Business succession · Module 20

Who takes over
your life's work?

Business succession is perhaps the most important decision – and the most often postponed.

Understand succession
The horizon

Five to ten years

Processnot a single event
5 to 10 yearsa realistic horizon
Timefor every front
The topics

It all connects

Successor & valuewho, at what price
Tax & lawsettle cleanly
Your pensionis part of it
The linchpin

The financial planner

Many expertseach one piece
The plannerties it together
One planmakes it visible
The common mistake

Starting too late

Suppressingthe costliest mistake
Time pressurelowers the price
Start earlyall options open
Good to know

When will you hand over?

💡 First step: Business succession is a five-to-ten-year process where company, taxes, law and pension interlock. A financial planner as the linchpin brings the experts together and makes everything visible in one plan.
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This video is no substitute for personal advice.
Baeriswyl Beratungen GmbH · Finance & pension planning · Fribourg

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