01
Take stock
A full picture of the proceeds, earn-outs, escrows, retained stakes, tax position and obligations still running from the transaction.
After a sale
After the sale, the next set of decisions.
A signed exit turns a company into capital. We mobilise within days and work alongside founders and shareholders as they decide what that capital becomes.
The first months matter most.
Proceeds often arrive in one transfer, with banks, managers and product providers calling the same week. Decisions taken in that period — where the money sits, in which structure, under whose oversight — are expensive to undo. We give you a clear picture and a plan before anything is committed.
How we work alongside you
Four steps, at your pace.
02
Set the structure
Holding company or personal ownership, jurisdiction, and the family dimension — designed with your tax advisers and lawyers.
03
Choose the partners
A shortlist of banks and managers, a clear brief for each, and a comparison of terms, fees and fit.
04
Govern the capital
An investment policy, a reporting rhythm, and an investment committee or advisory seat where it helps you decide.
Why The Reference Group
Operators at your side within days.
Operator’s judgement
Advice from people who have run businesses, sat on boards and carried the consequences of both.
Network and reach
Swiss-anchored and working across Europe and the Gulf in English, French and Arabic, with a network of capital, counterparties and specialists opened when it is useful.
Rapid mobilisation
When a sale closes or circumstances change, we are at the table within days.
Discreet
Client names stay confidential. Most of our work arrives by referral.
Questions
Frequently asked.
What should I do in the first weeks after selling my company?
Keep the proceeds in a simple, safe position, avoid long commitments, and build a complete picture of your tax position, remaining obligations under the sale agreement, and your family’s needs. Structure and investment choices follow from that picture.
Do I need a holding company after an exit?
It depends on your residence, the size and use of the proceeds, reinvestment plans and succession. A holding company suits some situations well and adds cost and substance requirements in others. We assess it with your tax advisers.
How do I protect the proceeds of the sale?
Keep them simple and liquid while the full picture is built, hold them with institutions you have chosen, and agree an investment policy and governance before any long commitment.
How quickly can you start?
We mobilise within days of a first conversation.
Do you work alongside my existing lawyers and advisers?
Yes. We coordinate with your lawyers, tax advisers and banks and keep every party working to the same plan.
Where do you work?
From Geneva, across Switzerland and Europe, and in the UAE and the wider GCC with our partners in Abu Dhabi and Dubai.
Related situations
After a change in the family
A divorce, a bereavement or a change in the family can leave one person responsible for assets someone else used to handle. We mobilise within days and stay alongside you for as long as you need.
Read more →New to significant wealth
An inheritance, a liquidity event or a large payout brings choices most people have never had to make. We mobilise within days and work at your side while you learn the ground.
Read more →Start here
Tell us the situation.
A first conversation costs you nothing and commits you to nothing. It is also the fastest way to find out whether an independent view would change your decision.
If it would not, we will say so.
Or write directly:
info@thereference.group