Beyond the sale: turning a business exit into a new beginning
key takeaways.
- Planning beyond the transaction is essential. Thinking early about personal priorities, future involvement, and life after the business can help entrepreneurs approach an exit with greater clarity and confidence
- Preparation matters as much as price. A realistic valuation, a clear understanding of strategic options, and early consideration of personal, family, and wealth objectives can help support a successful transition
- The right exit route depends on the entrepreneur’s objectives. A sale to a strategic or financial buyer, a management transition, or a family succession can each imply different roles, timelines, and outcomes
- Family succession requires early preparation. Clarifying the next generation’s ambitions and addressing ownership, management, and governance in advance can help preserve both business continuity and family cohesion.
Selling a business marks the start of a new chapter.[CJ1.1] How can entrepreneurs prepare for a successful exit and the opportunities that will follow?
Preparing for life beyond the business
related content.
entrepreneurs: bespoke wealth management.
learn moreRead also: Selling or transferring a business: preparing the handover beyond the transaction | Lombard Odier
Setting realistic expectations on valuation
related content.
Defining the entrepreneur’s role after the transaction
Passing on the business: when the next generation is part of the plan
Read also: Four steps to a successful Swiss business transfer | Lombard Odier
From business succession to family wealth
Turning sale proceeds into a long-term wealth strategy
Read also: Why should entrepreneurs choose a private bank | Lombard Odier
important information
This is a marketing communication issued by Bank Lombard Odier & Co Ltd (hereinafter “Lombard Odier”).
It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful, nor is it aimed at any person or entity to whom it would be unlawful to address such a marketing communication.
