Why is early succession planning key?
Well-planned succession is key for the future of your business, your employees, and your personal financial security. There are numerous benefits to starting to tackle succession early and in a structured manner:
- Seamless transition: Ensuring ongoing operations with no interruptions.
- Value maximization: Optimizing the business value for a sale, handover, or internal succession.
- Personal insurance: Clear planning of your financial situation following the handover.
- Emotional relief: A structured process minimizes uncertainty and the likelihood of conflicts.
Our services in succession planning
1. Analysis of current situation:
We examine your business and personal situation to gain an in-depth understanding of your starting situation:
- Company valuation
- Identification of potential successors (family members, employees, or external buyers)
- Assessing the legal and fiscal framework conditions
2. Development of a customized succession strategy:
Together with you, we develop a strategy that takes into account your objectives and requirements:
- Company sale
- Handover within the family
- Management buyout (MBO) or management buy-in (MBI)
- Partial handover or gradual investment
3. Tax and legal optimization:
We show you ways to minimize taxes and avoid legal pitfalls:
- Tax-optimized design of transfer
- Clarification of inheritance or gift-related questions
- Design of contract for a sale or transfer
4. Guidance throughout the entire process:
We provide guidance throughout the entire succession process:
- Preparation and implementation of handover
- Negotiations with potential buyers or successors
- Integration and coaching of the new management
Your benefits at a glance
- Protecting the company value: Maximizing the economic and emotional return of your life's work.
- Clarity and structure: A well-thought-out plan creates clarity for yourself, your family, and your employees.
- Easing of tax burden: We orchestrate the process in a way that your tax burden is minimized.
- Long-term stability: Our strategies ensure continuity for your business.
Why partner with us?
- Experience and expertise: Our advisors have years of experience in succession planning of companies of all sizes.
- Independence: We are neutral and advise you with your interests in mind.
- Holistic approach: Our solutions take into account both business as well as personal aspects.
Contact us for your succession planning
Design the future of your business actively and ensure that your life's work remains in good hands. We guide you with tailor-made solutions and in-depth expertise.
