Succession
Business succession and succession planning
A handover needs lead time. In the year of the transfer itself, there is barely any structuring left to do.
What you gain
We work with a horizon of years, not weeks. Transfer, sale or participation – each with figures.
Retirement provision and company value are two different questions. We work with notaries, lawyers and banks.
Starting point
Why succession often becomes difficult
Started too late
Periods for transfers run over years – they cannot be shortened.
No successor named
As long as it is open who takes over, little can be arranged.
The business depends on one person
What does not work without the owner is hard to transfer.
What we take on
- Stocktaking and timeline
- Tax valuation of the business
- Comparison of transfer routes
- Support with gifts and handover
- Coordination with notary and legal advisers
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Prefer to talk right away?
030 715 90 30
Your tax documents, digitally with us
Photograph receipts, submit documents securely and keep everything in view in one place – conveniently from your smartphone.
- Photograph receipts
- Submit documents digitally
- Keep everything in view
Frequently asked questions
Frequently asked questions
How does switching from my current firm work?
Once you have given your approval, we request the records from your previous adviser and take over the accounting data. A change is possible at any time; the turn of the year is the simplest.
What documents do you need to begin?
For the first conversation: none. To take over we need the last annual accounts, the current accounting data and the tax office access details. We will tell you exactly what is missing.
Do I still need to print my receipts?
No. Receipts can be submitted digitally. If you prefer paper, that also works – we adapt to your business.
Do you also advise clients outside Berlin?
Yes. The collaboration works regardless of location. Meetings take place at the office or online, whichever suits better.
What does it cost?
That depends on the scope. After the first conversation you receive a written proposal with scope and fee before we begin. Fees follow the German tax advisers’ fee regulation; individual agreements are possible. Our fee is based on the actual work involved and the complexity of your case – not on the statutory minimum rate of the German tax advisers’ fee regulation.
Is the first conversation chargeable?
The first conversation to get to know each other is free of charge. It serves to clarify your situation and the possible scope.
Which languages can we speak?
This website is available in German, English, Russian and Polish. Which languages are possible for ongoing support is something we clarify in the first conversation.
What happens if a deadline gets tight?
We keep an eye on deadlines and get in touch in good time. If records are missing, we say so early enough for there to be time left.