Business Succession Planning
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Contact usOur 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