Specializing in tax and legal succession planning
As a boutique tax firm, we specialize in providing comprehensive support for business transfers, with a particular focus on:
- Inheritance and Gift Tax Act (ErbStG): Legally sound application of the exemption rules (Sections 13a, 13b ErbStG) to maximize tax relief.
- Tax Law on Business Transitions: Tax-neutral restructurings (e.g., holding company structures or spin-offs) in the run-up to the transfer.
- Asset Deals & Share Deals: Tax optimization and structuring of corporate sales to third parties or employees (MBO/MBI).
Personal Support Despite Digital Processes
Even though we rely on modern, digital workflows for analysis and evaluation, personalized support remains essential when it comes to the sensitive topic of succession planning:
- Prompt availability for complex tax and legal issues.
- Timely analysis of the company’s financial situation and the protection of personal assets.
- Reliable support during negotiations, business valuations, and tax audits in connection with the transfer.
A generational transition requires discretion, foresight, and professional excellence—we are the partner who will guide you safely along this path.
Location, Client Base, and Approach
Our Düsseldorf-based, digitally supported consulting firm serves owner-managed companies and small and medium-sized businesses throughout Germany. We combine efficient workflows with sustainable succession planning strategies.
Comprehensive consulting and measurable benefits
With a digital focus since 2019, we combine tax expertise with business management know-how to ensure a seamless generational transition:
- Well-founded business valuations (e.g., income approach) as an objective basis.
- Avoiding tax pitfalls such as the loss of carryforward losses.
- Structured liquidity planning to ensure the acquisition.
