Selling or transferring a business: preparing the handover beyond the transaction
key takeaways.
- Selling or transferring a business is a strategic decision that affects the company’s economic value, the continuity of its model and the founder’s personal future
- Rigorous and methodical preparation helps align valuation, governance, the transaction timeline, family expectations and wealth planning objectives
- Lombard Odier Corporate Advisory supports entrepreneurs through the key stages of selling, transferring and governing their business
- The earlier a transition is anticipated, the more effectively it can protect the company’s culture, strengthen buyer or successor confidence and preserve the founder’s entrepreneurial legacy.
Selling a business is about more than financial considerations: it also raises strategic and emotional challenges. Discover how Lombard Odier Corporate Advisory supports entrepreneurs…
Preparing to sell your business: a strategic and personal challenge
After the sale: redefining role, wealth and horizon
Transmission and continuity: protecting the business, strengthening value
our expertise.
entrepreneurs: bespoke wealth management.
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our private banking expertise in switzerland.
learn moreRead also: What’s your number? Defining your business exit strategy | Lombard Odier
Stepping into the next chapter: aligning business, wealth and life plans
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important information
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