Uncomplicated succession planning for SMEs
Succession planning
Tailor-made succession solutions for SMEs
Every succession is challenging. The solution must take into account a wide range of interests, including those of the owner, the successor, the beneficiaries and the workforce. We accompany and support you in the planning and implementation of your tailor-made succession solution, prepare the business documentation, search for potential successors/buyers and conduct the negotiations.
Tailor-made_succession_solutions_for_SMEs.pdf
Our references in the area of succession
Put your trust in our experience. The following links will take you directly to selected LinkedIn posts with examples from our practice:
| Year | Type of succession | Sector | Reference |
| 2023 | external | Metal construction | MAK Metall- und Blechbearbeitung GmbH, Lucerne |
| 2024 | external | Solar energy | AIO-Solar AG, Ruswil |
| 2024 | internal Employees | Heating / Sanitary | Markus Schmid AG, Malters |
| 2024 | external | Car garage | Touring Garage AG, Huttwil |
| 2024 | internal Family | Textile production | Pfeiffertextil AG, Schindellegi |
| 2024 | external | Travel / Mountain tours | Berg + Tal AG, Root |
| 2024 | external | Pension fund | Avanea Pension Fund - Avanea AG, Wädenswil |
| 2025 | external | Trade Non-Food | TERRA PROTECT GmbH, Horw |
| 2025 | external | Car garage | Garage Gasser AG, Lungern |
| 2025 | external | Physiotherapy | Physio Fitness Group, Seon |
| 2025 | external | Recycling | Webaria AG, Immensee |
| 2025 | external | Print shop | anonymous |
| 2025 | internal Employees | Solar | BE Netz AG, Lucerne |
| 2025 | internal Employees | Agriculture | Agner Melk- und Kühltechnik AG, Reiden |
| 2025 | external | Heating / Sanitary | Alois Herzog AG, Lucerne |
| 2025 | external | Lacquer and paint production | RUCO AG, Glattbrugg |
| 2025 | external | Metal construction | von Rotz & Wiedemar AG, Kerns |
| 2025 | external | Dentistry | anonymous |
The following links will take you directly to the interviews with examples from our practice:
In conversation: Jürg Haltmeier, former owner of Berg + Tal AG, Alpine School
In conversation: Urs Steffen, co-owner of Touring-Garage AG Huttwil
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Stephan Grau
JOSEF MEYER Stahl und Metall AGThe current solution would not have come about in this way without Gewerbe-Treuhand as a partner. René Bucheli pointed out all the finesses and pitfalls and provided both sides with optimal advice and support.
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Werner Flückiger and Silvio Marfurt
Flüma Klima AGWe were very surprised by the great competence with which our business and private concerns were dealt with. A specialist was on hand to answer all our questions quickly and unbureaucratically.
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Urs A. Stalder
Montalpina AGThe staff at Gewerbe-Treuhand have been advising me very successfully on financial statements and tax matters since many years. They enjoy my complete trust and also cover all disciplines.
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Bettina Zinnert
Hotel SilberhornWe greatly appreciated the fact that Severin Aliprandi and his team conducted the work and negotiations with a high level of expertise and at the same time in a down-to-earth and human manner.
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Marietta and Josef Schnyder
Holzpur AGIt is important for us to have a contact person who knows us and our Businesses in the areas of fiduciary, finance, reserves and taxes. Our relationship of trust has continued to grow thanks to our good working relationship with Maria Kurmann.
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Beat Steiner and Daniel Stöckli
Ajila AGYour experts speak the same language as we do, clearly, objectively and with the necessary local color, but at a very high level.
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