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      preparing to divest your business successfully.

      strategic Planning for Future Business Succession.

      Even if the sale of your business is not yet on the horizon, you can take steps now to optimise its valuation and future divestment conditions. The key to a successful transfer for a business owner is always thinking ahead.

      Wanting to sell your company is one thing – being ready for it is another. You need to structure both your business and your wealth beforehand to achieve the best results. 

      Lombard Odier helps you take a step back from your business activities and your private assets in order to structure them effectively, with a view to gradually preparing the transfer of your business.

       

      strategic preparation and wealth planning.

      Even if most of your wealth is invested in your business, you can still implement optimisation strategies based on your future objectives.

      At Lombard Odier, we are here to help you lay the foundations for your next steps in life. Our in-house team of wealth planning experts takes your specific needs as an entrepreneur into consideration alongside an overall assessment of your assets.

      our tailor-made wealth planning expertise for entrepreneurs.

      Optimising
      your tax expense

      Pension and retirement
      strategy

      Planning tools
      provided

      Portfolio
      management

      Asset
      diversification

      optimise the sale conditions for your business.

      A company is an individual and a collective story that is built over time. Developing a company can take years, sometimes an entire lifetime; it’s important to make sure the final chapter in this story – the business transfer – is as successful as it can be.

      At Lombard Odier, we help you build a company around solid and clear processes, to avoid limiting its valuation or the feasibility of a sale.

      let's talk

      aspects to consider before transferring your company.

      • Corporate governance
      • Shareholder structure and shareholder agreement
      • Operational organisational hierarchy
      • Accounting data
      • Financial reporting
      • Contracts (employees, clients, suppliers)

      Entrepreneurs often underestimate the emotional and psychological aspects of selling a business. Being supported by a trusted team well in advance of the transfer allows you to face the future with confidence.

      Lombard Odier’s dedicated Corporate Advisory expertise centre is made up of specialists who can help you meet all the challenges you may encounter as an entrepreneur, including the strategic decisions involved in a company sale, transfer and valuation.

      protect your family and loved ones.

       

      Being an entrepreneur has implications that go far beyond just your company. This is why working with a private bank such as Lombard Odier offers distinct advantages. We consider both your professional and private circumstances in your wealth and succession planning, and take into account matters such as business transfers, inheritance and the protection of your capital for the next generation.

      Your private banker will prepare a complete assessment of your situation by analysing protection measures both for your business, and those involving your family and personal situation.

      the three levels of succession planning.

      The family

      Marriage contract, will,
      succession plan, family charter,
      domicile of heirs, etc.

      The wealth structure

      Asset management,
      pension assets, asset situs, etc.

      The family business

      Shareholding types, shareholder agreement,
      inheritance, family holding, etc.

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

      make an appointment.

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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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