Succession Navigator

Consulta AG advises small and medium-sized enterprises located in the greater Zürich area in all matters of succession planning since 1978. As a specialist for SME, Consulta AG offers all services you need in a succession planning process: business consulting, audits and financial advisory, legal and tax and real estate. As we have recently completed our own succession planning, we understand the emotional challenges involved very well.

With our succession navigator you know at all times where you are in the process and you know what it will cost. After your decision to plan your succession, we will assess the competitive positioning of your company together with you. The findings thereof allow us to calculate the value of your company and to compile an opportunity analysis for a potential successor. The company value will be verified by our auditors. Thereafter, we evaluate potential successors which you have already identified or, if you wish, we can assist you in searching for adequate candidates. All necessary legal matters will be taken care of by our lawyers. Of course, we will also take into consideration and optimize your inheritance and tax situation. Our real estate specialist, a member of the Swiss real estate association SVIT, can assist you in case there are buildings which require a change of ownership.