Succession Planning and strategic M&A Projects

„The one waits for the time to change, the other takes it in hand and acts.“
Dante Alighieri

Succession Planning and strategic M&A Projects

„The one waits for the time to change, the other takes it in hand and acts.“
Dante Alighieri

by smoco

Succession Planning and strategic M&A Projects

Generation change in the family business – Business challenge – Trust in professionalism – Individual solutions

The solution of the succession planning is a unique challenge in the life of an entrepreneur. It means for him to find a viable solution, which leads on his life’s work into a new future with all hanging ties and connections. Therefore, one of the most important strategic tasks of responsible corporate governance is to ensure the company’s succession.

The specific challenges are in comprehensive succession planning and, in particular, in finding a qualified successor.

The implementation of a “correct” solution for succession requires a suitable period of time. The sooner the succession management will be planned, the better is the way to find a good and valuable solution for all participants.

If you wish to acquire a company or are planning strategic, inorganic growth, we of course also offer our qualified, solid advisory services for a strategic acquisition of a company or for M&A projects.

A business transaction is very complex:

  • Our consulting services go over the entire course of a business transaction.
  • We carry a qualified business valuation for you.
  • Together with you we will structure the transaction in advance. After that, we speak to highly targeted potential corporate buyers and target companies.
  • We will provide assistance in the analysis of the company (due diligence) and
  • would like to take over the lead in negotiating the transaction.
  • Project management completes our scope in the context of corporate transactions.

If you wish to purchase a company or plan to grow inorganically, we offer our qualified, solid advice on course even when buying a business.

Our consulting services in business transactions are focused on the following topics:
  • Succession Management & succession consulting
  • M&A Projects for strategic business growth
  • Business Valuation
  • Holistic Support of Corporate M&A Transactions
  • Post Merger Integration

Procedure of a M&A Transaction (Download)

Financial Advisory

Sustainability and continuity – Customized solutions – Scope

A key competitive factor is the quality, how companies plan and implement its corporate finance structure. Traditional funding sources become less important. The “ups and downs” on the international financial markets in recent years show that if you have a stable and continuous funding for your company it allows you a lot of options. A funding approach, tailored to your needs, creates room for growth and investment.

We are independent. We support you in the development of tailored financial solutions through a variety of financing instruments such as debt and equity, mezzanine capital, etc.. Our consulting expertise includes the creation of business plans and negotiating with banks and credit institutions.

Our support to a monthly reporting of financial data will help you and shows the banks the necessary transparency. Through an extensive network of trusted partners, we can specifically discuss service solutions together with you and implement them targeted.

Our consulting services in corporate finance are focused on the following topics:
  • Debt Financing
  • Equity Financing
  • Optimizing the Financial Structure and Preparation of a Financial Strategy
  • Creation of Business Plans
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