MBAER Bank - The Swiss Merchant Bank

The Bank with a Soul

Succession planning

More room for maneuver thanks to planning ahead

Business succession is a complex issue which needs to be tackled in good time. Ensuring the continued existence of your life's work requires forward planning.

Future-proof succession planning

You are looking at business succession and asking yourself,

  • whether succession within the family is a possibility or what external options are possible,
  • what market value for your company is realistic and what negotiation tactics would be effective when selling,
  • how the business succession can be financed, particularly in the case of succession within the family,
  • what tax consequences may arise from taking money out of your company, and how you can optimize this,
  • how you can guarantee your own income after leaving your company.

Optimal succession regulation

Using various scenarios, we show you the advantages and disadvantages of possible succession variants. We discuss solutions with you. We support you in implementing them and in negotiations and ensure that your interests are realized.

Ensuring the continuation of the business

We offer:

  • An early and well thought-out strategy for handing over your business.
  • Joint development of a tailored solution for you and your family.
  • Support with implementing it and with negotiations through to a successful outcome.

«Early planning is worthwhile - to avoid unpleasant consequences.»

We look forward to hearing from you.