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.

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

let's talk

How can we help you ?

Please select a value.

Email address

Please enter a valid email address.

Phone

Please enter a valid phone number.

Title

Firstname

Please enter your firstname.

Lastname

Please enter your lastname.

What is your country of domicile ?

Please select a value.

By which team would you like to be contacted ?

Please select a value.

Your message

Please enter your message.

I'm not a US resident or citizen

This field is mandatory.

Sorry your message could not be sent. Please try again

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.

make an appointment.

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.

get in touch.

How can we help you ?

Please select a category

Title

Firstname

Please enter your firstname.

Lastname

Please enter your lastname.

Please enter a valid email adress.

Phone

Please enter a valid phone number.

Country of residence

Please select a value.

By which team would you like to be contacted ?

Please select a banker

Message

Please enter a message.

I'm not a US resident or citizen

This field is mandatory.

Something happened, message not sent.

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.

Through the generations: the transfer of family businesses is accelerating

How to avoid cashflow pitfalls when selling your business

From geopolitics to AI – entrepreneurs and family businesses rethink a changing world at LO Generations 2024

Lombard Odier, Bilan magazine and HEG Fribourg publish the findings of an extensive study into family businesses in French-speaking Switzerland

Private banking: “We cannot talk about wealth management until we talk about wealth planning,” says Serge Fehr

Entrepreneurs: preparing for retirement with wealth modelling and financial planning

Act global, think central Switzerland – an interview with Marco Arnold

Entrepreneurs: here’s how to take advantage of the tax benefits of supplementary pension planning

Passing on a family business in Switzerland: what options are open to entrepreneurs today?

Why do entrepreneurs fail to plan adequately for their business succession?

Record cocoa prices and the unfair chocolate value chain – meet the entrepreneurs working to change things

Lombard Odier becomes a patron of GENILEM to support entrepreneurial innovation

why us.

get in touch.

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.

share.

sign up to our newsletter.