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.
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Assessment of profit tax consequences
We predict profit tax consequences (income tax, corporate tax, trade tax) of planned transfers and develop tax-optimised designs.
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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.
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Consulting regarding foundations
Foundations and other charitable organisations are a proven means for designing company transfers. We investigate your possibilities for you.
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Drafting inheritance and gift tax declarations
As soon as the concept is designed, we will draft all required tax declarations for you.
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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.
Your contact person:
Dr. Friedrich Helmert
Auditor, tax consultant, attorney, of counsel (Münster)
Tel.: +49 (0) 2 51/28 08-151
Kerstin Ullerich
Attorney, tax consultant, specialist attorney for inheritance law, Münster