TransActum360
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Your client stays your client.

For fiduciaries, lawyers, banks and M&A advisors: we run the succession process, you keep your mandate.

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Who does what.

  • Your clientdecides
  • Youadvise, as today
  • TransActum360runs the process

Your part, in one plan.

Every advisor in one sequence, run by us on TEOS. Take your seat.

The plan

Example, fictitious company
  1. Diagnosis: where the company standsMonth 1TransActum360
  2. The plan, approvedMonth 1Owner
  3. Three years of accounts, normalisedMonth 2FiduciaryReady for you: the plan, the open questions, the owner’s go-ahead
  4. Structure and key contracts reviewedMonth 2LawyerReady for you: the diagnosis, the list of contracts
  5. Valuation range, first buyersMonth 3M&A advisorReady for you: the owner’s goals, the normalised accounts
  6. Financing for the successorMonth 4BankReady for you: the successor’s file, the valuation range
  7. Sale agreement draftedMonth 5LawyerReady for you: the agreed terms, the buyer’s comments
  8. Tax position at closingMonth 6FiduciaryReady for you: the final structure, the dates
  9. SigningMonth 6Owner

Every step prepared and followed up by TransActum360.

No more chasing.

Each ask reaches you prepared, and on time.

What stays yours.

We never take over a client, a mandate or your work.

An advisor goes through a report with a client

Your client.

The relationship stays yours, from the first call to the handover.

A contract and a pen on a quiet desk

Your advice.

We give no tax, legal or financing advice. That work stays yours.

Accounts, a calculator and a notebook on a wooden desk

Your fees.

You bill your work.

Two ways to work with us.

One client at a time, or TEOS in your firm.

Bring us one client.

Start with one client and one conversation. Your mandate stays as it is.

How it starts
  1. 1A free, confidential 30-minute call
  2. 2If the owner agrees, the diagnosis or the Sprint
  3. 3Your part named in the plan, with a deadline
Discuss a client

Run your clients on TEOS.

For advisors and firms: every client, every stage, every decision brief, in one place.

See TEOS Discuss a partnership

Discuss a client’s succession.

A free, confidential 30-minute call with Reinhard Voelkel.

Book a free call