Strategy consultancy for business succession and wealth succession

The process of business or asset succession begins with the fundamental ideas and aspirations of both the succeeding and the transferring generations. Even at this stage, it can be wise to seek sound legal advice in order to assess the legal feasibility of your plans in advance. The advantage of working with us is that we are well-versed in all relevant areas of law – and our expertise ensures your plans are optimally supported.

Given the complexity of the German legal system and the multitude of interlinked areas of law, a smooth handover always requires thorough preparation in all respects. Often, the initial legal consultation alone reveals key factors that shape the framework for further consideration.

Tax-efficient business succession, in particular, requires strategic preparation and planning. If the necessary steps, tailored to individual circumstances, are initiated and implemented in good time, this generally results in a significantly smoother, more secure and more tax-efficient succession process.

Preliminary strategic considerations regarding the handover

Particularly in the case of commercial enterprises with substantial assets, the earlier and more thoroughly the preliminary planning for the handover begins, the more can be achieved. For the generation handing over the business, we strive to strike the best possible balance between optimal tax planning AND the realisation of their business objectives and individual wishes – for example, through a change in the use of business assets, targeted amendments to the articles of association, usufruct and gift arrangements, right through to company restructurings and start-ups.

Regular review of the chosen strategy is essential throughout the entire process in order to be able to respond at any time to changing individual expectations and the current legal situation.