are you considering selling your business?

Open a new chapter of your life with peace of mind.

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business transfer: ensuring success and security.

Are you thinking about selling your business, changing your professional focus or even taking a break? This can be a complex time, with doubts, questions or uncertainties regarding the next steps. Passing on your business is a significant event, and there are many entrepreneurs who have been faced with the same questions.

At Lombard Odier, we understand your concerns at this crucial stage of life, and our mission is to support you as closely as possible, to help you protect your life’s work and grow your private wealth.

We have been supporting entrepreneurs and their families for seven generations. This extensive experience has taught us that our clients are regularly confronted with the same dilemmas, including:

Failing to anticipate and prepare for the complexities involved in a business sale
Neglecting private wealth management and underestimating the family implications
Underestimating tax implications
Insufficient diversification of assets

During this critical period, taking a long-term view and calling on experts can help you avoid making these costly mistakes.

our advice: prepare and organise your wealth before selling your business.

Whether you are already engaged in the process of selling your business or are thinking about a possible sale, you may be asking yourself the following questions:

What are the different stages in the process of selling a business?
How do I optimise the valuation and conditions of the transaction?
How do I best prepare my business before the sale?
What will the tax impact be of selling my business?
How can I best integrate the sale of my business into my succession plan?
How do I make my new personal projects a reality?
How do I prepare for a change of residence abroad?

At Lombard Odier, our highly qualified experts in the fields of wealth management, succession planning and business transfers will be able to give you concrete answers. We can structure your wealth and optimise your overall financial situation by implementing a structured sales process and helping with strategic management of your assets and investments.

Our integrated approach factors in the different components of your wealth: understanding your business, diversifying your investments, optimising your tax and protecting your assets.

our mission: to support you beyond the financial aspects.

Our role is not limited to managing your portfolio. We can take care of and coordinate all aspects of your private wealth using a global and methodological approach. Our goal is to be proactive and identify growth levers relevant to your situation. We will provide you with a true wealth “cockpit” covering all your assets, and act as a trusted partner to guide you towards the best decisions.

Your private banker will be your main contact; they will understand your individual circumstances and coordinate access to our in-house team of financial and wealth management experts, to ensure you have the information you need.

A stable and solid
private bank

Guided and forward-thinking
wealth and tax planning

A diversified, prudent and
robust investment strategy

Access to experienced
financial experts

concentrate on what’s important, we’ll take care of the rest.

At Lombard Odier, we pool together our expertise in wealth management and planning, investment, and support during business transfer operations. By bringing together all of our capabilities across the Bank, we create an overall vision of your professional and private circumstances that enables us to provide guidance tailored for you.

Our team has recognised expertise in leading entrepreneurs through competitive transfer processes, as well as the ability to work across a wide range of sectors that drive today’s economy.

We support entrepreneurs, families and investment funds in their strategic reflections on the valuation, sale or acquisition of businesses.

Working in close collaboration with you, we will adapt to your constraints and manage all the strategic, financial and tactical aspects of your business transfer processes.

perform a personal wealth check-up.

After carrying out a complete wealth assessment, we use our in-house Your Wealth Outlook tool to help us simulate investment scenarios based on your life objectives, and structure your assets over the short, medium and long term. Instead of creating a single investment portfolio, we build several, each aimed at achieving one of your financial goals and tailored to your specific preferences and restrictions.

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this might interest you.

why us.

+200

investment professionals

+25

offices

+220

years

At a time when many are opting for standardised offerings within private banking, we believe in personal relationships and bespoke investment solutions, powered by cutting-edge technology.

At Lombard Odier, we support the transformation to a fair and sustainable world. We are proud to have been the first global wealth and asset manager to be awarded B Corp certification.

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are you considering selling your business?

business transfer: ensuring success and security.

our advice: prepare and organise your wealth before selling your business.

our mission: to support you beyond the financial aspects.

concentrate on what’s important, we’ll take care of the rest.

perform a personal wealth check-up.

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why us.

get in touch.

let's talk.

are you considering selling your business?

business transfer: ensuring success and security.

our advice: prepare and organise your wealth before selling your business.

our mission: to support you beyond the financial aspects.

concentrate on what’s important, we’ll take care of the rest.

perform a personal wealth check-up.

this might interest you.

why us.

get in touch.

let's talk.

share.

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