Business succession
Tax consulting on business succession
Business succession is more than just a tax transaction. It involves assets, responsibility, family, employees, and the future of the company.
We assist entrepreneurs with the tax planning of family-internal transfers, sales, management buyouts or gradual transfers of company shares.
In doing so, we examine the tax consequences for transferors and successors, in particular with regard to income tax, inheritance tax, gift tax and the valuation of business assets.
An important point is early structuring: legal form, shareholdings, real estate, hidden reserves and private wealth planning should be considered together.
Our goal is a succession plan that is prepared in a tax-compliant manner and is economically suitable for the situation of both the entrepreneur and the successor.
01
- Getting to know each other & clarifying needs
In an initial consultation, we will understand your situation, your goals, and any questions you may have. Afterwards, you will know if and how we can best support you.
02
- Submit documents in a structured manner
You send us the relevant documents digitally. We check what is already available and what information is still missing for proper processing.
03
- Start collaboration
We set up ongoing support and handle the tax processing — clearly, digitally and tailored to your requirements.
Let's talk about your mandate.
Briefly describe your situation to us — we will get
back to you quickly and easily.