SME Transition

The SME Transition programme focuses on the essential insights you need to achieve a smooth transfer or sale of your company. 

Each module finishes with specific assignments to apply to your own company. There are five modules that take you on a step-by-step journey – and an optional sixth module that covers family business transfers and sales. You’ll learn from guest speakers who’ve been through the journey themselves – and you’ll share experiences with fellow participants.

By the end of the programme, you’ll have a well-developed transition plan – which you’ll present to a panel of lawyers, advisors, bankers and Vlerick professors. 

Module 1: Taking the first steps

• Explore whether to opt for a family transfer or sale
• Discover whether a partial sale or phased exit could be an option
• Understand the state of the M&A market – and how to find a buyer
• Develop a practical step-by-step plan – and know how investors view your company
• Delve into getting the most from professional guidance
• Discover how to raise the value of your company

Module 2: What is your company worth? 

• Understand the price you can realistically expect
• Explore alternative valuation methods
• Know the pitfalls to avoid
• Discover how to get the highest price

Module 3 – Leadership and transition

• Know what it takes to lead in a transition phase
• Understand the role of an external manager in facilitating a transfer
• Discover how to work with advisors

Module 4: Mastering negotiations

• Explore how to achieve a win-win situation
• Discover the negotiation techniques you’ll need to achieve it
• Understand how to win the buyer’s trust
• Know how to avoid family conflicts

Module 5: Optional – Family transfer and sale

• Understand how to avoid conflict
• Discover how to set up family governance structures
• Define who will take on which role
• Explore private equity as an option
• Know who you’ll sell your company to – and why
• Get to grips with succession and estate planning – as well as the tax implications of family transfer
• Explore long-term wealth management 

Module 6: Get expert feedback on your plan

• Present your plan to a panel of lawyers, advisors, bankers and Vlerick professors
• Use their advice to finesse your approach
• Finish the programme with a concrete plan and a thorough understanding of how to succeed

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• Know the right questions to ask – and understand all the approaches you could take 
• Identify the right buyer – and calculate the value of your company 
• Draw up a clear step-by-step plan  
• Know how to guide your external advisors  
• Negotiate with confidence 
• Avoid conflicts in family business transfers and sales 
• Understand how to manage your assets post-sale

• SME owners looking to transfer or sell their company – either in the long or short term
• Family business owners who want to prepare for succession – or the next step