Business Succession
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After years of active entrepreneurship, one fundamental question eventually arises: Who will take over the business? Structuring a business succession is not only a complex legal and tax-related project – it is also an emotional challenge.
Insufficient or delayed planning may lead to tax disadvantages, financial uncertainty, or even conflicts within the company or the family. To ensure continuity and long-term stability, succession planning must start early and follow a thoughtful, structured approach.
Tailored Succession Plans with Tax-Optimized Structuring
We support you in developing a clear and tax-efficient succession process. Our goal is to enable a smooth handover of your business to the next generation or to a suitable successor – taking into account all legal, tax, and economic aspects. Alongside tax considerations, we make sure that your personal financial security is maintained.
Our Services in Detail
- Review of legal and tax framework conditions
- Assessment of the tax implications of various succession options
- Identification of structuring options and tax elections to optimize the transfer
- Tax-optimized transfer of the business to family members or external successors
- Selection of the appropriate legal form to avoid unnecessary tax burdens
- Utilization of allowances and structuring models to minimize inheritance and gift tax
- Drafting of shareholder agreements and wills to legally secure the succession plan
- Ensuring the financial security of the current business owner
- End-to-end support throughout the transfer process, including coordination with all stakeholders
Your Benefits
- Legally compliant and tax-optimized succession planning: Avoidance of unnecessary tax burdens and legal protection of the business transfer
- Sustainable business continuity: Smooth transition and long-term stability of your company
- Customized structuring: Succession solutions tailored to your personal and entrepreneurial situation
- Holistic advice: Interdisciplinary support from experienced tax advisors, attorneys, and auditors
