitigate potential risks, and ensure compliance with relevant laws. This proactive approach minimizes legal complications and ensures a smooth transition or sale process, allowing you to focus on strategic priorities and business growth.

  1. Building a Legacy for the Future:

Ultimately, succession planning and finding the right capital partner are about building a legacy that extends beyond your tenure as a business owner. By strategically positioning your business for future success, you can create lasting value for stakeholders, contribute to the Swiss economy, and leave a positive impact on your industry. Whether you're preparing to sell your business or transitioning to the next generation of leadership, investing in these critical aspects early ensures a legacy of success and prosperity for years to come.

Official Guidance and Resources: Succession Solutions and Business Sales Across Switzerland

UBS Swiss Succession Planning Guide

A comprehensive guide on succession planning for businesses in Switzerland, offering insights, best practices, and legal considerations.

Swiss Chamber of Commerce

Provides resources and support for businesses navigating succession planning, including access to advisors and workshops.

EXPERTsuisse

Offers guidance on succession planning, tax implications, and estate planning for Swiss businesses.

Zurich Chamber of Commerce

Offers support and guidance for businesses in Zurich, including succession planning resources and advisory services.

Basel Chamber of Commerce

Provides support and resources for businesses in Basel, including assistance with succession planning, networking events, and access to business advisors.

Geneva Chamber of Commerce

Offers services and support for businesses in Geneva, including information on succession planning, business transfers, and legal assistance.

With our extensive expertise and network within the market for small cap PE in Switzerland we:

  1. Coordinate the communication and negotiations with sellers towards a successful transaction

  1. Provide equity financing for the deal

  1. Arrange the debt package (acquisition financing) with our partner banks

  1. Structure the legal setup and documentation

  1. Provide our operational expertise and network to support the business during the transition period and on its future growth path without interfering in the day-to-day operations

Why Choose VALU for Your Succession Journey?

Local Entrepreneurs

As an independent, local team of entrepreneurs in Switzerland, we possess an intimate understanding of the regional business landscape. Our proximity allows us to forge deep connections with our portfolio companies.

Hands-On Approach

We take pride in being more than just financial investors. We actively engage with our portfolio companies, providing hands-on operational capacity, strategic guidance and implementation of business development initiatives, complemented by access to our extensive network of industry professionals.

Speed

We strive to provide swift and reliable investment decisions, offering clarity and certainty to entrepreneurs and businesses. Our commitment to promptness ensures that our partners can focus on what matters most – building successful enterprises. With many years of transaction experience and invested equity capital of over one billion Swiss francs through the VALU network, we are a reliable partner who can efficiently design the acquisition process and act in a target-oriented manner to guarantee a successful transaction within the shortest possible time.

Continuity

We recognize the success of the previous management and are interested in continuing the company in the existing setup, acting as a sparring partner and contributing ideas and human resources for business development. Through our focus on well-managed platform companies that have the potential to become (niche) market leaders we can provide continuity and nurture growth without having to reinvent the wheel.

Contact

Baarerstrasse 12, 6300 Zug, Switzerland

© 2023 VALU, all rights reserved

© 2023 VALU, all rights reserved

© 2023 VALU, all rights reserved