Supply in the company

The example of company succession illustrates the complexity of the task and the need to have access to a strong network. Recommendation and steps to be taken are as individual as you and your company.


Generation change or company succession


inheritance tax payment

early settlement / donation

settlement of liabilities


In addition to entrepreneurial and executive pension plans, the central topic is usually the successful and tax-optimized introduction of a company pension plan.


Company pension scheme


Review of the chosen implementation method:

labor problems

liquidity effect

balance sheet risks


Insolvency protection of existing pension commitments and review of reinsurance policies

  • securing personal claims in the event of the company's insolvency
  • sufficient security for pledged pensions

Construction, purchase, expansion of company buildings


demand-oriented object financing
smooth processing
attractive conditions and tax optimization