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M & A

Succession Plan – a Proventis Core Competence

About the succession plan

Any owner-run company has to face the successor issue sooner or later. The possibilities go from handing over the responsibility within the family via selling the company to in-house or external managers (MBO/MBI) down to selling it to a financial investor or strategist. In any case, handing over the responsibility to a suitable
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Typical process

The first thing to decide is whom the company should be given to (family, in-house or external manager) and what the hand-over process could look like (MBO, MBI, investor). After laying down the concrete take-over conditions the next task will be the fine-tuning.

Your added value

With a decent succession plan you may hand over your lifework with a clear conscience and expect your company to stay the way it is. Your successor will find a company with grown structures which allow required adjustment to be made.
Proventis will support you as the owner or successor during this whole process. Discretion, individual approaches and professionalism go without saying. Required steps are, for instance, preparing the strategy, from the owner’s point of view appointing a successor and looking for suitable investors or banks from the successor’s point of view.
Negotiations and due diligence will always be supported and coordinated by a partner. Wide industry competence, extensive experience in transaction processes, well-rehearsed processes and own entrepreneurial experience guarantee your long-term business success.
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