Key Topic
Business Succession
We are happy to assist you in preparing and implementing your business succession. Since this involves more than just tax and legal aspects, we will first discuss your current situation, your personal goals, and the necessary time frame in a personal meeting.
We will take care of the further implementation for you. Whether the succession takes place by way of a gift during your lifetime or as part of a company sale, and whether new legal entities (family company, foundation) need to be established in the first step: Together with you, we prepare the contractual arrangements and advise you on any questions that arise regarding inheritance and gift tax, income taxes (income tax, corporate income tax, and trade tax), as well as transfer taxes (sales tax and real estate transfer tax), regardless of whether the matter concerns only Germany or is cross-border.
Services
Our services in the area of business succession
Recording and analysis of your personal and business situation
Presentation of possible solutions
Support with and preparation of various drafts (will, inheritance contract, asset transfers, etc.)
Presentation of the tax consequences
Optimization of civil-law and tax-law solutions
Preparation of gift tax and inheritance tax returns
Conducting appeals/tax court proceedings
