Business Succession as Strategic Opportunity – Setting the Course for the Next Generation

Business succession is much more than a legal or tax-driven transfer process. It marks a critical turning point and offers a unique opportunity to rethink structures, secure assets, and position the company for long-term success.

For owner-managed SMEs and family businesses in particular, succession is often a sensitive and complex issue. Emotions, cross-generational expectations, and structural questions converge. If succession is addressed too late or too narrowly, it can create uncertainty – for the family, employees, and clients alike.

Through working with a range of entrepreneurs, I have ve seen that those who approach succession early, strategically, and with an interdisciplinary mindset can turn it into a powerful driver of renewal. Key elements include:

Clear strategic direction: What should be preserved and what can evolve?
Structural clarity: Which legal and tax frameworks ensure both stability and flexibility?
Organisational planning: Who takes on which roles and how is knowledge transferred?
Asset protection: How can business and private wealth be cleanly separated and structured efficiently?

In my view, succession planning is a genuine leadership task. When approached courageously, it can secure continuity and open up new potential – for the company, the family, and the wider circle around it.

Is succession planning on your agenda? Let’s get in touch!