Generational Transition

In times of generational transitions in a business, both the future success and the security of the older generation are at stake. Our experienced guidance ensures a balanced transition that safeguards the continuity of the business and the financial needs of the older generation.

When the older generation steps aside and the younger takes over, numerous questions arise. Often, virtually all the wealth is tied up in the company.

During a generational transition, fairness isn't primarily about everyone having exactly the same share of every part. Instead, you should focus on the survival of the business and the continued livelihood of the older generation. There are many pitfalls and traps here. Passive and active partners often have different goals and cannot always cooperate effectively. There are several factors to consider. Should there be pension provisions? Should the older generation retain some? Should they be employed at all?

We have extensive experience with generational transitions and can ensure that you find a solution you are satisfied with.

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