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Transferring a business to the next generation

Is your business facing a generational change?

When mature shareholders are ready to hand the reins over to the next generation, Stratema can execute the entire process, from preliminary analyses of the market and the business, including market valuation of the business. Stratema will prepare a company presentation.

Stratema establishes contact between existing and potential new shareholders and
holds meetings to develop the transaction model and financial solutions. Financial institutions are contacted and informed by Stratema with a view to generating competition to offer the most attractive financial package. Stratema negotiates final and binding agreements between existing and new shareholders, as well as lenders. 

If the new shareholders or the financial institutions would like to quality assure the agreement, Stratema will organise a due diligence investigation prior to closing of the transaction, with settlement and transfer of ownership.

 

Summary of activities: 


  Preliminary analyses of the market and the business. 
 Market valuation of the business.
  Strategic advice on streamlining of the business.
 Preparation of company presentation.
 Establishment of contact between existing and potential new shareholders.
 Establishment of mutual confidentiality.
 Hold meetings to develop the transaction model and financial solutions.
 Obtaining offers from financial institutions.
 Negotiation of binding agreements.
 Organisation of due diligence investigation.
 Closing of the transaction, with settlement and transfer of ownership.

 

 
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