Our Process for Your Succession

Step 01

We analyse your starting point – goals, timeline, family situation and realistic succession options. First, we listen: What drives you? What are your expectations for the time after the handover? On this basis, we develop a clear picture of your options – without time pressure and in absolute confidentiality.

Step 02

We look at your company through the eyes of a buyer: dependencies, customer relationships, margins and value drivers. Where are the strengths that increase value? Where are risks a buyer would immediately recognise? This honest assessment forms the basis for a realistic valuation and a compelling market positioning.

Step 03

Corporate law structures, legacy tax issues – we identify topics early and support the implementation. Often, targeted preparation can achieve significant value increases: whether through cleaning up ownership structures, optimising contracts or preparing clean due diligence documentation.

Step 04

A concrete action plan: What needs to happen in 6, 12 and 24 months? When is the right time for a sale process? Together we define milestones, responsibilities and decision points – so you always know where you stand and what comes next. This way you retain control over the entire process.