Corporate Succession

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