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Your Experts for Business Consulting

We accompany SMEs with company valuations, succession planning, and legally secure conversions – personally, reliably, and tailored to your goals.

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Succession Planning, Company Valuation, and Conversion from One Source

Early and professional planning around succession planning secures the future of your company. Whether you want to transfer your company, convert it, or have it valued – with our support, you make informed decisions.

We provide comprehensive consulting on succession planning for SMEs in Switzerland, conduct transparent company valuations, and accompany you in converting your company into the appropriate legal form.

Support in Business Consulting Moves You Forward

Many Years of Experience with SMEs

Our expertise in succession planning for SMEs in Switzerland is based on years of practice. We know what really matters in transfer, conversion, and valuation.

Individual Consulting Instead of Standard Solutions

Every company is unique – just like its succession or restructuring. We develop tailored solutions that fit your company situation.

Reliability and Discretion

Especially in sensitive phases such as succession planning or company conversion, trust and confidentiality are crucial. You can rely on us for that.

Our Services in the Area of Business Consulting

Company Conversions

Converting a company – whether converting a GmbH to an AG, converting a sole proprietorship to a GmbH, or even converting a sole proprietorship to an AG – is a significant step in company development. So this transition runs smoothly and in compliance with the law, we accompany you with sound experience and business management know-how. Whether you want to grow, gain investors, or reorganize your liability:

We analyze your situation holistically and implement the conversion precisely and efficiently. Benefit from personal consulting, clear processes, and our comprehensive knowledge of the Swiss legal and tax environment. We are at your side – from the first idea to the successful implementation of your company conversion.

Our Detailed Services

A company conversion brings not only legal but also tax and accounting consequences. We offer you comprehensive support – structured, understandable, and tailored to your needs.

  • Analysis of the starting situation and choice of the appropriate legal form
  • Preparation of the conversion plan incl. tax assessment
  • Support with articles of association changes and commercial register adjustment
  • Communication with authorities and notary
  • Transfer of assets and liabilities as well as opening of the new bookkeeping
  • Accompaniment in tax advance clarifications with the responsible authorities

How We Accompany Your Company Conversion Step by Step

Every company conversion is individual – nevertheless, our processes follow a clear roadmap. We coordinate all parties involved and ensure that your interests are optimally represented.

  • Personal initial consulting with legal and tax assessment
  • Clear project planning incl. timeframe and to-dos
  • Simple cooperation via digital tools and clear contact person
  • Ongoing information on progress
  • Complete accompaniment until final entry in the commercial register

Interesting facts

Did You Know?

When converting a sole proprietorship to a GmbH or AG, it is important to ensure a clean transfer of assets and liabilities – including an inventory list and, if applicable, a formation audit. In addition, tax consequences must be clarified early, as hidden reserves may be dissolved. An early conversation is worthwhile.

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Succession Planning

Succession planning is one of the most important strategic tasks for every company – especially for SMEs in Switzerland. Whether family-internal, through employees, or external buyers: A well-thought-out succession planning for your company creates security, prevents conflicts, and ensures a smooth transition. We accompany you comprehensively – from the first assessment to the successful handover.

With experience, sensitivity, and a structured approach, we ensure that your values are preserved and your company is continued long-term. Use our expertise in succession planning for SMEs and actively shape the future of your company.

Our Detailed Services

We accompany you at every step of succession planning – strategically, legally, and emotionally. Our goal is a sustainable solution that fits you, your company, and the successors.

  • Analysis of the starting situation and development of an individual succession plan
  • Support with choice between internal and external succession
  • Company valuation (e.g., for purchase price determination)
  • Clarification of legal and tax aspects of the handover
  • Moderation of conversations with potential successors
  • Accompaniment until final implementation incl. contract review

How Succession Planning Works with Us

A successful succession begins with openness and foresight. We create clarity about your options and accompany you with a proven, pragmatic approach.

  • Personal initial conversation for goal definition and time planning
  • Development of a clear roadmap with concrete milestones
  • Involvement of specialist partners (e.g., lawyers, tax experts)
  • Step-by-step implementation – at your pace
  • Trustworthy accompaniment until handover and beyond

Interesting facts

Did You Know?

In Switzerland, about one in three SMEs faces succession planning – but many entrepreneurs take care of it too late. Early planning, ideally 5 to 10 years before the handover, significantly increases the chances of a successful and tax-optimized succession. Emotional aspects such as letting go or selecting suitable successors also play a major role – here we support you with experience and empathy.

