SMEs are close to my heart.

Starting my working life with a traditional joinery apprenticeship, I learnt from the ground up how a Swiss small and medium-sized enterprise (SME) operates. As an SME founder, owner and managing director, I have personally experienced the entire business lifecycle, with all its highs and lows. I have built businesses, managed their day-to-day operations and improved them during challenging periods. I know first-hand exactly where the difficulties lie and how emotional it can be to let go of your life’s work.

My strength lies in taking a comprehensive view. Business succession should never be considered in isolation, but understood as a central part of your strategic risk management. Through my decades of experience in the demanding corporate client business of the finance and insurance sectors, together with my extensive training, I have a thorough understanding of the Swiss market’s legal, tax and financial framework. I maintain a holistic overview of the bigger picture for you and determine precisely when each area requires specialist attention and in what depth.

As your independent business succession adviser, I act like a mountain guide on a demanding expedition. I do not compete with your existing trusted advisers, such as fiduciary and accounting specialists, lawyers or banks. My aim is to bring all parties around one table, coordinate the expert network and avoid duplication. Where necessary, I supplement the existing team with specialists from my own network. My support is pragmatic, approachable and focused on your goals. Together, we develop the best possible succession solution for your life’s work.