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The practical guide of the transmission
Published by the CRCI and the Auvergne Regional Chamber of Trade
This document offers all the advice needed to make a success of the transfer of a company, with a precise methodology to avoid all possible difficulties. It addresses the transfer in a synthetic and multidisciplinary way: law, taxation, valuation and social. The guide is structured around two pieces of advice: “move forward with method” and “prepare for a transfer five years in advance”.
Passing the baton
Business opportunities bulletin published by the CCI of Ile de France
The “Passing the baton” network of the Paris and Ile-de-France Chambers of Commerce and Industry helps sellers and buyers find a contact person and prepare for the transfer or takeover of a business.
How to prepare for the transfer of a business
The fiduciary magazine of the Fiduciary Review Group Paris
A delicate step, the transfer of a company must be prepared in advance. Prepare the organization of the company, face a retirement or a death and finally you will have the legal and tax tools to complete the transfer with a maximized price and a successful transition. This guide presents numerous examples of transfers to offer you the best solutions for selling your business.
Business transfer
Editions Francis Lefebvre, Paris 1200 pages
The memento comes to support the entrepreneur so that he has all the legal, tax and financial keys to transfer his company. It is built around four key topics: the matrimonial situation of the business owner, the devolution of the estate, the death of the business owner and finally the operations to be carried out before the transfer.
Acquiring a company: …healthy or in difficulty
Editions Dunod, ParisAuthors: Bérangère Deschamps, Robert Paturel
Taking over a company can represent a profitable alternative to creating one from scratch. It requires a certain rigor and method that the manual of Bérangère Deschamps and Robert Paturel brings to the potential buyer. To take over a company, it is essential to diagnose its potential and its economic health. The authors guide us in defining the target, identifying the risk of the company selected, establishing a takeover plan, and finally managing the relationship with the new teams and clients.
Taking over a company in difficulty
Editions d’organisation 1995, ParisAuthor: Patrick Atlan
By leaving the clichés of the amoral buyer to turn around sick companies, Patrick Atlan promotes the one who has an essential economic and social function to continue the activity and thus the employment within companies in difficulty. The book answers important questions for taking over a company. Identifying and diagnosing the origin of the difficulties, how to act before or after the bankruptcy filing and advises on the judicial risks incurred by the entrepreneur, advises on the financing of the operation and finally it presents advice on how to present an external or internal takeover offer in judicial recovery.
Dossier guide Company takeover
Dossier PME PMI, 19999, 54 pages, Editions APCE, Paris
This practical file accompanies the buyer through all the phases of the sale process of the company. In a clear and synthetic way, it helps the entrepreneur to clarify his motivations and his financial capacity to invest in the target company. In a second part, it helps to calculate the value of a company and to think about the takeover plan.
The transfer of a company
Editions Dalloz 1999, Paris, Authors: Paillusseau, Caussain, Lazarski
The book is complete, it answers many questions on the transfer of business. How to buy and sell a company? Transfer of business, Transfer of assets, Transfer of control, Massive transfer of company rights, Management leases, Guarantees, Due diligence, Data room, Protocols and agreements, Tax, social and financial consequences. How to buy and sell a company in difficulty? How to purchase a company by its employees? How to prepare agreements and protocols? How to audit?
The transmission of SMEs.
Author: Louise Cadieux. Éditions Presses Université du Québec. Date: March 2009.
Louise Cadieux’s book focuses on small and medium-sized businesses, which makes it suitable for the vast majority of companies. It provides information on the various forms of transfer, the negotiation process during the sale of the business, the transfer of power and post-acquisition support.
Guide to the transfer of a business.
Authors : U. Jandrain, J.M Maurice. Published by L’Express Roualta. Date : February 2006.
The guide is invaluable for an entrepreneur who wishes to increase the value of his business. It gives you the keys to sell your business for more money. It helps you to present your company, to prepare it, as well as what makes it up.
Law and taxation of business transfers.
Author: Laurent Grosclaude. Published by La Gazette du Palais. Date : October 2010.
The book is intended for professionals in the field of mergers and acquisitions. It provides technical advice to help the reader understand the taxation applied to the transfer of a business.