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Company Valuation

A company valuation is crucial in many situations – whether succession planning, a sale, a merger, or for strategic decisions. We evaluate your company independently, soundly, and comprehensibly – taking into account established methods such as the practitioner method/earnings value method.

Whether you need a quick orientation or a detailed analysis considering all relevant key figures for company valuation: We deliver reliable results. Thanks to our many years of experience in company valuation, we guarantee you transparency, practical relevance, and individual consulting – so you can make the right decisions.

Our Detailed Services

Depending on the objective, we combine proven methods and current market data with a business management analysis. This gives you a precise, comprehensible, and legally secure valuation.

  • Conducting company valuation according to practitioner method
  • Application of earnings value procedure / earnings value method
  • Determination and derivation of the capitalization rate
  • Analysis of business management key figures and industry comparison
  • Preparation of results in a structured valuation report
  • Personal discussion with recommendations for action

How Your Valuation Works with Us

In a company valuation, transparency is crucial – both in approach and in assumptions. Our structured approach makes the valuation process comprehensible and efficient.

  • Clarification of valuation occasion and objective
  • Selection of suitable valuation methods (e.g., practitioner method, earnings value procedure)
  • Data collection and analysis of relevant financial key figures
  • Calculation of company value based on objective criteria
  • Result presentation with room for questions and individual perspectives

Interesting facts

Did You Know?

The choice of valuation method depends on the purpose of the valuation: For SMEs, the practitioner method has particularly established itself in Switzerland, as it combines both asset and earnings value. The capitalization rate used and the underlying assumptions significantly influence the result – that is why professional accompaniment is essential to achieve realistic and comprehensible values.

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Frequently Asked Questions

What is a company conversion?

Company conversion refers to the legal change of the company form – e.g., from a sole proprietorship to a GmbH or from a GmbH to an AG. The goal is often better liability limitation, tax optimization, or preparation for succession or investment.
 
Treuhandzentrum Zürich competently accompanies conversions – from analyzing the starting situation to notarial implementation and registration in the commercial register.

What is the merger of several companies called?

The merger of several companies is called a fusion. Here, two or more companies legally merge – either through absorption (one takes over the other) or through combination (a new company is created).
 
Professional tax and legal planning is essential. Treuhandzentrum Zürich supports with fusion review, valuation, and implementation.

How is the value of a company calculated?

Company value is calculated through various valuation methods – depending on industry, size, and purpose of the valuation. Common methods include:
  • Asset value method: Determining assets minus liabilities
  • Earnings value method: Future expected profits discounted to present value
  • DCF method (Discounted Cashflow): Future-oriented cash flows minus capital costs
  • Multipliers (EBIT multiples): Comparison with similar companies
Treuhandzentrum Zürich analyzes individually and provides a sound valuation as a basis for decision-making.

What formulas are there for company valuation?

Some commonly used formulas in company valuation are:
  • Earnings value = (average annual profit × capitalization factor)
  • DCF value = Σ (Cashflow t / (1 + discount rate)ᵗ)
  • Asset value = Assets – Liabilities
  • Multiplier method = EBIT × Industry multiple
The choice of formula depends on the valuation objective – whether succession, sale, or fusion.

Which key figures are relevant for company valuation?

The most important key figures for valuing a company include:
  • EBIT / EBITDA (operating profit before taxes and depreciation)
  • Cash flow
  • Equity ratio
  • Revenue development
  • Customer loyalty and market share
  • Financial key figures such as debt ratio and profitability
Treuhandzentrum Zürich analyzes these key figures in context and provides practical valuations.

How do I plan my succession?

A successful company succession begins with early planning. The following steps are crucial:
  • Analysis of the starting situation
  • Determination of goals (family, financial, strategic)
  • Company valuation
  • Search for internal or external succession
  • Legal and tax structuring of the transfer
  • Contract design and implementation
Treuhandzentrum Zürich accompanies succession planning comprehensively – discreetly, professionally, and solution-oriented.

What types of company succession are there?

In Switzerland, the following forms of company succession are mainly distinguished:
  • Family-internal succession: Transfer to children or relatives
  • Management Buy-out (MBO): Takeover by existing management
  • Management Buy-in (MBI): Takeover by external management
  • Sale to third parties: External buyer, e.g., investor or competitor
  • Foundation model: Transfer to a non-profit or company-related foundation

Each succession form brings different tax, legal, and emotional aspects. Treuhandzentrum Zürich helps with optimal choice and implementation.

Your Contact Person

Nicolas Schärer, Partner, Treuhänder mit eidg. FA

Nicolas Schärer

Partner, Treuhänder mit eidg. FA

Email

info@tz-zuerich.ch

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