Succession planning

Succession Planning constitutes an exceptional challenge for every company - and for the entrepreneur in particular. It should be taken at hand at an early stage and be planned in a circumspect and conscientious manner. Psychological, entrepreneurial, financial, legal and fiscal aspects need to be considered. Our employees have broad experience in the field and are able to accompany and competently assist you through this milestone in your company’s history, especially with advice in the following fields:

& Planning of exit scenarios as well as coaching concerning retirement preparation
& Analysing and optimizing the entrepreneur’s financial planning
& Adjusting the inheritance and matrimonial property law situation to current needs
& Optimizing the company’s as well as the owner’s fiscal situation
& Execution of business valuation, assistance with purchase price formation as well as sales negotiations
& Assistance in finding a suitable successor or buyer
& Business analysis and identification of adjustment needs with regards to the business handover (appropriate legal form, legacies, hidden reserves, non-operating capital etc.)
& Analysing and optimising the company’s fiscal situation
& Drafting different succession scenarios „family“, „MBO“, „third-party sale“ and assistance in evaluating a   suitable solution
& Coaching the successor in preparation to his future role as an entrepreneur
& Consultancy services to the successor or buyer with regards to financing issues.

Our designated experts accompany and assist you in clarifying these issues - in co-operation with our network partners.