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Know what you take over.

The owner chooses a successor. Saying yes is yours: see the company as it really stands first.

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Before you say yes.

  • What runs on the owner
  • The figures
  • The people
  • The contracts
  • Debts and guarantees
  • The owner afterwards

Open every drawer.

Six questions to settle before you commit.

What still depends on the owner, and for how long?

What it tells you

How much of the company stays when the owner steps back.

Do the figures hold when a bank reads them?

What it tells you

What the company can carry, and what you can finance.

Who stays, and who leaves with the owner?

What it tells you

Which relationships come with the company, and which you have to win.

Which contracts rest on the owner’s name?

What it tells you

What passes to you as it is, and what must be signed again.

What does the company owe, and who signed for it?

What it tells you

Whether a personal guarantee would become yours.

What role will the owner keep, and who has the last word?

What it tells you

Who decides, the day after you take over.

Who decides what.

Three roles, kept apart from the first call.

The owner chooses.

To whom the company goes, on what terms (a gift, a sale or both), and how other heirs are treated.

You decide.

Whether you take it on, and when you say yes.

We lead the process.

Mandated by the owner or the company, neutral between you. What we find is shared with you as the owner decides.

Not yet is an answer too.

The answer is yours. Give it once you know what you would take over.

Ask before you sign.

A free, confidential 30-minute call with Reinhard Voelkel. It commits you to nothing.

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