Transaction and succession advice

Transaction and succession advice

We offer our clients comprehensive support in all aspects of corporate acquisitions, sales, and mergers (transaction advice) as well as in the planned transfer of the company to a successor (succession advice).

Our specialists have great expertise in advising both national and international clients on complex M&A (Mergers & Acquisitions) transactions in various industries and legal fields.

In terms of M&A transaction advice, we support companies and investors in mergers, acquisitions, divestments and joint ventures. In doing so, we start with a thorough analysis of your objectives and requirements to ensure that we identify the best target companies that meet them. We then proceed as follows:

  1. Due Diligence: We support you in conducting due diligence to ensure that all relevant information about the target company is gathered and potential risks and opportunities relating to the company to be acquired or sold are identified. In doing so, we take into account both legal and tax aspects.
  2. Contract negotiation and drafting: we advise and support you in the negotiation and drafting of contracts, such as purchase agreements, partnership agreements, joint venture agreements and confidentiality agreements.
  3. Tax advice: we advise you on the tax aspects of M&A transactions and support you in structuring and optimising tax implications.
  4. Post-Merger-Integration: Wir stehen Ihnen bei der Integration von erworbenen Unternehmen oder Geschäftsbereichen zur Seite und helfen Ihnen bei der Umsetzung von Synergieeffekten.

In terms of succession advice, we help you plan and implement a smooth and effective transfer of your assets or business to the next generation or another successor. We are also happy to help you identify suitable successors, again by conducting a thorough analysis of your requirements and the skills and suitability of potential successors.

Our range of services in the area of succession advice includes:

  • Analysis and valuation: We analyse the existing situation of the company, taking into account legal, tax and economic aspects. We evaluate the various options for succession planning and help you make the right decisions.
  • Planning and implementation: We support you in developing individual succession plans tailored to your specific needs and requirements. We accompany you during the implementation of the planning and help organize the transfer of assets or company shares.
  • Tax advice: We advise you on tax aspects of succession planning and help you structure and optimize tax implications.
  • Company valuation: We help you with the valuation of companies and advise you on the determination of company values and the implementation of valuation methods.
  • Testamentary arrangements: We assist with the drafting of wills and contracts of inheritance and help with the creation of trusts and other structures that can support succession planning.

We work closely with you at all times in both transaction and succession planning to ensure that your transactions and succession plans are successfully implemented and that your goals are achieved.

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