Succession Planning
Supporting family businesses in preparing, structuring and executing successful transitions
Preparing the future while protecting the present
At Canovia, we support business owners and families
in navigating one of the most delicate phases in the life of a company: succession.
Whether you’re preparing a family handover, selling your business, or transitioning to a new governance model,
our mission is to help you design a smooth, secure, and meaningful transition,
aligned with your values and long-term objectives.
Succession is not just a transaction : it’s a human, strategic and emotional process.
We bring an outside perspective, strong technical skills, and tailored guidance
to help you assess your options, prepare your successors,
and structure the transition in a way that ensures both continuity and peace of mind.
Our role is to balance economic rationality with family dynamics,
and to offer long-term, independent support throughout the transition journey.
Our Succession Planning services include
Strategic and Family Governance Advisory
Clarify your vision, define succession scenarios, and align all stakeholders around a shared roadmap.
Leadership & Ownership Transition Planning
Prepare and support the handover of operational roles and/or equity interests, internally or externally.
Valuation and Business Readiness
Assess the company’s value and readiness for transition (financial, legal, HR, and organisational aspects).
Transaction Structuring
Secure the financial and legal framework of the transition (LBO, family buyout, partial sale, etc.).
Post-transition Support
Facilitate onboarding of new leadership, coaching of successors, or involvement of former owners in a new governance role.
Why work with Canovia ?
A dedicated partner for family-owned businesses :
We understand the specific dynamics of family businesses and owner-led companies. Our approach is holistic and deeply human : rooted in trust, confidentiality, and a long-term vision. We help you navigate the complexity of legacy, leadership, and financial stability in moments that shape the future of your company and your family.
Working at your pace, on your terms :
Whether you’re looking to transition in 6 months or 6 years, we adapt to your timeline. We can work alongside your accountant, lawyer or family office, or provide a full range of in-house expertise through our 800+ professionals across the Group.
An expert team dedicated to your project :
Meet Our Team
Introducing our dedicated team, where expertise meets commitment to your success.
Marjolaine Luthy
M&A Lawyer
Ivan Drobniewski
Tax Lawyer
Anouk Gilet
Tax Lawyer
Baptiste Bloch
Financial Analyst
Planning a business transition?
We support you every step of the way to design and execute a succession plan that respects your story and secures your legacy.