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Case study

Transfer of a sole proprietorship (approx. 2 million turnover) to an external successor (advising the seller)

Task

A sole proprietor (approx. 2 million sales) would like to reduce his involvement before reaching retirement age. For this purpose, the company is to be sold, but the entrepreneur still wants to remain active professionally. The aim is to transfer the company to a capable entrepreneur and to achieve an appropriate purchase price for the company. Furthermore, an arrangement is to be found that enables the transferring entrepreneur to continue to be professionally active despite tax optimization.

Solution

After the company valuation was completed, a buyer was sought and found. The purchase agreement was developed, negotiated and finalized. The discussions with the bank that financed the purchase price were accompanied. The tax situation was optimized taking into account the age of the seller. A way was found to enable the seller to continue his professional activity. The seller was able to achieve all goals.

Service areas
AuditingManagement Consulting
Flowchart
  1. Preparation of a company valuation to determine a purchase price
  2. Search for interested parties
  3. Abschluss eines Letter of Intent (LOI)
  4. Further negotiations with the interested parties
  5. Accompaniment of the due diligence
  6. Negotiation and drafting of the company purchase agreement
  7. Tax support of the company and the owner during the entire sales process
  8. Structuring of the further professional activities of the seller

quadrakom
Fröndenberger Straße 114
58706 Menden

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