Selling or acquiring
Business succession and handover
Sale to a third party or handover within the family: it needs an agreed value, a plan for whoever takes over and clear rules for whoever leaves.
“Valuations are there to show where you really are, not where you would like to be.”
Michele Collini · ACCA MemberThe service
What it covers
Business succession
When you need it
When the owner starts planning their exit.
What you receive
Valuation, business plan for the successor and an outline deal structure.
Not included
Succession and corporate matters, which remain with the notary and the lawyer.
Indicative timing
To be agreed based on family and corporate complexity.
First step
Request a sale readiness review
Indicative value, due diligence issues and work to complete before going to market, with a written outcome.