Succession planning

For many years we have been supporting entrepreneurs of small and large companies in their succession planning. This is one of our supreme disciplines. The interaction with people who find themselves in a rare life situation - namely leaving their own company - requires experience and an understanding of human being. In the trough of emotions, bare figures also play an important role. Is the price expectation realistic? How high will a company valuation turn out to be? Which sales structures make sense from a tax perspective? We consider it our task to explain such complex matters to the affected family members in simple words.

We can accompany the current owners or we also accompany prospective buyers or successors.

There is a wide variety of succession solutions: Handover within the family, employee stock options, management-buy-out (MBO), management-buy-in (MBI), sale to upstream or downstream operations or to investors or competitors.

Agira AG _ Pilatusstrasse 26 _ CH-6003 Luzern
Phone +41 41 226 30 50 _ _