SUCCESSION ADVISORY

Your life’s work deserves
a successor who
carries it forward.

More than half of German Mittelstand companies face a handover in the coming years – most of them without a clear plan. We support you in a structured, confidential way and without time pressure: from the first orientation meeting through to the handover.

Free Succession Check →

THE MITTELSTAND SITUATION

57%
of owners are 55+
26%
have found a successor so far
27%
are considering closure
3–5
years of lead time needed

Source: KfW Succession Monitoring 2025

THE ROADMAP

Five phases. Click through
your process.

SUCCESSION COCKPIT · LIVE OVERVIEW
01 / 05

Modular or as a complete process. You decide where to start.

013–5 YEARS BEFORE

Succession Check

Is your company ready for handover?

We analyse your starting point and the areas requiring action, and provide a first assessment of timeline, value indication and realistic options. The result is a clear status – not a pitch.

DELIVERABLE

Status Report

PHASE

1 of 5

TIME TO CLOSING

~36 mo.

WHAT SETS US APART

NORDVISORY vs. traditional M&A advisory.

PRINCIPLE
NORDVISORY
TRADITIONAL
Personal support
✓Partners from first meeting to closing
–Changing junior teams
Timing
✓3–5 years’ lead time, without pressure
–Only once the deal is in sight
Confidentiality
✓Anonymised short profile, NDA as standard
–Broad market outreach
Fee model
✓Individually tailored
–Mainly success-based
Focus
✓Life’s work and the right successor
–Maximising the purchase price

PRINCIPLE 01

Personal.

No pitch team that disappears after the first meeting.

PRINCIPLE 02

In good time.

Ideally 3–5 years before the handover date.

PRINCIPLE 03

Confidential.

Nothing leaves the room – until you want it to.

FREQUENTLY ASKED

What owners most often ask.

Ideally 3–5 years before the planned handover date. Early planning gives you room to manoeuvre and significantly strengthens your negotiating position.

INITIAL MEETING

60 minutes that clarify a lot.

Confidential, free of charge, without obligation. We listen, put things into perspective and tell you honestly whether now is the right time.

Or take the free Succession Check →
WHAT TO EXPECT
  • 01
    Listen & understandYour situation, your goals, your time horizon.
  • 02
    Put into perspectiveAn honest assessment – without sales pressure.
  • 03
    OutlineA first indication of value, buyer universe and process.
  • 04
    DecideYou decide, at your own pace, whether and when to proceed.
60 minutesConfidentialWithout obligation