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Succession planning for SMEs

Successful company succession requires planning, strategy and a sure instinct. Whether it’s a transfer within the family, a management buy-out or a sale to a third party – we support you in every phase.

Our succession planning advice supports you in setting the right course for a successful company handover at an early stage. From the in-depth analysis of possible options and the development of a tailor-made succession plan through to smooth implementation, our experts will provide you with competent support. With our many years of experience, we support SMEs and start-ups in structuring company succession securely, efficiently and sustainably.

Offer

Our offer in the area Succession planning for SMEs is

  • Detailed analysis of possible successor variants:
    • Intra-family succession
    • Management buy-out (MBO)
    • Sale to third parties
  • Clarification of the legal situation (property, inheritance and pension law aspects)
  • Creation and evaluation of succession scenarios
  • Support with fundamental decisions and scheduling
  • Company valuation using various methods (DCF, EVA, multiple, Praktiker method)
  • Financial and tax optimization for the handover process
  • Finding suitable buyers or successors
  • Development of sales readiness measures
  • Negotiation and drafting of purchase and shareholders’ agreements
  • Financing advice for buyers and sellers
  • Handover of management responsibility and transfer of ownership
  • Ensuring a smooth transition
  • Support after successful company transfer
  • Support with the integration of the successor or buyer
  • Long-term advice to ensure the success of the company
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