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Business Succession

If sustainable measures for succession are not taken in a timely manner, the entire company is often at stake when the current management departs. We provide expert advice.

Business Succession as a Risk Factor.

In Bavaria alone, approximately 12,000 companies with around 100,000 employees annually face the challenge of how to effectively manage business succession. When succession conditions are unclear, a great deal is at stake.

In addition to intra-family business succession through gifts or inheritance and the sale of the company to investors or employees, numerous other forms of business succession can be distinguished. These different options present various opportunities and risks for both owners and successors. Below, we will outline just a few:

  • Inheritance (will, inheritance contract, statutory succession) and Gift
  • Sale of the entire company or shares to external investors or employees
  • Leasing of the Company
  • Conversion into a non-listed stock corporation

We provide comprehensive advice with appropriate foresight regarding the opportunities and risks of business succession, ensuring the successful operation of your company for the future.

Our Services.

Successful business succession can only be achieved through a collaborative partnership between owners and business successors; otherwise, the company will typically suffer adverse consequences. With our services, we cater to both parties and guide them through the entire business succession process:

  • Tailored advice regarding the various succession options
  • Selection of suitable companies for entrepreneurs
  • Selection of suitable investors for a sale
  • Assessment of company value and acquisition risks
  • Consideration of funding opportunities and tax aspects in business succession
  • Advice regarding possible financing concepts
  • Guidance throughout the entire transition process

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