Succession planning
Handing over your life’s work –
carefully guided
Handing over your life’s work – carefully guided
Every succession is as individual as the company and the people behind it. It is one of the most important entrepreneurial decisions in the life of an owner. We guide you from the initial assessment through the search for the right succession solution to the signing of the agreement.
Why it matters
More than an
entrepreneurial decision
Business succession involves far more than the transfer of ownership. It brings together personal wishes, family interests, employees and patients as well as financial, tax and legal questions with the future of the company.
In healthcare, additional challenges apply. Regulatory requirements, tariff systems, increasing consolidation and the growing interest of practice groups and investors make early and professional planning essential. Those who act in good time create room to manoeuvre and improve the conditions for a succession solution that is convincing both economically and personally.
A successful succession therefore means not just finding a buyer, but developing the right solution for everyone involved.
Three paths to business succession
Three paths to
business succession
- Family-internal succession – transfer to family members by sale, gift or inheritance.
- Management buy-out (MBO) – takeover by existing managers – with external financing where required.
- Sale to third parties – transfer to another practice, clinic group, a strategic buyer or an investor.
Our approach
How we guide your
business succession
From the initial assessment to the successful handover, we support you personally, coordinate everyone involved and ensure a structured, discreet and professional succession process.
From the initial assessment to the
successful handover, we support you personally, coordinate everyone involved and ensure a structured, discreet and professional succession process.
01
Assessment & objectives
Analysis of your personal and entrepreneurial starting position. Together we clarify objectives, priorities and possible succession options.
02
Succession strategy
Developing the right succession solution – family-internal, management buy-out or sale to an external buyer.
03
Valuation & preparation
Preparation of a sound company valuation as well as an integrated business plan with financial model and a professional information memorandum as the basis for successors or buyers.
04
Search for the right
succession solution
Search for the right succession solution
05
Structuring & financing
06
Contract design &
coordination
Contract design & coordination
Coordination of all specialists from law, tax and financing as well as support of the contract negotiations through to signing.
07
Handover & integration
Support of the successful handover and, on request, support with the financial and organisational integration.
Your benefits
Why work with HealthBridge?
- Personal support – one experienced point of contact throughout the entire succession process.
- Everything from one source – coordination of financing, valuation, legal, tax and further specialists.
- Specialised in healthcare – an understanding of the specifics and value drivers of practices and clinics.
- Switzerland-wide network – access to suitable successors, buyers and investors.
- Discretion and confidentiality – a given in every phase of the succession process.
- Sustainable succession solutions – we look not for the highest purchase price, but for the solution that fits your personal and entrepreneurial goals in the long term.
- Personal support – one experienced point of contact throughout the entire succession process.
- Everything from one source – coordination of financing, valuation, legal, tax and further specialists.
- Specialised in healthcare – an understanding of the specifics and value drivers of practices and clinics.
- Switzerland-wide network – access to suitable successors, buyers and investors.
- Discretion and confidentiality – a given in every phase of the succession process.
- Sustainable succession solutions – we look not for the highest purchase price, but for the solution that fits your personal and entrepreneurial goals in the long term.
"A life's work deserves a succession solution that goes far beyond economic aspects – a solution that respects the owners' values, secures the company's future and does justice to the people behind it."
Start shaping your
succession in good time
The earlier you address your succession, the greater your options. In a confidential first conversation, we develop the right succession solution for your life’s work together.