Consultant for company succession

• Should there be a complete handover or will you help shape the transition by initially working with or advising the successor?
• Should the transfer be made free of charge by way of anticipated succession to a family member or should a purchase price be agreed?
• What is my company worth?
• Should the purchase price be paid in one amount, in installments or as an annuity to provide for the transferor?

Our experienced business and tax advisors and lawyers will support you in this process. If you would like to keep your company in family hands, our succession advice for family businesses will show you the best way forward.

Naturally, you want toachieve an appropriate market price for your company and hand it over into good hands – after all, you are handing over nothing less than your life’s work. This is why you are the focus of succession consulting with PMPG. This also means that we stand up for you and represent your interests exclusively.

As a holistic partner at your side, we are very familiar with the various challenges that owners of medium-sized companies in particular face when it comes to succession planning. Often, a potential successor has also been found in our large PMPG network or we use our personal contacts with commercial enterprises to find an interested party.

Benefit from our advice and recruitment services for company succession

Our competent consultants for company succession have many years of experience and take care of

• the feasibility study on the opportunities of the sale, including a company valuation
• the development of a target-oriented sales strategy
• Customized planning of the entire transaction
• the organization of coordination processes and regular status meetings
• finding a suitable successor
• Coordination of the interdisciplinary cooperation between you and the prospective buyer
• preparing, drafting and drawing up the transfer agreements for an orderly transition for both parties
• Optimizing the tax and legal structure for the transferor or successor
• the preservation of jobs and the company’s assets
• the entire tax and legal process
• Supporting the financing

We provide you with all services from a single source. This means that you only have one contact person for everything during the entire succession process – even if different PMPG departments are involved.

You should always bear this in mind

Selling a company is not a decision that is made overnight. Entrepreneurs often think about it for several years – years in which they shy away from investing in the business because many think that they will not get it back through the purchase price. And that is a mistake, because it is important to keep the company fit for the future and ready for handover, thereby also increasing its attractiveness for a potential successor.

The search for a suitable successor and the handover process do not happen overnight. On average, you should expect a period of 9 to 12 months. One reason for this long handover period may be, for example, that the successor must first be gradually introduced to his or her future tasks. It is therefore advisable to start the search early in order to ensure the long-term continuation of the company.

If you would like to transfer your company to your children, for example, we can provide you with comprehensive advice on the subject of “bequeathing and gifting”. Our advisors will tell you everything you need to know about the fair distribution of your existing assets and everything to do with inheritance and gift tax.

As part of our management consultancy services, we not only advise on and recruit successors, but also provide business management advice, company valuations and the final sale of the company. Simply continue to concentrate on your core business – we take care of everything else!

Good to know: You can make flexible use of individual consulting services during the succession process or benefit from our complete service, which starts with the inventory and analysis and ends with the sales contract.