In Switzerland, over 22,500 SMEs are involved in this each year, that’s about 170,000 jobs
In Valais, 5% of businesses are affected by this type of transaction.
Over a period of 5 years, 95% of transferred businesses survive whereas 50% of newly-created companies fail.
Consequently, for both the vendor and for the economic fabric of our canton, it is essential to make a successful transition.
Usually, you only sell your business once, which is another reason not to miss out any of the steps and to plan for the transition.
Whether a family succession or a succession within the company or to a third party, it is essential to surround yourself with professionals.
The questions you need to ask yourself
Do you wish to plan your retirement by preparing your succession? Do you want to optimise the financial structure of your company with a view to a future sale? Are you seeking to satisfy all your children within the context of your succession? Do you want to purchase a business? Are your employees interested in taking up the torch? Can you find no one who is interested in your business? Do you want to showcase your company? Do you want to know the objective value of your business? Do you want to pay as little tax as possible when you sell your company? Are you looking for a way to fund the purchase of a business?
DS Fiduciaire, accredited as an M&A Expert (transmission and acquisitio of companies), is the ideal partner to guide you through all of the steps necessary for the success of your project. We place particular emphasis on listening, bespoke advice and the analysis and regular monitoring of your needs while surrounding ourselves with professional and skilled partners (lawyers and financial institutions) to ensure the success of your transaction.
Advise and support you throughout your decision-making process
Assess your business
Execute a due diligence within the context of an acquisition
Compile a memorandum (complete file showcasing your business)
Provide advice with a view to optimising your financial structure
Find solutions with respect to funding, with the support of expert financial institutions
Follow up and provide advice on matters of commercial law, supported by a firm of lawyers recognised for its expertise in business transfers
Optimise taxation in the transaction, as well as obtain a Ruling from the Tax Office (Tax Agreement)
DS Fiduciaire, guaranteed professional service listening to your needs. DS Fiduciaire, many successful transactions under its belt!
The opinion of some of our clients:
When transferring our office to two young employees, we valued the skilful way in which DS Fiduciaire Duc & Fils SA devised a precise plan for the gradual sale/buy-back of shares and the way that they listened to and understood our needs and dealt with the emotional challenges.
Impact SA, Engineers, Sion, Yvan Rey, Chairman of the Board
DS Fiduciaire was able to find the correct share value by devising different scenarios that allowed all of the employees at Tissières SA to access the shareholding scheme and so ensure the future the business.
Tissières SA, Engineers and Geologists, Pascal Tissières, former owner and Chairman of the Board
You can access our services throughout Swiss Romandie. Please don’t hesitate to contact us to arrange an initial no-obligation meeting. “Success in transferring your business is our priority"