Succession Guide
Step by step: how to hand over your life’s work in an orderly way.
Succession Guide
A concrete roadmap for the orderly handover of your life’s work — with seven fillable worksheets.
- 30 pages, 8 chapters — from taking stock to the handover phase
- All four routes weighed: family internal, MBO/MBI, sale, investor
- Seven fillable worksheets — readiness check, timeline, decision matrix and more
- The twelve most common pitfalls and how to avoid them
Who it is for.
Owners of mid-sized companies who want to put their succession in order over the coming years — whether a family-internal handover, a sale to management (MBO/MBI), an external sale or an investor entry. Anyone still undecided whether a sale is the right route will also find a measured basis here.
Tax advisers, lawyers and banks who support owners through this process will also find the guide useful.
What you receive.
A 30-page digital PDF in eight chapters: from taking stock, through personal preparation, the four routes of handover and making the company ready for transfer, to value, price, financing, the six-phase process and the twelve most common pitfalls.
Together with seven fillable worksheets that turn the reading into a dated roadmap, plus a glossary of the key terms.
Frequently asked questions.
In what format do I receive the guide?
As a digital PDF. The download begins immediately after payment; we also send the PDF and the invoice by email. The seven worksheets can be filled in on screen or printed out.
Do I need prior commercial knowledge?
No. The guide walks you through the process step by step; technical terms such as LOI, SPA, earn-out or MBO/MBI are explained and summarised in a glossary.
Does the guide replace professional advice?
No. It provides orientation, structure and helps prepare decisions. It does not replace legal, tax or transaction advice under mandate — at the decisive points it explicitly refers to the right contacts.
Looking for concrete, individual support? An overview of our services can be found under Business succession and Selling a company.