Guides
Practical notes on preparing, valuing, structuring and financing a Swiss business succession.
Preparing a Swiss business for succession
What owners of established Swiss firms typically put in order before approaching the market, from documentation to key-person dependency.
6 min · Read guide
How Swiss professional businesses are valued
The methods most often applied to owner-managed Swiss firms, why normalised EBITDA matters, and what typically moves a multiple up or down.
7 min · Read guide
Share deal, asset deal, MBO: choosing a structure
The structures used in Swiss succession transactions and what each one means for liability, tax and the handover period.
6 min · Read guide
Financing the acquisition of a Swiss business
How Swiss succession purchases are usually funded, what banks look at, and how buyers assemble equity, debt and vendor support.
6 min · Read guide
Due diligence: what a buyer actually examines
The documents, numbers and contracts a serious buyer reviews before signing, and how owners of Swiss firms can prepare for each of them.
7 min · Read guide
The handover: from signing to the first year
What happens after the contract is signed — client transition, staff, the outgoing owner's role, and the mistakes that cost value in year one.
6 min · Read guide
Selling to your own people: the management buy-out
Why the most realistic successor is often already inside the firm, how internal transfers are financed, and how to run one without unsettling staff or clients.
7 min · Read guide
Tax and legal form when selling a Swiss business
Share deal or asset deal, tax-free capital gains and their limits, indirect partial liquidation, and why the structure should be settled before the letter of intent.
8 min · Read guide
Finding and approaching buyers — discreetly
Where credible successors actually come from, how to reach them without announcing a sale, and how to run early conversations that lead somewhere.
6 min · Read guide
Buying a business in Switzerland: a buyer's roadmap
How acquisitions of small and mid-sized Swiss companies actually run, from first search criteria to signing, and what buyers are expected to bring.
7 min · Read guide
Succession planning for a Swiss SME: the five-year view
A planning framework for owners with no immediate exit date: options, timing, family questions, pension consequences and what to do in each of the five years.
8 min · Read guide
Selling a fiduciary or accounting practice in Switzerland
What makes a Swiss fiduciary practice sellable, how recurring mandates are valued, and how to transfer client trust without losing the portfolio.
7 min · Read guide
General information for orientation only. It is not tax, legal or financial advice; obtain qualified Swiss advice for your situation.