Anticipation: the crucial stage of preparation
There is a significant distinction between “wanting” and “being ready” to sell your company. There are many factors to consider that could have a major impact on the sale and its implications.
- Is my business structured well enough to continue without me and attract buyers?
- Are my professional and private tax arrangements efficiently aligned in relation to the sale?
- Do I have a clear plan for my life after the transfer?
- Are my family and succession arrangements properly managed?
Lombard Odier helps you find appropriate answers for all of these questions.
Our Corporate Advisory team specialises in business transfers and can help you structure your organisation and governance in advance, maximising your chances of a successful sale.
Managing the transfer process: control of the situation is key
Many entrepreneurs develop companies on their own, and they may also believe they can carry out the sale without the help of third parties. However, it’s important to be surrounded by experts who can lend their experience and knowledge to all stages of the process.
The Lombard Odier Corporate Advisory team will be by your side throughout your business sale, and can play a role in a number of areas:
- Helping with the valuation of your business
- Mapping potential buyers and generating enthusiasm around your company
- Managing discretion in the sale process by following a regular schedule, while ensuring the necessary confidentiality is in place
- Providing support during negotiations
- Managing the formalisation stages until the transfer is complete
Planning: thinking ahead helps
Selling your business does not mark the end of your entrepreneurial journey. It marks the opening of a new chapter in your life. Many new challenges will arise, and Lombard Odier can help you think ahead to address them in advance.
- How can I preserve and grow my private wealth, which has suddenly become liquid?
- How can I ensure that I carry out my new life projects while maintaining my desired lifestyle in the long term, even over several generations?
- How can I manage my taxes efficiently?
- How can I protect my loved ones and plan the transfer of my assets?
- How should I consider a move abroad?
- How do I invest in new asset classes, such as private assets?
We are here to help you achieve your future life goals.
share.