Many owner-managed medium-sized companies are faced with the important decision of taking care of a company succession. The question quickly arises: How do I even go about handing over a company? While the core business is familiar territory for entrepreneurs, planning and structuring the succession is usually completely new territory.
In many cases, important reasons that trigger a succession are actually emergencies caused by illness, accident or death of the entrepreneur. Therefore, early planning is a decisive factor for successful succession planning and asset transfer. The right time for a handover – whether by sale, inheritance or gift – is determined by a variety of indicators. In addition to the business and economic environment, the family and personal situation of the entrepreneur must be included in the considerations. Legal questions and thorough tax preparations must also be taken into account in order to create an optimal solution for everyone involved.
Business consulting services
We advise our clients on all steps that are necessary before, during or after choosing the desired design option. From a business perspective, this includes:
- Planning and designing a suitable succession solution
- Preparing the necessary company valuations
- Preparing financial planning
- Supporting an M&A process
Tax consulting services
We advise our clients on all steps that are necessary before, during or after choosing the desired structuring option. In the area of tax advice, this includes: .
- Development of tax-optimized options and recommendations for action
- Advice on gift tax optimization
- Preparation of inheritance tax and gift tax returns
- Taking over communication with tax authorities
Legal advisory services
We advise our clients on all the steps that are necessary before, during or after choosing the desired design option. In the area of legal advice, this includes: .
- Advice and support for the legal implementation of the planned succession solution
Drafting of transfer and partnership agreements - Advice on paid or unpaid transfer through participation in a partnership or corporation
- Advice on setting up foundations
- Inheritance law advice on anticipated inheritance or donations
- Comprehensive advice on “emergency planning”, i.e. entrepreneur’s will, entrepreneur’s power of attorney, etc. Read more

My recommendation
Let us support you professionally in the process of succession planning. From the business analysis beforehand to the structuring of the legal and tax requirements and the successful transfer of your company or assets, we advise you individually and confidentially. With a tailor-made solution, we ensure that your life’s work is well positioned for the future and that your personal provision is secured. We look forward to speaking with you.
Your ACCONSIS contact

Christoph Zelaskowski
Diplom-Kaufmann
Auditor, tax advisor
Managing director of ACCONSIS
Service phone
+49 89 547143
or via email
c.zelaskowski@acconsis.de
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