Company succession

Responsibility. Circumspection. Clear-sightedness.
Managing the future – with an experienced partner.

The survival of a company as well as its prospects for success often hinge on one single momentum: (timely) clarification of succession.

This has legal as well as tax-related and economic implications, which are often multilayer and complex. For this reason, we consider succession management as a process which requires time to be made.

  • Custom succession planning for your company.
  • Our goal: an ideal comprehensive solution for both entrepreneur and enterprise.

Review of articles of association

We review articles of association and pay particular attention to the harmonisation with necessary wills.

Ihre Contact person

 • Dr. Friedrich Helmert • Paul Heinrich Fallenberg

Assessment of profit tax consequences

We predict profit tax consequences (income tax, corporate tax, trade tax) of planned transfers and develop tax-optimised designs.

Ihre Contact person

 • Dr. Friedrich Helmert • Paul Heinrich Fallenberg

Valuation of companies and investments

We valuate companies and investments for you to facilitate an appropriate, joint assessment of possible economic and tax risks and consequences.

Ihr Contact person

 • Dr. Tobias Tebben

Consulting regarding foundations

Foundations and other charitable organisations are a proven means for designing company transfers. We investigate your possibilities for you.

Ihre Contact person

 • Dr. Friedrich Helmert • Dr. Michael Kaufmann • Kerstin Ullerich

Drafting inheritance and gift tax declarations

As soon as the concept is designed, we will draft all required tax declarations for you.

Ihre Contact person

 • Dr. Friedrich Helmert • Bettina Austermann

Drafting powers of attorney and living wills

Although no one likes to think about it: emergencies should always be clearly sorted. We will draft the necessary documents with you. This way, you stay capable of action in any case.

Ihre Ansprechpartner:

Dr. Friedrich Helmert

Auditor, tax consultant, attorney, of counsel

Tel.: +49 (0) 2 51/28 08-151

friedrich.helmert@hlb-schumacher.de

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Kerstin Ullerich

Attorney, tax consultant, specialist attorney for inheritance law, partner

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