Start dealing with the subject of succession early on - long before the time actually comes - because your company or you personally may need structural adjustments before the actual succession itself. With the help of our network of experts, you will receive a clear overview of your current situation and the possible hurdles in succession planning. This process can be roughly divided into five phases.
Once you have an initial consideration of succession, we will help you to initiate and substantiate the thought process. We would be happy to explain the various phases of the succession process with their respective milestones to you in a personal meeting. If you would like us to support you in this process, we will be happy to put together an individually tailored project team with experts from various areas of the bank for you.
Together we will analyze your current business and private situation and determine your personal ideas and goals. From this as-is analysis, we will define the first business (e.g. founding an AG) and / or private (pension analysis, matrimonial, inheritance law, pension commission) preparatory tasks, which our specialists will be happy to support you in implementing.
We evaluate and prioritize various options both within the family and externally, which means:
Together we prepare the company, the departing entrepreneur and the incoming entrepreneur for the handover. In this step we assist you in:
In the final step of the successor assuming management and ownership, we are there to offer you support in:
It's not always possible to find a suitable successor within the family. Potential buyers are confronted with the issue of succession financing. Company structures and succession processes vary widely, so we consider each case on an individual basis. Nevertheless, there are some general guidelines. Deviations from these guidelines are possible in justified cases.