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Your projects Business transfer: careful preparation for a successful transaction.
Transferring your business is more than just a business decision – it is passing on your life’s work.
This step not only involves financial and legal challenges, but also emotional and family aspects.
At CapitalatWork, our goal is to take care of everything for you and give you peace of mind that everything has been arranged down to the last detail.
Why prepare in good time?
A well-planned transfer ensures a smooth transition for your successors, customers and partners.A well-planned transfer ensures a smooth transition for your successors, customers and partners.
By making the right choices in advance, we avoid tax and legal pitfalls and preserve the value you have built up over many years.
This prevents tensions within the family and creates a clear framework in which everyone’s roles and interests are respected.
What are the options?
- Family transfer: Passing on your business to your children who are active in or interested in the company, without losing sight of those children who are pursuing a different path.
- Sale to third parties: Whether to managers, employees or external investors, continuity is key.
The key to success: a well-thought-out step-by-step plan
Independent valuation – A market-based assessment forms the basis for every decision
Structuring your assets – Consider holding companies, shareholder agreements and protection mechanisms.
Tax optimisation – Every choice has tax implications; we help you decide which strategy best protects your assets.
Operational implementation – From negotiations to legal formalities: we stand alongside you and your trusted business advisors.
Our approach: human, strategic and transparent
We work closely with your solicitor, lawyer and accountant to draw up a coherent and sustainable plan. This allows you to look to the future with confidence, knowing that your business and your family interests are in safe hands.
At your side Why choose CapitalatWork?
A personalised
and proactive approach
A multidisciplinary team
(financial experts, lawyers, tax specialists)
Rigorous
and transparent monitoring
35 years of expertise
serving private clients and high net worth families
A strong local presence
based on human relationships
Do you want to transfer your business with confidence?
Contact us for a personal consultation. Together with you and your advisers, we will ensure a smooth, tailor-made transition and the peace of mind you deserve.