Selling your company. When and how?
Authors: J.C Lambert P. Lheure Laudic. Editions Dunod. Date : February 2003.
Intended for company managers, the manual proposes a methodology for planning the transfer of one’s company. Timing is essential in the transfer, the book is intended for those who plan to transfer their company in the short term and allows to understand the mechanisms of a negotiation as well as the organization of a transfer-acquisition of an SME through each step.
Transferring your business.
Author: Valérie Froger. Published by L’Express Roularta. Date : October 2009.
The book is a tool for SME managers who are considering selling their company. Pedagogical, it allows them to understand the logic of a negotiation, as well as all the steps of a transaction of transfer and acquisition of a small or medium-sized company.
Transferring your construction company.
Author: collective. Éditions Tissot. Date: October 2009.
The manual is intended for company managers in the construction and public works sectors. They will find the answers to their questions in this book.
The buyer-seller negotiation.
Authors: Yves Lellouche, Florence Piquet. Published by Dunod. Date : March 2010.
The conduct of negotiations in the sale process will determine the timing as well as the purpose and price of the transaction. This guide allows you to better organize the different steps in order to make the sale a success.
Business transfer.
Author: collective. Éditions Revue Fiduciaire. Date : February 2011.
This book is intended for professionals in the field of mergers and acquisitions as well as for company managers. The book presents the social, legal and tax aspects of transferring a company, whether it is an SME or a CAC 40 company.
Transmission and takeover of a company.
Authors: Sylvie Guidici, Alain Coulaud, Renaud Dutreil.
Éditions Ellipses. Date : April 2008.
The human aspect is often underestimated in M&A operations, and the book highlights this important fact. The seller selling all the same his offspring. It is a question of accompanying the entrepreneur in order to prepare him for the conduct of the negotiations and his personal follow-up. This book is especially intended for SMEs in which the psychological aspect is essential.
Takeover and transmission of business.
Strategic, legal and tax aspects.
Author: Frédéric Parrat. Economica Publishing. Date : February 2010.
A manual for business owners who wish to sell their business. It prepares the entrepreneur for the negotiation and the steps before, during and after the transfer. Rather adapted to SMEs, it also gives advice for the transfer of family businesses.
Transfer and restructuring of small and medium-sized enterprises
Strategic thinking.
Author: M. Deslandes. Éditions Presses Universitaires Rennes. Date : February 2000.
The book is adapted for small and medium-sized companies to transfer or restructure their business before the transfer. It also presents the financial and psychological logic of mergers and acquisitions.
The transfer of business. 2011 edition.
Author : collective. Éditions Francis Lefebvre. Date : May 2011.
The book is very complete and covers all areas of business transfer in an exhaustive manner. It is rather reserved for professionals of the sector given the very technical approach of the manual.
Transferring a company. Optimizing the handover.
Author: Rolande Chabert. Éditions Village Mondial. Date: September 2005.
Rolande Chabert presents the sale of a business as a little heartbreak for the seller. Thus, in this book he aims to prepare the entrepreneur at the emotional level and to advise him to find other activities to fill the void.
Transferring or taking over a business. 2012 edition.
Author: collective. Éditions Prat-Europa. Date: September 2011.
Manual perfectly adapted for VSEs and SMEs updated on the measures concerning transmission and takeover. It helps the entrepreneur to present his company, find his target and advice. It is composed of practical cases, technical lexicons, models of letters and contracts and finally useful addresses for all the steps.
Take over or sell a company.
Author: Claude-Annie Duplat. Published by Vuibert. Date : January 2007.
Intended for business leaders or future entrepreneurs who wish to acquire the best methods for buying a business. It is based on the experience of professionals in business transfers and acquisitions.
Valuation and transfer of business.
Author: Sébastien Dossogne.
Published by the Chamber of Commerce and Industry. Date: October 2005.
This is a practical guide to avoid the pitfalls of a buyout and make the most of your company. The work of the Chamber of Commerce and Industry is intended for both the seller and the buyer of small and medium-sized businesses.
Evaluate your business.
