Succession and Transfer

Handovers within the family

Family run companies in which the next generation already holds responsibility and the transfer of shares is due.

The occasion

Where a son or daughter already represents the company alongside the founding generation, the change of generation has begun. In these businesses the question is seldom whether, and usually how: gift or inheritance, timing, valuation, structuring of the shareholding.

The pending reform of the tax relief for business assets lends this question an urgency that many families recognise late. Anyone who transfers today does so under conditions that may no longer apply tomorrow. Every gift of shares also requires a robust business valuation.

Who works with this list

  • Tax advisory firms specialising in business succession
  • Business valuation experts
  • Notaries and corporate law firms
  • Family office advisers
  • Private banks and wealth managers

What each row contains

Company Legal form Street Postcode City Federal state Industry Register court Register number Incorporated Share capital Management Oldest member of management Year of birth Age Website Telephone Next generation Distance (km)

The report on this theme

The generational question in the German Mittelstand. How old the management of German companies is, where the handover is most pressing and in which businesses a next generation is already in place.

Further themes in this field.