Anticipating and perpetuating business transmission

Transmitting one's business is a turning point in the life of entrepreneurs. This involves relationships among members of their family, shareholders and sets the stage for future strategy.

Your challenges
Perpetuating and enhancing the value of the organization
Transmitting values and legacy
Securing and organizing the transmission

Transmission of a business is a watershed event in the life of managers and their businesses.

However, this process is particularly complex for managers since it requires them to decide on the transmission, prepare the company for this, value the business assets, select the right buyer (family member, employee, etc.). In addition, the range of mechanisms, their instability and the many conditions they impose require that a strategy be put in place at a very early stage. Finally, such a transaction is fraught with human constraints that are due in part to the interactions between emotions and the business world.

Why and how should one anticipate their transmission? What is the right balance between family, operational and tax governance? What are the relevant legal and tax instruments needed to facilitate the transmission of a business? Along which lines should one rethink the organization, while safeguarding its values and legacy?

A combined and global approach
To help you answer these questions, we make available to company managers lawyers experienced in transmission issues and equipped with a detailed knowledge of the markets served by those companies and their concerns, able to guide them in the choice of legal and tax measures as well as on all governance issues affecting the organization. What is our goal? To guarantee the security of the global scheme, anticipate relations between heirs, shareholders and managers and promote the company's development. Our firm, as a pioneer in this field, has an indispensable know-how in this area of law.
Our added value
Our methods
  1. Anticipate: set objectives, carry out a corporate, patrimonial, fiscal, and social audit of the situation of the manager and the company and of the professional and private real estate assets that are to be transmitted in the future
  2. Define rules of governance and organization: identify and involve stakeholders, provide guidance in the choice of the buyer
  3. Secure and optimize: choose the transmission mode, identify risks and improve the conditions for the transmitting the business
  4. Structure and guide the transaction and follow-up on it
Our offer of services
Patrimonial strategy: matrimonial regimes, anticipation of high-risk situations such as : death, incapacity, divorce

Patrimonial strategy: matrimonial regimes, anticipation of high-risk situations such as : death, incapacity, divorce

Conduct an evaluation

Conduct an evaluation

Organize governance: family charter, shareholders’ agreement, bylaws, etc.

Organize governance: family charter, shareholders’ agreement, bylaws, etc.

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Legal organization of the transmission: donation, disposal, family buy out

Legal organization of the transmission: donation, disposal, family buy out

Tax planning for the transmission

Tax planning for the transmission

Environmental audit: administrative and regulatory compliance, transfer of authorizations, etc.

Environmental audit: administrative and regulatory compliance, transfer of authorizations, etc.

Post-transmission follow-up: management of subsequent developments, prevention of litigation risks

Post-transmission follow-up: management of subsequent developments, prevention of litigation risks

Choice of the social security scheme (securing/optimizing)

Choice of the social security scheme (securing/optimizing)

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