Service 02 · Succession

Arranging business succession the right way.

The orderly handover of your life’s work — to a buyer, your own management or the next generation. We combine the tax and legal planning with the transaction side, so the succession truly holds.

What we do for you

Plan early, order the options

A good succession starts 3–5 years ahead, tax-optimised structures often earlier. We order your options — family, MBO/MBI or external sale — and make the trade-offs concrete for your situation.

Valuation & owner dependence

So the business carries on without you, we systematically reduce owner dependence and create a defensible valuation as the basis for any negotiation — whether inside the family or on the market.

Find a successor & guide the handover

If the path leads through a sale, we find the right successor from our network — someone who fits the company, the people and your vision. We accompany the handover beyond the notary appointment.

At a glance
  • Tax/legal planning connected to the transaction
  • Every path: family, MBO/MBI, external sale
  • Reducing owner dependence as a value lever
  • Handover support beyond completion
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Frequently askedFAQ

Business succession

With enough lead time, a clear decision on the path (family, management or sale), a defensible valuation and a clean tax and legal structure. We orchestrate the parties and run the process.
Ideally 3–5 years ahead. Tax-optimised holding structures often only take effect after several years — starting early creates room to manoeuvre.
Handover within the family, a sale to your own management (MBO) or to external managers (MBI), and a sale to a strategic or financial buyer. Often a combination is the best route.
Depending on the path, inheritance/gift tax (with standard and full relief) or taxation of the capital gain. The structure determines the burden — we involve tax advisors early.

Let’s talk about your life’s work.

A confidential first conversation is free and non-binding — we listen and assess your situation.

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More servicesSix disciplines
Service 01 · Sell-side M&A

Company sale

A structured M&A process for owners — run discreetly, negotiated competitively and closed at the best achievable price. This is what a professional company sale looks like, from preparation to signature.

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Service 03 · Valuation

Company valuation

Market-based valuation via EV/EBITDA multiples and DCF — the defensible foundation for every negotiation. We explain the methods and show what really drives the value of your company.

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Service 04 · Buy-side reach

Buyer outreach & matching

Not just any buyer — the right one. Anonymised access to 2,500+ vetted buyers and data-driven matching create genuine competition for your company.

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Service 05 · DD & data room

Due diligence & data room

Preparing and running the data room — every document ready before the buyer asks. A professional vendor due diligence takes the fear out of the review and protects pace and price.

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Service 06 · LOI to closing

Negotiation & closing

Letter of intent, contract negotiation, signing and closing — we sit on your side of the table until the ink is dry. Confident deal execution protects the negotiated value to the very last step.

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