- Customer’s individual needs and requirements
- Targets
- Schedule
- Costs
- Responsibilities

Goal: Building a common understanding for the way ahead

- SWOT analysis
- Challenges

Goal: Presenting the current and future position of the company

- Awareness for “the day after”
- Sense of value
- Acceptance and limitations
- Financial intentions

Goal: Developing a personal profile and generate requirements for the effective successor

- Profile
- Requirements
- Sense of value
- Financial possibilities

Goal: Finding an effective successor with suitable personal and professional qualities

- Evaluation models
- Due diligence
- Finanacial consulting
- Tax consequences and measures
- Legal prodecures, contracts
- Considerations and measures governed by the law of succession

Goal: Ensuring the right financial and legal packages for the transfer of ownership

*external Partner