Basel-Landschaft

Selling shares: With potential analysis to market-compliant pricing

What factors need to be taken into account when determining the price range in line with the market and the value indication when selling a shareholding? How do you assess the future potential of a real estate portfolio? And which financial ratios have an influence? Our team of specialists from Corporate Services and Investment Advisory can help you with these questions.

Search for the fair valuation methodology
Following an in-depth analysis of business transactions over several years, we worked with external construction experts to outline various future developments based on volume studies and evaluated the respective strengths and weaknesses, risks and opportunities (SWOT) of individual scenarios.

Our team paid particular attention to identifying further optimization potential in the income statement and balance sheet structure, which had a positive impact on EBIT and profit.

After evaluating all relevant facts and figures and weighing up all possibilities and options, our specialists drew up a market-driven price indication and offered investors an objective basis for negotiation and an interesting market perspective.

Market-driven price and a first step towards succession planning
The evaluation of the company's current business situation, the identification of financial optimization potential and future value enhancement opportunities also convinced the majority shareholder.

By selling the minority shares to the existing shareholder, we were not only able to successfully implement a structured sales process together with the client, but also lay the foundations for promising succession planning.