Context
Around 150,000 German companies face succession by 2030. Many owner-managed businesses in the services sector are affected. Proper preparation – from valuation through buyer identification to legal structure – determines success.
Confidential family business transaction – Succession
Services / Mid-market
Company & project
An owner-managed services company with a long tradition and stable customer base sought a suitable succession solution. The particular challenge: the owner wanted to exit gradually and ensure a smooth transition for employees and customers.
Benefits
Structured search of the succession market, consideration of different transaction structures (full sale, partial sale, management buy-out), safeguarding the interests of employees and existing customers during the transition.
Outcome
Succession was successfully completed in 2024. Details remain confidential at the parties' request. in rebus corporate finance advised throughout the entire process.
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