Business Succession Planning

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Our expertise in succession planning enables us to establish and implement a personalised action plan to ensure that the transferors, releasers and key employees share a common vision for the success of the business transfer. To achieve this, Mallette's experts analyse and evaluate :

  • The company's management and governance structure

  • Shareholding, decision-making power, roles and responsibilities

  • The capacity and level of interest of the next generation in taking over the business (and the need to put in place a skills development plan)

  • The state of interpersonal relations (professional, family, friends, etc.)

  • The respective expectations, fears, apprehensions, intentions, aspirations and motivations.

Our approach emphasises the commitment of business leaders and their successors to the succession planning process, thereby promoting the success and longevity of businesses. As key advisers in the business succession process, our professionals have developed a comprehensive approach that guarantees success.

To find out more, contact our team of experts by email: [email protected]

What we offer

We work on the following human, strategic, financial, tax and legal issues:

Human aspects

  • Diagnosis of business succession

  • Review of organisational structure

  • Sharing roles and responsibilities

  • Skills analysis

  • Drawing up a transition plan

  • Mentoring and coaching for transferors and transferees

Strategic aspects

  • Organisational diagnosis

  • Market and product positioning

  • Business plan and strategic planning

  • Performance indicators

Financial aspects

  • Financial projections

  • Business valuation

  • Financing and subsidies

  • Due diligence

  • Financial performance

Tax and legal aspects

  • Tax planning

  • Estate planning

  • Corporate reorganisation

  • Employee incentive plans

  • Personal financial planning

  • Shareholder agreements

  • Company formation

  • Notarial assistance

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