Succession and sale / Question 7
For asset managers: succession clients.
For an entrepreneur client, the sale proceeds arrive at the end of a process that often takes five to ten years. The manager who is present through those years is the one the client calls when the money arrives.
Fictional client records · No sign-in
01 / The timeline
Years before the liquidity event.
A handover within the family can take ten years or more; to employees, about five years on average. Owners who try the family, then a management buyout, then an outside buyer often sell eight to ten years after they started. (UBS Succession Study 2026)
UBS says its own specialists usually work with owners from five to ten years before the handover. (UBS Succession Study 2026)
Try the sample morning review02 / The client
Founders, new to a handover.
Around 80% of owners founded their company and have little experience of a handover, and only 28% said they would bring in outside specialists, mainly because of the cost. (UBS Succession Study 2026)
Before the sale, the questions are about private wealth outside the company and the dates that matter. After it, a larger and often more concentrated book arrives at once.
Try the sample morning review03 / The review
Know which client needs you, and why.
Antevo Mandates is a morning review for independent asset managers, family offices and wealth teams, with client context and supporting evidence ready for your assessment. Read a position against its mandate and explore historical and hypothetical portfolio scenarios. Your firm makes the assessment.
It begins with a focused pilot on a selected set of mandates; scope and terms are agreed with your firm.
Try the sample morning review04 / In Antevo
Try the sample morning review.
Three fictional relationships and three reasons to look closer: a single-issuer concentration, a geographical exposure and a credit facility reset. All figures and records are illustrative.
Try the sample morning reviewSources
Where this comes from.
The study behind the figures and the primary sources for every legal point. Intelligence, not advice: nothing here is legal, tax, estate or investment advice, and your lawyer, notary or tax specialist confirms anything a decision rests on.