Business Succession Planning: Strong across generations.
Passing on a business is far more than just a legal transaction – it’s a key milestone in the lifecycle of any company. In addition to ensuring business continuity, emotional and family-related aspects often play a major role. That’s why professional and individual support is very important during this sensitive phase.
Whether you are planning a family handover to the next generation or a sale to external new owners, a successful succession requires careful planning, clearly defined goals and the consideration of all legal, tax and business factors.
Our experts support you in structuring the succession process from the very beginning – efficiently, tax-optimised and tailored to your situation. From analysing your current situation and developing a tailored succession concept to managing communication with notaries and public authorities – we guide you through every stage of the transition.
Our support also includes legal form advice, identification of suitable funding opportunities, assistance in selecting the right financing strategy for successors, as well as advice for potential investment models or pension arrangements of the current owner. Together, we will find the best possible solution.
Your key benefit: We ensure a smooth, sustainable and tax-optimized succession – so you can rest assured that your life’s work is in good hands.
Our services
- Comprehensive analysis of your individual economic and tax situation
- Definition of succession goals
- Legal form advice including comparison calculations
- Evaluation of tax, social security and pension consequences
- Preparation of a succession concept
- Tax review of succession agreements
- Preparation of required succession documents
- Communication with the notary
- Asset valuation for the gift declaration
- Reporting to the Austrian authorities
Your benefits
- Comprehensive advice on all aspects of the succession process, including tax, social security and pension optimisation
- Recommendation of the most suitable legal form based on tax criteria
- Reduction of tax burden through expert structuring
- Prevention of tax-related pitfalls
- Efficient execution of the entire succession process
- Support with internal and external communication
