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oprandi & partner - personnel recruitment - karriere

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Inhalt

Succession planning process

1. Assignment goals and succession strategy

- Customer’s individual needs and requirements
- Targets
- Schedule
- Costs
- Responsibilities

Goal: Building a common understanding for the way ahead


2. Strategic corporate analysis

- SWOT analysis
- Challenges

Goal: Presenting the current and future position of the company


3. Entrepreneur profile

- Awareness for “the day after”
- Sense of value
- Acceptance and limitations
- Financial intentions

Goal: Developing a personal profile and generate requirements for the effective successor


4. Successor search

- Profile
- Requirements
- Sense of value
- Financial possibilities

Goal: Finding an effective successor with suitable personal and professional qualities


5. Finances | law | taxes*

- Evaluation models
- Due diligence
- Finanacial consulting
- Tax consequences and measures
- Legal prodecures, contracts
- Considerations and measures governed by the law of succession

Goal: Ensuring the right financial and legal packages for the transfer of ownership

*external Partner