Succession Planning
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After a busy life heading a company, the critical question that will arise sooner or later is that of who will take on and successfully manage the company in the future? Company succession is a highly complex process – from both a tax and legal perspective as well as on a personal level.
Common challenges confronting companies include:
- Lack of early stage planning, which can threaten the company’s survival
- Tax and legal risks on handover
- Uncertainty when deciding between a family member or external successor
- Financial security of the outgoing head of the company
- Emotional and organisational challenges for all those involved
Succession Planning by Auren
Our experts offer you step-by-step assistance in designing a customized succession plan. We arrange a tax-optimized and legally compliant handover that takes into account both your financial interests and the future viability of the company.
With an extensive analysis of the structure of your company and assets, we identify possible courses of action at an early stage and develop a viable strategy. Our interdisciplinary team comprising tax advisors, lawyers and auditors provides comprehensive support to minimize risks and ensure the handover process runs smoothly.
Our Services in Detail
- Developing an individual succession plan
- Evaluating options for a family member or external successor
- Securing financial and strategic goals
- Tax-optimized succession design
- Audit and alignment of the company’s structure
- Legally compliant contract design and testament planning
- Moderating and supporting negotiations
- Structuring management buy-out (MBO) and management buy-in (MBI)
- Advice on inheritance tax and gift tax
- Supporting the successor in the induction phase
- Optimizing the new company structure
- Providing ongoing tax and legal advice
Your Benefits
- Customized succession solutions for the company’s long-term continuation
- Reduction in tax burdens through forward planning
- Legally compliant design to avoid arguments
- Holistic advice from interdisciplinary experts
- Structured and efficient handover processes
