Selling a company – investing in SMEs

We provide external business succession for SMEs with a company value of CHF 2 to 12 million.

Exclusive succession solutions
If there is no successor from within the family or existing management team, we will connect you with qualified investors who will continue your life’s work.
UBS Opportunity hub
Our platform brings together businesses looking for a succession solution and investors who want to take over an established SME.
Attractive investment opportunities
We put you in touch with established companies that are ready to be acquired and match your investment objectives.

Entrepreneurs looking to sell

Reach out to potential investors via our innovative platform. We establish the initial contact with potential buyers and personally accompany you throughout the process of selling your company.

Each company is evaluated by our specialists according to the following four criteria:

Operational readiness
Transferability with regard to structural and tax aspects
Emotional readiness
Long-term profitability

Our platform provides you with access to Swiss SMEs that have been carefully selected and evaluated. As your exclusive financing partner, we also offer you tailored solutions to achieve your investment goals.

Premium network of Swiss SMEs
Establishing contact between sellers and buyers
Confidential and individual access to entrepreneurs
High-quality investment opportunities for investors

For sellers

How do I ensure that my life’s work will be in safe hands?

We analyze your company in a structured manner and match it only with suitable buyers who have a genuine interest and the skills needed.

You remain in the driving seat at all times: you decide who you wish to continue negotiations and proceed to the next phase with. We are at your side to provide you with a sound basis for making your decision.

Arrange a consultation

How ready is my company for an external successor?

Many entrepreneurs underestimate how important it is to make their business ready for a transfer with regard to processes, key personnel, customer retention and tax aspects.

Thanks to our succession check, you can identify at an early stage where there is still room for improvement so you can proceed with the sales process professionally and systematically.

To the succession check

How long does the process take with an external sale?

What factors influence my SME’s valuation?

The valuation of your SME depends on several factors. In addition to revenues and profit, various other aspects are crucial, such as the quality of the management team, the company’s ability to innovate and how diversified the stakeholders are.

A strong management team, a clear focus on innovation and broad risk diversification are essential for a long-term company valuation. These are just some of the key factors we take into account.

We support you in structuring your company in such a way that potential buyers gain transparency and trust. We specifically involve our experts to identify any potential for optimization.

Arrange a consultation

How do I optimize my tax burden when selling my business?

Without the right preparation, the structure of your company can lead to high tax bills when you sell it. Non-operating assets, such as excess liquidity, real estate and participations/holdings, as well as the legal form of the company or timing of the sale, can have significant tax implications.

We analyze your situation carefully and clarify together with our tax experts how you can best prepare for the sale. Discreetly, with a view to the future and tailored to your needs.

Arrange a consultation

For investors

How do I find companies that match my profile?

How does the financing work if I want to buy a company?

How can I specifically prepare for buying a company?

Clarify your strategic goals, your financial resources to take on the appropriate financing and your understanding of the roles involved so you can successfully realize the investment opportunity in question.

We will be happy to connect you with our experts, who will accompany you during the decision-making and preparation process.

Find out more

UBS Real Estate Advisory For successful real estate transactions

Non-operating assets such as commercial or private real estate often present a particular challenge in the sales process, requiring in-depth expertise and targeted advice. Whether you’re considering residential, office, retail, commercial or development projects – our experts will support you with professional and needs-based real estate services.

Find out more

Get in touch – we’re happy to help

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