Succession planning

The quality of business succession basically defines a company's growth and competitiveness.

The factors relevant to success:

When is the best time to consider succession?
Inclusion of affected stakeholders, such as family, shareholders, other investors, staff, clients, suppliers, government authorities.
The unprejudiced discussion of all options concerning factors relevant to success.

Your UBS client advisor supports you with the utmost discretion, organizing and coordinating various specialists:

For your personal concerns, you can contact our Financial Planning specialists and our Wealth Solutions Group, which develops creative and comprehensive solutions in complex situations.
The varied and often complex requirements for corporate responsibility in succession planning frequently call for the interplay of specialists from areas such as Mergers & Acquisitions or Management and Leveraged Buyouts.

If you would like to have additional information before consulting your UBS client advisor, we recommend our UBS Outlook brochure "Business succession" (german only). Here you can find out about how financial and operational succession is planned. It also provides food for thought on how to discuss this sensitive topic within families and in the company boardroom openly and objectively.

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