Preparation

A structured preparation of the sales process ensures a smooth entrepreneurial succession, transaction security, and the least possible burden on business operations.

The professional sale of a company is a complex and costly process. Not only the expectation of an adequate purchase price, but also the desire for the company to fall into good hands, and for the sale not to disrupt the processes within the company, are usually at the top of the seller's wish list.

A sale of a company without any disruption to the day-to-day operations of the CEO or senior management is hardly possible in practice. However, a structured preparation of the process can nevertheless minimize the disruption to the business operations. Preparation includes:

  • Company Valuation
  • Preparation of a comprehensive and high-quality Information Memorandum
  • Developing of a multi-year, professional business plan.
  • Preparation of Due Diligence, incl. electronic Dataroom
  • Preparing a vendor due diligence.
  • Identification of potential buyers
Nachfolgeberatung, Unternehmensbewertung, Unternehmensnachfolge

Company Valuation

Indicative valuation of your company based on:

  • Classic valuation methods
  • Comparable transactions
  • Experince
  • Scenario analyses
  • Sensitivities
Verkaufsmemorandum, Unternehmernachfolge

Information Memorandum

The sales memorandum is the central and most important sales document. It should provide a potential buyer with as accurate a picture as possible of your company, in order to help them make a decision regarding an offer and valuation.

"The sales memorandum will be created by us in collaboration with you."

Businessplan, Unternehmernachfolge

Businessplan

The Business Plan is the centerpiece of the Information Memorandum and should include

  • Detailled budget on a mothly basis
  • A plan for the next two to four years.
  • Profit and loss statement, balance sheet, cash flow statement for each year.
  • Explanations of the assumptions made.
  • Analysis of the main items in the profit and loss statement and balance sheet."
Businessplan, Unternehmernachfolge

We support you with

Due Diligence, Unternehmernachfolge, Nachfolge

Preparation of the Due Diligence

Before signing a purchase agreement, an interested buyer will subject the company to a detailed Due Diligence, including:

  • Financials
  • Legals (incl. compliance)
  • Environment
  • Market
  • IT
  • ESG

We will prepare you and your company for the Due Diligence.

Vendor Due Diligence, Unternehmernachfolge, Nachfolge

Vendor Due Diligence

In the context of larger and more complex corporate transactions, conducting a vendor due diligence can be beneficial for the seller. In this case, the due diligence is commissioned and carried out by the seller's side prior to the transaction.
The benefits for the seller include:

  • Identification of potential purchase price-relevant risks.
  • Avoidance of negative surprises.
  • Optimization of the sales strategy based on the insights gained.
  • Speed-up of the sales process.

Cons:

  • Costs.

We advise you on all questions regarding a Vendor Due Diligence and organize the implementation.

Unternehmernachfolge, Nachfolge

Identification of potential buyers

  • Strategic Buyers.
  • Private Equity
  • Family Offices.

Based on

  • your preferences,
  • strategic fit,
  • synergies and
  • cultural fit!