Stefan Friedrich is a certified advisor in cases of corporate succession (ZentUma).
One of our focal points is a comprehensive consultation of entrepreneurs who wish to formulate a corporate succession and need assistance in the structuring and passing on of their assets to the next generation or to non-related third persons.
All aspects of a specific corporate situation (hereditary law, family law, corporate and fiscal law) are taken into account.
In keeping with your personal and economic objectives, we draw up a succession strategy geared to the needs of your company and your personal situation and supervise the realization by preparing the relevant deeds and last wills.
Our focal points in detail:
Transfer of company to family members:
- Counsel in cases of inheritance -, family -, corporate – and fiscal law
- Company reorganisation before or after transfer
- Financial backup of entrepreneur and spouse
- Drafting and realization of company – and consultancy agreements
- Marriage settlements, wills, contracts of inheritance, agreements in cases of renunciation of inheritance or legal share
- Health care proxy documents
Transfer of company to non-family:
- Sale of company (asset deal, share deal)
- Lease of company
- Third party involvement
- Establishment of a foundation before or after inheritance