Business Succession
Plan ahead, preserve value
Successfully manage the generational transition
Handing over your company is one of the most important business decisions.
We guide you through the planning and implementation of a smooth succession, ensuring it is legally compliant, tax-optimized, and tailored to your individual goals.
This secures the continuity of your life’s work and creates the best foundation for the next generation.
Our Core Services
Strategic Planning
- Tax optimization through restructurings in preparation for business succession
- Optimization of business succession from an inheritance and gift tax perspective by utilizing relief provisions and making full use of exemption potential
- Ensuring income tax neutrality and real estate transfer tax neutrality in business succession
- Assistance with inheritance and gift tax reporting and filing obligations
- Support with binding rulings in advance of business succession