Succession planning

Valuation, tax, inheritance and sound planning

With a profound understanding of succession planning, we know that preparation is key to any successful handover.

That is why in a typical advisory process we will draw up a structured handover plan laying out the process and the future setup. Doing it right means taking all aspects into account, deciding on valuation, assets, tax, inheritance and more, all in consultation with the company’s auditor and financial business partners.

We have the necessary specialist knowledge, the cornerstone of a smooth and successful transition. Consulting with us, you can be sure the advice you get looks at the whole picture: Your family, your business, your assets. And we will follow the handover through to completion.