Factsheet for measure
SI-2019-1/2693
– measures in Slovenia
National Ownership Transfer Point
Nacionalna točka za prenos lastništva
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:
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the preparation of the company for the transfer of ownership,
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the implementation of the transfer of ownership (sale of the company, transfer to a family member or internal purchase),
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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 2023, the agency and its partner organizations organized 20 workshops for 184 entrepreneurs and 17 lectures for 374 attendees to raise awareness about the importance of timely and adequate preparation for the transfer of ownership. Two certified consultants from the National Transfer Point conducted 130 advisory interviews, 106 mid-term interviews, and 140 final desk reviews for the transfer of ownership in family-owned businesses.
Since 2019, over 350 business owners have participated in the ownership transfer process. Out of all the business owners who underwent an advisory interview during this time, 177 have also used the support ("transfer voucher").
In December 2021, the European Transeo meeting recognized NOTP as one of the good European practices
Target groups
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Workers
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Businesses
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Citizens
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Does not apply to workers
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Applies to all businesses
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Does not apply to citizens
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Actors and funding
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Actors
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Funding
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National government
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European Funds
National funds
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Social partners
Social partners' role in
designing the measure
and form of involvement:
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Trade unions
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Employers' organisations
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Role
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Unknown
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Unknown
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Form
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Not applicable
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Not applicable
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Social partners' role in the
implementation, monitoring and assessment phase:
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Unknown
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Main level of involvement: Unknown
Involvement
Unknown
Views and reactions
Unknown
Sources
