Succession Planning

When engaging in successor planning, the business owner as well as the successor are faced by many legal, personal, financial and organizational questions. Our specialists, including lawyers, fiduciaries and tax experts can support you in all phases, from the search to the final handover of the company.

Succession Planning

When engaging in successor planning, the business owner as well as the successor are faced by many legal, personal, financial and organizational questions. Our specialists, including lawyers, fiduciaries and tax experts can support you in all phases, from the search to the final handover of the company.

Business Succession Methods

Management buy-out (MBO)

Management buy-in (MBI)

Investment or takeover by a financial investor

Initial public offering (IPO)

Sale to another company

Merger with another company

Internal family succession

Liquidation

Business Succession Methods

"Paragraph"

Management buy-out (MBO)

Management buy-in (MBI)

Investment or takeover by a financial investor

Initial public offering (IPO)

Sale to another company

Merger with another company

Internal family succession

Liquidation

Your contact persons

Emre Özdemir

Managing Partner, Member of the Executive Board, Head of Accounting

Dipl. Auditor, Dipl. Fiduciary Expert
MA HSG in Accounting and Finance
CMC (Certified Management Consultant)
Places of work Zurich, Baar

Dr. Manuel Vogel

Chairman of the Board, Indirect Taxes

dr oec. HSG, dipl. Tax Expert
CAS FH in Company Succession
Place of work Baar

Plans designed for you

Use of the best enterprise apps in Switzerland

Unlimited bookings per year

Academy

Ongoing accounting

VAT reporting

Preparation of the annual financial statements

Paperless office: Numarics Scan Center

Sending customized quotes and invoices

Professional advice

Processing of receipts scanned by you

Tax return (Company)

Payroll accounting for all employees

Numarics Mail Concierge (optional)

Communication with authorities
If power of attorney and documents are available

Price

On request

Onboarding: one-off CHF 300*-500*If all documents are available

Schedule a callTalk to our team

Trusted by 3,000+ clients

Philippe Brunet
Melanie Bachmann
Managing Director MHC Life Science Solutions GmbH:

We are so glad to have Numarics as our trustee and accountant. They are a very capable, dynamic, and agile young company with great customer - friendly solutions. We know they will be our partner for all challenges in the future!

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