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Succession planning

Secure the future of your business

Every owner-managed SME will sooner or later be faced with the issue of succession. When it’s time to pass the leadership baton, your exit plan will require careful consideration of complex business, tax and legal implications. Transitioning your business needs careful planning. Succession planning is therefore an important part of the strategic business plan, which should be periodically reviewed to allow for specific changes in family and business situation. The tax burden when transitioning the business, whether gratuitously or through sale, depends largely on the previously adopted structure. A smart structure makes all the difference.

Transfer by inheritance, sale or gift – we provide comprehensive advice

KBHT can assist you with developing succession concepts that take account of all tax, business and family aspects. Using an interdisciplinary approach, your KBHT partner will provide you with tailored, comprehensive advice. If you require, we can also support you in your search for a suitable successor in consideration of all relevant tax, legal, financial and business aspects. Initially, however, we will work with you on the basic concept and general framework of the succession. This will help us eliminate, early on, potential legal and tax risks arising as a result of the succession.

Our services

  • Change of generations
  • Company sale
  • Successor search and successor selection
  • Legal and tax structuring of the succession
  • Preparatory structuring
  • Inheritance law
  • Family law
  • Inheritance tax
  • Gift tax
  • Tax reliefs and retention periods
  • Position determination
  • Company valuation
  • Liability issues
  • Purchase contract structuring
  • Wealth succession

Contacts

Michael Kalus

Auditor, Tax Consultant

Location Düsseldorf / Neuss
+49 (0) 2131 / 9243 - 10
Michael.Kalus@kbht.de

Dr. Martin Heyes

Tax Consultant

Location Düsseldorf / Neuss
+49 (0) 2131 / 92 43 - 38
Martin.Heyes@kbht.de

Arnd Herff

Lawyer

Location Cologne / Leverkusen
+49 (0) 214 / 87091 - 36
arnd.herff@kbht.de

Bastian Berthold

Tax Consultant

Location Düsseldorf / Neuss
+49 (0) 2131 / 9243 - 36
Bastian.Berthold@kbht.de