01
Analysis & valuation
Where does your company stand — and what is it worth? The basis for every succession decision.
- Situation analysis
- Business valuation
- Making the company ready for sale
Succession planning & M&A
Business succession & M&A with skill.
Get the future right. A generational change is one of the greatest challenges for a company — it is not only about material and financial factors, but also about a great deal of emotion. We support you from the first assessment until after the deal is closed.
Valuationsound business valuation
M&Aviewed holistically
9steps to the handover
1946Experience since
A life's work deserves a careful handover.
Whether within the family, to employees or to external buyers: a succession needs time, trust and a clear structure. We keep an eye on the figures, the contracts and the people.
In M&A transactions we advise you holistically, taking into account your economic and tax situation — such as continued employment in the sold company, effects on social security, children, inheritance and marriage.
Service areas
Everything a handover needs.
02
Business plan & financing
Convincing documents for buyers, banks and investors.
- Business plans & company profiles
- Sales documents
- Financing plans
03
Negotiation & contracts
We represent your interests — from the first meeting to the signature.
- Buyer search
- Negotiations & price setting
- Share purchase agreements
04
Family & estate
Succession in line with your personal and family situation.
- Representation in the succession process
- Executorship & estate representation
- Follow-up: retirement, will, financial plan
M&A
Viewed holistically.
01
Continued employment in the sold company
02
Effects on social security
03
Tax optimisation of the sale
04
Children, inheritance and marriage
Process
From decision to handover.
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01
Preparation
Business plan, valuation and sales documents — we make your company ready for sale.
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02
Buyer search
Discreet and targeted: within the family, the management or among external parties.
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03
Negotiation
Price, terms and contracts — we negotiate with you and on your behalf.
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04
Closing & beyond
Closing and follow-up support: new employment, retirement, will and financial plan.
At a glance
Our services.
Support with the situation analysisBusiness valuationBusiness plans and company profilesAdvice on financing plansDrafting and advice on share purchase agreementsSupport in negotiations and price settingRepresentation in the succession processExecutorships and representation in estatesM&A: Making the company ready for saleM&A: Sales documents and buyer searchM&A: Follow-up support (new employment, retirement, will, financial plan)
Your contacts
Succession. Confidential.
Succession is a matter of trust. You speak directly with experienced partners — discreetly and personally.
Christian Nussbaumer
Certified Fiduciary Expert · Partner · Chairman of the Board
Stefan Djukić
Certified Expert in Accounting & Controlling · Partner · CFO
FAQ
Good to know.
When should I start succession planning?
As early as possible — ideally three to five years before the planned handover. That leaves time to prepare the company optimally, find the right solution and make use of tax planning options.
How is the value of my company determined?
Depending on the company, different methods are used — often a combination of earnings value and net asset value, or a discounted cash flow valuation. We prepare a comprehensible valuation as the basis for price negotiations.
Will the sale remain confidential?
Yes. Interested parties first receive an anonymised short profile; confidential information is only shared after a non-disclosure agreement has been signed. Employees, clients and suppliers are only informed when you decide.
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