Case studies - Quadrakom

Case studies from practice

All AuditingLegal consultingTax consultingManagement Consulting

Preparation of a schedule
Preparation of a business valuation to determine a purchase price and gift value
Determination of the provision for the transferring shareholder
Extensive discussions with the family members involved
Drafting of the transfer agreement
Redrafting of the articles of association
Establishment of an advisory board with the involvement of the transferring shareholder
Tax support of the company and the shareholders during the entire transfer process
Tax optimization of the transfer to the next generation

Structuring of the overall process
Preparation of a company valuation to determine a purchase price
Preparation of an information document on an anonymous basis
Search for interested parties together with external partner
Conducting initial interviews with interested parties after signing a confidentiality agreement
Conclusion of a Letter of Intent (LOI)
Further negotiations with the interested parties
Accompaniment of the due diligence
Negotiation and drafting of the company purchase agreement
Tax support of the company and the shareholders during the entire sales process

Structuring of the purchase process with the establishment of a purchasing company
Preparation of a company valuation to determine a purchase price
Conclusion of a letter of intent (LOI)
Accompaniment of bank negotiations to finance the purchase price
Execution of tax, economic and legal due diligence
Negotiation and drafting of the company purchase agreement
Tax optimization of the company acquisition and the subsequent structure
Support of the acquired company in all tax, economic and legal matters

Restructuring of the group of companies while optimizing the tax implications
New formation and integration of a new company as well as inclusion of an additional personally liable partner to avoid disclosure of annual financial statements
Elaboration and implementation of the contract design
Accompanying the restructured company vis-à-vis the tax authorities with regard to the tax consequences of the restructuring, including obtaining binding information

Structuring of the transfer process
Preparation of the necessary contracts
Consideration of the retirement provisions of the transferring shareholder
Establishment of an advisory board in the company
Elaboration and implementation of testamentary regulations
Preparation of a marriage contract for the entering shareholder to protect the company and the co-shareholders
Preparation of health care proxies and living wills for the partners
Powers of representation at management level
Protection of the transferor against tax risks in connection with the transfer of shares

Determination of the value of the estate with valuation of individual estate items
Determination of the interests of the individual members of the community of heirs
Optimization of the tax effects of a settlement of the community of heirs
Implementation of the contractual arrangement of the settlement
Preparation of the required tax returns with assistance in the tax proceedings vis-à-vis the tax authorities

Drafting of the will with the client with appointment of executor
Occurrence of the succession
Taking over the execution of the will
Communication with the probate court
Information and coordination with the heirs
Preparation of an estate inventory
Preparation of the inheritance tax return
Implementation of the testator’s instructions within the framework of the execution of the will, in particular the disposition of the estate and distribution to the beneficiaries in accordance with the testator’s wishes

Advising and assisting a shareholder in a company split with various legal and tax issues
Contractual implementation of the separation
Restructuring of the acquired part of the company
Preparation of a business plan
Accompaniment of the financing discussions
Ongoing support of the company in tax, legal and business management matters

Comprehensive tax, legal and business management advice to companies and shareholders
Accompanying the acquisition of companies in Asia – close cooperation with the specialist advisors in Asia
Business management consulting during the integration of the new acquisition with review of product calculations, etc.
Introduction of a controlling reporting system for the group of companies
In addition to the preparation of the annual financial statements of the German companies, preparation of group financial statements including the foreign companies

Establishment of a consistent calculation scheme
Recording of times of the different operations
Implementation of a cost center accounting and derivation of machine hourly rate calculation
Maintenance of article parts lists and work schedules
Calculation of the main sales drivers and review of the systematics
Rollout of the costing system across all products
Establishment of a contribution margin scheme for merchandise and in-house production
Implementation of the contribution margin calculation in the BI tool used
Definition and creation of a standard reporting for the control of the sales department
Documentation of the individual processes

Potential analysis of various online platforms
Sourcing of suitable PIM software (Product Information Management) for automated connection
Preparation of article master data for presentation on the online platforms
Establishment and expansion of the logistics chain in order to map a 24-hour shipping service
Test run on the first online platform
Review phase and optimization of the automated document flow
Launch of further online platforms

quadrakom
Fröndenberger Straße 114
58706 Menden

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