Corporate and Asset Succession
When planning and structuring succession for medium-sized companies, you can benefit from our extensive experience, our proven expertise in the areas of company law, inheritance law and tax law, and our in-depth understanding of the social and human components. We include your accountants and tax advisors as well as your house banks in the complex arrangements. After our consultation, our cooperation partners from the HLB Dr. Dienst & Partner Group are also available for suitable, individual solutions, taking specific tax law aspects into account.
An overview of our competences in this field:
Transfer of Business Ownerships
- Selection and Involvement of the Successor
- Optimisation of the Corporate Legal Situation (Legal Form, Articles of Association)
- Drafting of Situations under Inheritance Law (Entrepreneurial Will, Compensation Agreements, Execution of Wills)
- Coordination of Company Law and Inheritance Law
- Support of the Transferor and his Relatives
- Tax Structuring and Organisation according to the Inheritance Tax Reform 2017
Company Sales (M&A), MBO and Combinations
- Drafting Transfer Concepts/Merger Plans (Time Schedule, Road Map)
- Optimisation of the Corporate Legal Situation (Legal Form, Articles of Association)
- Contract Negotiations, Due Diligence, protecting Business Secrets
- Warranty Clauses and Liability Standards
- Purchase Price (if necessary Adjustment Clauses, Payment Modalities)
- Best Concept according to Transfer of Undertaking Regime
- Tax and Social Insurance Provisions
- Provisions addressing tax audits
- Accomodating Antitrust Law Requirements
- Provisions addressing continued involvement of Seller, including non-compete arrangements
- Dispute Resolution Clauses
Protection of Private and Business Assets
- Analysis of Risks, Designing Hedge Strategies
- Avoidance of Asset Fragmentation
- Drafting Wills
- Protection of (International) Assets,
- Assumption of position of role as Litigation Counsel in case of Claims relating to Liability and Compulsory Portions against the Estate
Managing Asset Succession
- Development and Structuring of Estate Planning
- Advice and Support of tax-optimised Succession and Asset Transfer
- Drafting of Wills and Inheritance Contracts, Gift Contracts, Waivers of Inheritance and Compulsory Portions
- Formation of tax-optimised anticipated Succession
- Consultation in Disputes between several Heirs
- Formation of tax-optimised structures involving Foundations
- Founding of Family Companies and Family Pools
- Protection of the Asset Owner in old age and in case of need of care
- Protection of the Family
