Balmer-Etienne AG

Balmer-Etienne has years of experience with family successions, management buyouts and business sales across central Switzerland. The team calculates company value using recognized methods, points out tax optimization options for both seller and buyer, and accompanies the contract documentation through to notarization. For owners who want to structure the handover in stages, the firm advises on transfer models spread over several years.

The firm's local knowledge is a particular advantage for SMEs in central Switzerland. Balmer-Etienne knows the cantonal quirks around taxing capital gains and how inheritance and gift taxes are handled in Lucerne, Zug and the neighboring cantons.