Complex challenges require customised solutions. We provide you with forward-looking and practical support.
Asset & company succession
Succession is a matter of trust – and one of the most important decisions for entrepreneurs and family businesses. Whether business transfers, private wealth planning or tax optimisation: we develop individual concepts for a smooth handover. Our team accompanies you step by step and ensures that economic, tax and personal aspects are given equal consideration.
Company sale for the organisation of an external company succession
An external succession solution secures the future of your life’s work if there is no successor within the family. Structured preparation is essential, as the course for a successful transaction is set right from the start. Our M&A advisors will help you find the best possible buyer and negotiate fair conditions. Discretion, market knowledge and negotiating skills are crucial for success.
Once the decision has been made to organise a succession through a sale to a third party, a structured sales process is the best way to successfully conclude a transaction.
With the help of a confidential and targeted approach to prospective buyers identified in advance, we create a controlled competitive situation. After signing a confidentiality agreement, the prospective buyers receive an information memorandum summarising the company, its products and its environment. It contains all information on the financial situation in recent years, supplemented by a sales plan (income statement, balance sheet, cash flow statement).
In the current transaction, all interested parties receive the same information as the basis for their non-binding offer. The seller can assess the purchase price achievable on the market by receiving the non-binding offers at the same time. As consultants, we take over the structuring of such an approach and thus increase the chances of success.
Prospective buyers with attractive offers are given the opportunity to hold personal discussions with the seller and carry out due diligence. If the offer is confirmed after the due diligence and a “commercial agreement” is reached, this must be converted into a purchase agreement.
Balancing anticipated succession
The transfer of assets during one’s lifetime to the next generation requires a balancing act between the desire to minimise inheritance tax on the one hand and the need to provide for one’s own needs on the other. In this case, it is regularly necessary to transfer assets already, but to reserve the income – at least in part.
Transferring property assets to the next generation in a tax-optimised manner
Property plays a central role in asset succession. Whether a gift, inheritance or sale – we develop tailor-made concepts to minimise tax burdens and transfer assets in the best possible way. With our interdisciplinary advice, we ensure that your property assets are organised in a legally secure manner and safeguarded in the long term.
Organising inheritance tax in a targeted manner & reducing tax burdens
The minimisation of inheritance tax is regularly a declared objective in the planned structuring of an estate succession. This begins with a tax-optimised will. A marital property regime can also help to reduce the inheritance tax burden by levelling the difference in assets between the spouses, which often results in a reduction in the applicable inheritance tax rate.
Entrepreneur's will & estate planning
A well-thought-out business will ensures that your company is managed in an organised manner and without legal uncertainties in the event of inheritance. We advise on optimal succession arrangements, tax structuring options and legal safeguards. In this way, you protect your company and your family from conflicts and financial burdens.
Holding structures & family pool as an instrument for succession planning
Holding structures have a number of tax advantages. Firstly, they represent a suitable exit structure in the event that there are no suitable successors and the family business is to be sold. In addition, in the opposite case, they allow the next generation to participate successively, utilising inheritance tax allowances, without the outgoing generation having to relinquish its influence.
Using a family foundation in the context of succession planning
The family foundation is a tried and tested instrument for preserving assets over generations and protecting them from fragmentation or outside influence. We assist you with the establishment, legal structuring and tax optimisation of your foundation – individually tailored to your values and long-term goals.
Your contact person
Oliver Warneboldt
Auditor, tax consultant, managing director
Dr Torsten Neumann
Lawyer and notary
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