December 2019
Succession but how: The different roles of entrepreneurs
Under this title, Rahn + Bodmer, the oldest private bank in Zurich, organized an event for entrepreneurs and owners of family businesses on November 18, 2019 where A. Vaccani & Partners (AVP) shed light on the challenges and opportunities of selling a company as part of a succession solution. The example of the sale of Lamineries Matthey SA, where AVP represented the owners, showed the successful handover of a family-owned company to an industrial buyer that is also a family-owned company.
Preparation, support and implementation of a successful successor solution is a multi-month, complex, interdisciplinary process that must be carefully planned and structured. Succession planning has a project character and, in most cases, cannot be handled by the entrepreneur in addition to day-to-day business without professional external support.
Under competent project management, many topics have to be addressed: verification of the strategy and the business plan, valuation of the company, creation of professional sales documentation, identification of potential buyers as well as tax and legal aspects.
AVP has handled more than 100 transactions in recent years.
Please find below the links to the two presentations, which are available in German only. If you would like to receive more information regarding this project as well as others, please feel free to contact us.