wealth structuring before you sell your business.

preparing to sell a business: How to ensure financial stability and security.

Structuring your private wealth before selling your business is essential to protect your profits, optimise possible tax implications and ensure a smooth financial transition to the next stage in your life.

As a private bank serving entrepreneurs, we will help you navigate financial, tax and wealth planning decisions that can sometimes seem complex.

Our approach goes well beyond financial management alone, and includes global management of your needs. It consists of three stages designed to build solid foundations for your future.

anticipate your wealth planning.

Before the sale of your business, we will help you put in place early and rigorous wealth planning processes. Our methodology helps you optimise your liquidity and ensure a smooth transition to the next phase of your life.

1. We will prepare a legal and tax assessment of your personal and family circumstances to help you identify tax optimisation opportunities.
2. We will explore asset diversification strategies so you have the right financial structure to invest the transfer proceeds immediately.
3. We will assess the potential impact on your wealth planning.

This methodology allows us to develop a global vision of your wealth position and to find the best levers for optimising, diversifying and preserving your capital.

define clear and identified investment objectives.

The sale of your business marks the end of an important chapter in your life, but also the beginning of a new one that should be just as enjoyable. Finance new projects, realise a lifelong dream, or simply create the conditions for a comfortable retirement... we help you explore all possible investment options to achieve your goals.

Through our Your Wealth Outlook management tool, we can create various investment portfolios for you, allowing you to visualise and plan concrete investment projects.

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prepare your transfer and protect your loved ones.

The need to implement a succession plan is often overlooked or underestimated by entrepreneurs. However, it is an essential step, especially when selling your business, whether family-owned or not. Preparing your succession guarantees the continuity and preservation of your financial estate.

This plan will help you clearly define how your assets will be distributed among your beneficiaries, minimising potential conflicts within your family. It will also enable potential measures to optimise tax implications, ensuring that the post-sale transition is financially efficient and secure.

By carefully structuring your wealth and estate planning, you will provide yourself with financial peace of mind while protecting your loved ones.

At Lombard Odier, we take an individual and holistic approach to structuring your private wealth. We help entrepreneurs who are looking to sell their business reorganise their estate to protect their capital and calmly prepare for the future.

do you need more information? get in touch with an expert.

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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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wealth structuring before you sell your business.

preparing to sell a business: How to ensure financial stability and security.

anticipate your wealth planning.

define clear and identified investment objectives.

prepare your transfer and protect your loved ones.

do you need more information? get in touch with an expert.

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let's talk.

wealth structuring before you sell your business.

preparing to sell a business: How to ensure financial stability and security.

anticipate your wealth planning.

define clear and identified investment objectives.

prepare your transfer and protect your loved ones.

do you need more information? get in touch with an expert.

this might interest you.

why us.

get in touch.

let's talk.

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