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Online services – AccèsD, AccèsD Affaires, online brokerage, full service brokerage.

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Step 1 - Assessment of the current situation

This step helps you assess your personal, economic, family and socio-economic situation.

Objectives and actions

This step:

  • gives you a clear and appropriate understanding of the elements to consider to guarantee a successful transfer
  • informs you of the steps and actions inherent in the transfer process
  • helps you ensure your project is safe and stable
  • gives you the necessary information to make key future decisions as the project progresses
  • helps you determine the next steps to take in the project

The Mon bilan d'actifs (Asset Balance Sheet) tool helps you effectively carry out your project. The tool includes a series of statements covering all the activities related to the business transfer process. Your answers will help our advisors define your guidance needs and answer your questions.

The next step
See Useful links.