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Factsheet for measure SI-2019-1/2693 – measures in Slovenia

National Ownership Transfer Point

Nacionalna točka za prenos lastništva

Country Slovenia , applies nationwide
Time period Open ended, started on 01 January 2019
Context Restructuring Support Instruments
Type Legislations or other statutory regulations
Category Supporting businesses to stay afloat
– Access to finance
Author Maja Breznik (University of Ljubljana) and Eurofound
Measure added 23 June 2022 (updated 08 November 2022)

Background information

The Slovenian Business Development Agency SPIRIT Slovenia, a public agency, established a National Ownership Transfer Point in 2019. The purpose of the programme is to raise awareness of the importance of timely preparation for the transfer of ownership and to encourage entrepreneurs to prepare carefully for the transfer of ownership.

Content of measure

The programme offers expert advice to entrepreneurs about challenges of transfer of ownership and guidance on how to obtain an incentive - 'transfer voucher'. 

Based on the consultative interview, the entrepreneur receives a certificate from the agency, which is attached to the transfer voucher. An entrepreneur may obtain a voucher for a set of activities related to:

  • the preparation of the company for the transfer of ownership,
  • the implementation of the transfer of ownership (sale of the company, transfer to a family member or internal purchase),
  • training for family business acquirers.

Applicants may apply for a transfer voucher in one of the three measures mentioned above but only for projects determined in the consultative interview. One can receive support from €500 to €3000 for an individual activity, but a maximum of €9000 for all three activities together. The Agency keeps a register of external experts for entrepreneurs to contact when applying for a transfer voucher. When carrying out activities and producing documents relevant to the preparation or implementation of a transfer of ownership under a transfer voucher, both the entrepreneur and the consultant are obliged to comply with the  minimum requirements  for the preparation of documentation for the transfer of ownership.

Use of measure

In 2021, the agency and its partner organisations prepared 20 workshops for 183 entrepreneurs to raise awareness of the importance of timely and adequate preparation for the transfer of ownership. The staff did 150 initial diagnostic counselling interviews for the transfer of ownership, mostly with entrepreneurs from family-owned businesses. About 120 interviewees have expressed their intention to apply for further support (‘transfer voucher’). In the follow-up evaluation, certified consultants reviewed 23 recipients of the transfer voucher.

The agency conducted an interim evaluation of the National Ownership Transfer Point (NOTP). It confirmed the positive impact of activities in the field of ownership transfer. In December 2021, the European Transeo meeting presented NOTP as one of the good European practices.

Target groups

Workers Businesses Citizens
Does not apply to workers Applies to all businesses Does not apply to citizens

Actors and funding

Actors Funding
National government
European Funds
National funds

Social partners

Social partners' role in designing the measure and form of involvement:

Trade unions Employers' organisations
Role Unknown Unknown
Form Not applicable Not applicable

Social partners' role in the implementation, monitoring and assessment phase:

  • Unknown
  • Main level of involvement: Unknown

Involvement

Unknown

Views and reactions

Unknown

Sources

Citation

Eurofound (2022), National Ownership Transfer Point, measure SI-2019-1/2693 (measures in Slovenia), EU PolicyWatch, Dublin, https://static.eurofound.europa.eu/covid19db/cases/SI-2019-1_2693.html

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Disclaimer: This information has not been subject to the full Eurofound evaluation, editorial and publication process.