Succession Advisory – professional M&A advisory
Professional support for business succession – family or external.
Professional support
In every phase of the process
Advisory from the first analysis to successful closing – confidential, structured and with an eye for the right partners.
Targeted approach
Find the right counterpart
Whether strategic buyer or investor: Identification and contact of suitable candidates from network and the relevant market.
Documentation & preparation
Sale or investment ready
Professional preparation of materials and acceleration of the transaction process.
Succession Advisory – what is it about?
Business succession is one of the most important decisions in a company's lifecycle. Whether family-internal or external – structured planning and professional support are decisive for success.
Support for owners and potential successors in clarifying the framework, company valuation and finding suitable solutions. Succession can be designed as sale to family, employees or external buyers.
What does succession advisory include?
Strategic planning: Analysis of the current situation, timeline and clarification of objectives of owner and successors. This includes whether an internal or external solution is aimed for.
Valuation and structuring: A realistic company valuation forms the basis. Support in designing handover models – e.g. stepwise transfer, management buy-out or sale to strategic buyers.
Succession approach
Succession advisory requires sensitivity and confidentiality. Respectful work with all parties and creation of an objective basis for decisions.
The process can run over several years. Accompaniment from first clarification to implemented handover – including valuation, negotiation and if needed financing structure.
Typical process
Analysis & objectives
Clarification of your goals, timeframe and company starting position.
Succession options
Development and comparison of options: family, employees, external buyers.
Valuation & model
Company valuation and design of handover model.
Learn more about Succession Advisory?
We are happy to advise you without obligation. Arrange a call or write to us.