Are you looking to find a trustworthy successor?

We offer a down-to-earth, transparent, and personalized succession solution. No short-term return targets, no resale after a few years.

Our promise

  • Your life's work will remain intact and will be passed on in accordance with your wishes.
  • Trust is the foundation of every successful business succession. We treat you and your life's work with respect, reliability, and a high degree of personal integrity.
  • We treat all conversations and information as strictly confidential. 
  • We make decisions in a transparent and comprehensible manner.

Our aim is to take responsibility, act in a binding manner, and design the entire process to be fair, structured, and on equal terms—both today and after the handover.

Our process

The idea of succession planning often develops over a long period of time. Perhaps you are already thinking specifically about the future of your company, or perhaps you would like to find out more without obligation or get to know our approach better. Regardless of where you are in the process, the first step is always an open, confidential discussion with no obligations on either side.

Our proposal for the process is therefore:

A brief personal conversation says more than 1,000 emails. We would be happy to arrange a video call, a phone call, or a meeting over coffee to get to know each other a little better. At this meeting, we will introduce ourselves and try to learn more about your company and your objectives in an initial consultation. All information you share with us will, of course, be treated confidentially.

In this step, we ask you to provide some basic information about your company, such as its financial results for recent years and important corporate and market developments. This information enables us to make an initial assessment and provides a basis for further discussions. We are happy to assist you in the data processing process and also work with trustees if you have any questions.  

All information provided by you will, of course, be treated as strictly confidential on the basis of a binding confidentiality agreement.

Personal interaction is particularly important to us, which is why we are happy to visit you for an in-depth discussion. This gives you the opportunity to get to know us better and allows us to gain a more detailed picture of your company, as well as your personal ideas and goals. 

In this step, we jointly agree on a preliminary price range and the key terms and conditions of the company takeover in order to create a solid basis for further cooperation. At the same time, we have already made initial clarifications with financing partners and examined the basic financial viability. The next steps in the further process have also already been defined in broad terms, ensuring a structured and efficient process. In this phase, you, as the seller of your company, grant us exclusive time to complete the purchase.  

During this phase, we engage external auditors and specialist consultants to conduct a comprehensive analysis of the company. Although experience has shown that this process takes a certain amount of time, we attach great importance to a clear structure and transparency—we believe that this approach provides a fair basis for all parties.

We guarantee open, transparent, and efficient communication throughout the entire process.

After the final vote, we sign the relevant contracts and initiate the agreed payments. The transfer of the company is officially completed upon closing.

We would like to celebrate this special moment with you. 

After a short break, a new phase of the company will begin. 

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