Transfer and Succession

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SFM Conseil can help you ensure a smooth and successful intergenerational transfer of your family business.

Today, family business leaders are aware of the value of anticipating and preparing a succession plan during their lifetime so as not to hinder the development and sustainability of their family group.

Today, a number of vehicles and tools are used to facilitate the transfer of a family business and prepare for the devolution of an estate such as :

  • A solid governance model
  • Choosing the most tax-efficient legal form and corporate status
  • Forming a family holding company
  • Forming personal holding companies
  • A family charter
  • Drafting a partnership or shareholders' agreement
  • Public offering

Our Family Business experts will advise you on harnessing all these vehicles and tools, based on their comprehensive understanding and grasp of the legal, tax, financial and asset-related aspects.

Our teams are also involved in arbitration and/or conciliation proceedings between family members, when necessary to protect the interests of the parties.