How Nexown kept succession deals on one current pack

When Nexown’s deal team reached out, they were not looking for another shared drive. They needed one place where leadership could trust the same materials on a live Nachfolge mandate, from first analysis to closing, without confidential seller intent spilling into the wrong inbox.

Bringing owners and successors to one table

Nexown Nachfolgezentrum AG specialises in selling Swiss SMEs. From offices in Zürich and Bern, the team accompanies owners through succession: valuation, buyer matching, and a structured process designed around confidentiality. Their focus industries, IT and software, crafts and production, and trade, mean every mandate looks different, but the stakes are the same: a Lebenswerk on the table, and buyers ranging from private individuals to strategic groups and holding companies across Switzerland and the EU.

The challenge

Deal reviews multiplied versions. Teaser packs, NDAs, financial snapshots, and buyer shortlists travelled by email between Zurich and Bern. Advisors asked which PDF was current before a call with a seller. Follow-ups after internal decision meetings, who contacts which candidate, which document goes out next, lived in side notes and chat threads. For a firm whose brand is Vertraulichkeit, the operating system behind the mandates felt anything but locked down.

What changed

Nexown moved deal-review materials into one current pack in Konsaro. Leadership opened the same link before every mandate meeting. Updates landed without a resend storm. Agenda owners were visible going in; decisions and next steps stayed on the record going out. Whether the file was a software KMU in Deutschschweiz or a production business headed toward a strategic buyer, the team worked from one spine of preparation, debate, and follow-through.

Speed without losing discretion

Nobody reconstructs the pack from scratch before a deal review any more: it is prepared once and updated in place. That leaves more of the meeting for substance, fit of a successor, valuation realism, integration risk after closing, and less for “which version are we looking at?” After adjournment, owners of next steps are on the record, so advisors can move with sellers and serious buyers without waiting for a clarifying forward from the last email chain.

A process that matches the promise

Nexown’s public promise is personal, responsible, and trusted accompaniment from first conversation to closing. Konsaro made the internal decision rhythm match that promise: one clear home for materials, fewer moving parts, and a board-and-deal cadence that protects Lebenswerke the same way the advisory process does.