• 02373 / 3924 00

Case study

Development of an emergency plan in the context of a company succession

Task

A group of companies consists of several individual companies with different legal forms. The owners are two families. The handover to the next generation is to be prepared in a structured manner. Furthermore, the emergency should be secured in the short term, should something happen to one of the current shareholders.

Solution

After taking stock, the individual companies and thus the group of companies were evaluated. inheritance tax risks were determined. Planning is carried out on a recurring basis at regular intervals to prevent the loss of beneficiary options. Wills, marriage contracts and an adapted partnership agreement were drafted for all current and future partners. These structures were supplemented by health care and guardianship powers of attorney and living wills.

Service areas
Management Consulting
Flowchart
  1. Structuring of the transfer process
  2. Preparation of the necessary contracts
  3. Consideration of the retirement provisions of the transferring shareholder
  4. Establishment of an advisory board in the company
  5. Elaboration and implementation of testamentary regulations
  6. Preparation of a marriage contract for the entering shareholder to protect the company and the co-shareholders
  7. Preparation of health care proxies and living wills for the partners
  8. Powers of representation at management level
  9. Protection of the transferor against tax risks in connection with the transfer of shares

quadrakom
Fröndenberger Straße 114
58706 Menden

T. 02373 3924 00
F. 02373 39240 20
willkommen@quadrakom.de