Succession Plan

We’ll work with you to define your strategy as a business-owning family. We’ll answer questions like these: Who is allowed to be a shareholder today and in the future? And who isn’t? What goals and values do you base your relationship as a family with the company on? And how do you deal with conflicts as a family? These and other similar rules are set out in a family constitution.

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In the succession process, the company must also be prepared for the change in management. The aim is to determine the potential and demonstrate it in a strategically coherent manner. This involves determining how the business model, processes, organisational structures and strategic measures should be designed in the future so that they’re optimally set out for the next generation. This can be identified using an integral financial view, which shows the future earnings potential as well as necessary replacement and expansion investments. Aspects such as the spin-off of business assets or the withdrawal of liquidity are also included in this category.

Succession can have a significant impact on your family business and you as an individual from a tax perspective. For this reason, you should know which options entail which tax consequences and whether these can be mitigated with a ruling. You must also take tax aspects into account when spinning off non-operating real estate or liquidity.

Legal aspects are of central importance in the succession process. It starts with providing private cover for scenarios such as death or divorce via a marriage and inheritance contract. And it extends to regulating the relationship between shareholders by way of a shareholders’ agreement and contracts relating to the actual transfer of the company, like a share purchase agreement, loan agreement and other possible contracts.

Would you like to transfer your company to a family member, to a trusted person outside the family or to a buyer who has nothing to do with the company? What’s the value of your company for each option? And who would support you in the sales process? We’ll give you clarity on the advantages and disadvantages of each option and work with you to take the necessary steps to implement the option you have chosen.

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How you prepare privately for company succession covers a wide range of topics, including emergency scenarios such as incapacity or death using the right to designate a power of attorney and wills, answering questions about retirement, financial needs in old age and wealth depletion, allocation and management of assets built up over the years. The following questions take centre stage: What financial resources will you need after your active career in the company? What implications does this have for a possible sale price of the company? And how should your assets be structured at this stage? We support you in planning the time ‘afterwards’ with foresight and answering the questions raised here.

In a constantly changing environment, having greater control over family wealth has become increasingly important for many families. There are various ways and therefore many questions as to how a family office can support a family in managing its assets:

Alone or jointly? On your own or with the help of third parties? Non-profit, familial or individual? Together with you, we support you in your search for a sustainable solution to manage, protect and increase your family assets in the long term.

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