M&A consulting

Successful M&A consulting

Proper M&A consulting requires trust. In M&A transactions, our consulting is tailored to providing support to medium-sized companies. The responsible partner from the M&A company works in interdisciplinary teams together with auditors, tax consultants and lawyers. The seniority in our teams ensures client-oriented expertise.

Our services in the area of M&A consulting:

• M&A consulting in all phases of a transaction
• Coordination of and support for the M&A process
• Preparation of presentation documents (factbook, memorandum, etc.)
• Set-up and support for electronic data room

Due diligence

Due diligence, a thorough analysis

We fulfil our obligation to carry out a comprehensive appraisal of companies or company shareholdings that are to be bought or sold. We carry out a systematic SWOT analysis of the company and prepare a detailed list of the risks associated with the transaction. Following this assessment, we can properly assess the financial, economic, tax and legal situation of a company and we can provide a comprehensive basis for decisions.

Our services in the area of due diligence:

• Financial due diligence
• Tax due diligence
• IT due diligence
• Vendor due diligence

Business valuation:

The occasions for business valuations are manifold – acquisitions, mergers, arbitration proceedings, entry and retirement of shareholders, management buy-outs, management buy-ins, division of an estate, privatizations or settlements under family law. Besides, business valuations for balance sheet, succession and tax law purposes are gaining in importance. Our valuation professionals may offer you the valuation support you need, in accordance with the officially acknowledged professional standards. Whatever circumstances demand - we will adopt the role of neutral expert, reviewer or advisor.

The business valuation services we offer are:

• Valuation of companies or parts of undertakings for company law, balance sheet or tax purposes
• Expert auditor for company share law valuations
• Valuation certificates for contributions in kind
• Arbitration opinions and participation on arbitration committees

Business succession

Successfully planning business succession

For many entrepreneurs, establishing a sound succession plan for the business is the most difficult and most emotionally demanding phase of their working lives. The responsibility for the company is to be transferred to suitable successors, the transaction should be as tax-efficient as possible, and it should also protect the interests of the company and the employees into the future. We support entrepreneurs in this difficult period and we develop suitable succession concepts which are designed to secure the assets of the family and maintain harmony among family members.

Our services in the area of business succession:

• Analysis, valuation, price determination in the case of a corporate transaction involving fees
• Tax optimization of possible company sale
• Tax-optimized drafting of assignment agreements