Facebook Linkedin

Company succession

Category
Speaker(s): Claudia Buchmann, Frank Halter
Training leader
Claudia Buchmann, Frank Halter
  • Organizational development; facilitation of team processes
  • Master's degree (University of Applied Sciences) in Corporate Development
  • Certified career, education, and vocational counselor
  • Studies in Philosophy (Faculty I), University of Bern
Author Avatar

Frank Halter

Frank Halter
  • Doctorate at the European Business School, Germany (Dr. rer. pol.)
  • Studies at the University of St. Gallen (lic. oec. HSG)
Shangri-La Ulaanbaatar, 19 Olympic Street, Sukhbaatar District-1, Paris-Beijing Room
2 days

Course content

Course content: 

  • What is contingency planning : Why is early planning crucial?
  • Types of company management transitions : Internal family succession, Management Buy-out, external or non-family solutions 
  • Strategic and psychological factors: Delegation of authority, accountability, and relationships
  • Law and Finance : Basic Issues 
  • Company Valuation : Factors Determining a Company's Value and Readiness for a Management Transition 
  • Responsibilities and Planning : Specific steps for transitioning from current ownership to the next generation 
  • Real-world examples and common pitfalls : Learning from real-world examples 

Learning objectives

Participants will gain a clear understanding of the succession transition process and learn the structure and foundation needed to plan for their company's succession in a timely manner. 

Participants

This training is designed for entrepreneurs, company founders, and management decision-makers who aim to plan their company's future early and responsibly.  

Training files

Sign up for the training below or log in to view the training files.

Next seminar date

May 19, 2026 -

May 20, 2026

Start: 8:30 pm
End: 5:00 pm
Training registration
Seminar: Corporate Succession
Date: May 19, 2026

Contents

Plan for the future, delegate responsibilities wisely, and preserve company values. 

Planning for the future is the most important part of the company's strategy One of the most complex decisions. A succession policy implemented early , organized, and professionally ensures that the company's values ​​are preserved and the business vision continues to be successfully implemented.