Business Succession

Find Solutions

Business Succession

It takes a lot of time and energy for a successful entrepreneur to run a business. Therefore, no matter what vision you have for the business after retirement, you should take some time to plan for the future. You may intend to sell your business or pass on the company to the next generation. Through Swiss Equity Fund Bank of Montreal, Swiss Equity Fund Investment Advisory Company and Swiss Equity Fund Trust Company, and in cooperation with your legal counsel, we can assist you in formulating a business succession strategy to smoothly transition the ownership and management of your business according to your wishes.

The challenges of family business succession

There are various challenges in successively navigate a family-owned business through business succession planning, and there is no secret formula. However, there are some best practices that can help families deal with these problems.

What We Do

Whenever you are ready to transition your business, we will provide assistance from planning your
succession to coordinating your overall financial situation.

STARTING WITH YOUR SUCCESSION PLAN

Succession planning seems to be a daunting task. Like many business owners, you may not have a clear decision about what you want to do with your business when you are ready to retire. We can help you identify and consider what you want to achieve, as well as the key decisions needed to achieve that goal.

COORDINATING YOUR PERSONAL & BUSINESS PLAN

Since your personal and business needs are inseparable, we will help integrate your succession plan into your overall wealth management strategy.

CAREER METAMORPHOSIS

You may be seeking a new career or planning for early retirement. In any case, there are many important decisions to be made and they will significantly affect your future financial security. Our Swiss Equity Fund professional team can help you resolve potential challenges in your new plan. Together, we can formulate the right plan for you.

From Our Consultants

Succession planning advices for small business owners

Problems to be addressed when retiring from the company

Find Solutions