OBT AG

OBT helps founders and second generations figure out when and how to prepare for the handover. The team first analyzes the value of the business, then the possible succession options, whether a family succession, a management buyout or an external sale is the best fit. Tax optimization scenarios get worked through for every option.

For an external succession, OBT prepares an information memorandum, guides the sale process and coordinates due diligence. Once the sale has gone through, the transaction team advises the new owner on post-merger integration and building the new company structure.