Know-how-transfer

Use our experience to make things better

Company succession

The succession of a company is much more than a purely economic process - it is a significant step for the future of your life's work. Between tax law, articles of association and family interests, it requires not only specialist knowledge, but also a sure instinct.

We accompany you on this path - with the aim of securing your company in the long term and at the same time integrating family, legal and tax aspects into a sustainable overall concept. Our strength lies in the combination of entrepreneurial perspective and personal understanding. Whether it's a family-internal handover, management buy-out or sale - together we will find the right solution.


We can advise you on the following topics, among others:

  • Development of tax-optimized succession and handover concepts
  • Coordination with legal advisors regarding inheritance and family law and the corresponding partnership agreements
  • Company valuations for sound decision-making
  • Transfer of assets during lifetime
  • Organization of pension provision and financial security

We are ready for the next step:

Healthcare professions in transition

As a doctor, dentist or pharmacist, you serve your patients every day - and at the same time face increasingly complex business, tax and legal challenges. Your practice is not only a place of healing, but also a company that needs to be managed strategically.

We accompany you on this path - individually, holistically and with a deep understanding of the specifics of your profession. Whether it's setting up a practice, ongoing tax advice or handing over your practice: with our specialized team for healthcare professions and decades of experience in the healthcare sector, we create space for what's really important to you - your patients.


Our services:

  • Advice on setting up a practice, cooperation and establishment
  • Ongoing tax and business management support
  • Practice valuations and succession solutions
  • Support with the digitalization of practice processes
  • Mediation in the event of conflicts within a team or among shareholders
  • Specialized support for MVZs, professional practice groups and pharmacies
  • Our own competence team for dentistry with many years of industry experience.

Your professionals for healthcare professions:

Katrin Schmitt

Teamleiterin Ärzteberatung
Steuerberaterin
Kontakt