Author: Claude-Annie Duplat. Published by Vuibert. Date : September 2007.
Claude-Annie Duplat’s book allows the business manager or the novice consultant to learn about the different methods for assessing the value of his or her business or to adapt the logic of the business with a view to selling it.
What is my company worth?
Author: Sébastien Dossogne. Edipro Publishing. Date : July 2010.
Sébastien Dossogne’s book allows the company to know the value of its business in a precise and detailed way which strengthens the entrepreneur in the conduct of negotiations in the sales process.
Evaluate a business or a company.
Author: Pierre Maurin. Editions Afnor. Date: February 2010.
Intended for the business owner or potential buyers to understand the evaluation of the price of a small business and the goodwill. This guide allows you to enter with technical knowledge to sell or buy a business.
Transmission and transfer of business. Preparation. Procedures. Assistance.
Authors: Frédéric Masquelier, Nicolas Simon de Kergunic, Emmanuel Brancaleoni. Published by Delmas. Date : October 2008.
The book presents the changes made in the sector of business transfers and takeovers by the 2008 Law of Modernization of the Economy. The legal and tax consequences of transfers, donations or management are presented. It is intended for professionals in the sector as well as for entrepreneurs looking for technical aspects.
Buy, sell or transfer a business.
Author: Thierry Roulois. Editions E.M.S. Date: June 2005.
Thierry Roulois’ book is a practical guide to selling or transferring a business to a third party. It allows you to better manage the negotiations to sell your company and to avoid the traps of the transfer of your company.
Sale of shares and stocks 2011-2012.
Author : collective. Éditions Francis Lefebvre. Date : December 2010.
The book describes exhaustively the transfer of shares for SMEs and listed companies. This manual is for the partner, the transferor or the buyer. It is the perfect handbook for M&A professionals.
Asset disposals and acquisitions – corporate restructuring.
Twenty tax studies.
Author: Patrice Couturier. Edition Formation Entreprise. Date : May 2010.
Patrice Couturier’s book is a very technical legal and tax guide to the sale and acquisition of assets and businesses. The book is intended for professionals in the sector rather than for company managers.
The transfer of business. Accompaniment and audit mission.
Author: William Nahum, Ordre des Experts comptables.
Published by Dunod. Date: August 2003.
The transfer of a company requires several audits to prepare it. This practical handbook contains all the data needed to audit an SME in the context of a transfer at the accounting and financial level.
The transfer of business in practice.
Ten lessons for a successful transfer of an SME. 255 real cases analyzed.
Author: Gilles Lecointre. Published by Gualino. Date: October 2007.
Gilles Lecointre’s book raises the awareness of the various parties involved in the sale and acquisition of a company. It prepares the reader for the psychological aspects of the sale and leads to the setting of a realistic and well-founded selling price in order to carry out the negotiations successfully.
Prepare the transfer of your company. Knowing the taxation of the transfer.
Author: Paul-André Soreau. Éditions Sefi / Arnaud Franel. Date : June 2010.
Paul-André Soreau’s book is intended for business owners who wish to sell their company while optimizing the tax impact of the transfer to a family or external third party. Both for the taxation of the company and the personal taxation.
Growth strategies – Mergers and acquisitions, strategic alliances, internal development.
Author: Olivier Meier, Jean-Claude Pacitto, Cécile Averbe, Michel Bernasconi.
Editions Dunod. Date : January 2009.
This book allows the entrepreneur to understand the buyer’s logic at the time of the transfer in the case of external growth. It allows the entrepreneur to better position himself to conduct negotiations and sell his company at a higher price.
Takeover or transfer of a company: prepare your first meetings, learn to negotiate, know how to write your letter of intent
CRA Business Owners and Transferees (Author) 2015
The guide allows the business owner to build his project to sell his business with the different steps that punctuate the beginnings of the selling process: the evaluation, the first meeting, the negotiation and the letter of intent.
Taxation of the transfer of a company
Yann Judeau, Paperback 2015
Yann Judeau warns the company manager about the tax system that will apply when he sells his company. The buyer will have to pay transfer taxes and the seller will have to pay capital gains tax. The manual proposes precise solutions to optimize the tax situation.
FAQ
What services does Actoria provide?
Actoria specializes in mergers and acquisitions advisory for small and mid-sized businesses. Our services include company sales, succession planning, buy-side and sell-side mandates, business valuation, financial diagnostics, investor sourcing, negotiation support and full transaction execution until closing.
Who does Actoria work with?
We support SME owners, family-business leaders, shareholders, entrepreneurs, private investors, and corporate groups seeking to acquire or divest businesses in Europe and North Africa.
In which countries does Actoria operate?
Actoria has local teams in Switzerland, France, Belgium, Luxembourg, Morocco and Tunisia, and manages cross-border deals across Europe, Africa and the Middle East through an international buyer network.
How many potential buyers are in Actoria’s network?
Our proprietary network includes more than 6,500 qualified industrial buyers, strategic acquirers and financial investors, allowing us to match sellers with high-quality counterparties.
Does Actoria support confidential business sales?
Yes. Confidentiality is fundamental to our process. All discussions, documentation and buyer approaches are handled discreetly to protect the interests of the seller and the business.
What industries does Actoria cover?
We advise companies across multiple sectors, including industrial production, manufacturing, services, IT and digital, healthcare, logistics and distribution, construction, and specialized B2B services.
What is the typical size of businesses Actoria represents?
We primarily advise SMEs with revenues generally ranging from CHF/EUR 2 million to 100 million, depending on jurisdiction and market.
How does Actoria determine the value of a business?
We perform detailed financial and strategic analysis using multiple valuation methods, including discounted cash flows, market multiples, asset-based methods, and sector benchmarking.
How long does a business sale process take?
A standard transaction typically takes 6 to 12 months depending on market conditions, buyer interest, company complexity and diligence requirements.
Why choose Actoria as an M&A advisor?
With over 20 years of experience, a senior advisory team, a structured methodology, and an extensive network of qualified buyers, Actoria delivers independent advice, tailored execution and strong transaction results for SME owners.
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They trust us
Actoria has swiftly identified the inefficiencies in our company’s processes, proposed optimizations, and implemented them effectively. Furthermore, Actoria has provided outstanding support throughout all stages of our company’s transfer to a group within our industry. This includes preparing our company, identifying potential buyer partners, and negotiating up to the point of the partner’s capital entry. Actoria delivered expert negotiation skills and secured a valuable partner for us.
We were quite anxious to find a solution, as my health was deteriorating rapidly. Actoria’s consultant played a crucial role in the successful completion of my company’s sale. Their involvement was essential in executing this delicate project, as it impacted our daily operations. This project, which was close to my heart and increasingly necessary, was made possible thanks to the decisive momentum provided by Actoria.
First, Actoria conducted a thorough assessment of our company’s strengths and weaknesses, and then suggested incorporating these insights into our management approach to enhance our company’s value. Actoria led this project alongside my entire management team, enabling the involvement of all key personnel, and swiftly implementing a solution that allowed an investor to enter our capital. This was complemented by the inclusion of some of my company’s executives and a bank.
I couldn’t be happier with the result, but I am especially pleased with my decision to work with Actoria. The success of this mission was the direct result of Actoria’s hard work and sophisticated professionalism on my business. From our first meeting through the reasonable preparation process, all phases of the transfer, legal and financial operations were managed by the Actoria team. Their skills were even more evident when the complexities of this transaction were at its peak.
Hiring Actoria made the difference to achieve my original goal and move on to my next professional challenge. Selling a company like AMR in this market has not been an easy task. Actoria has demonstrated perseverance in identifying good buyers with knowledge of my industry in order to continue the development of my business, and has provided professional advice throughout the process.
The company’s sales process was a lengthy and challenging journey. The professional support from Actoria made this endeavor much more manageable. I would like to extend special thanks to the consultants from Switzerland and France for their highly effective collaboration. Your consultants proposed creative solutions during the negotiations, which effectively overcame significant obstacles in order to finalize the agreement. Their experience, knowledge, and professionalism played a crucial role in the success of this transaction.