Succession planning and M&A
Capital Advisory supports entrepreneurs during the complex and time-consuming succession planning process and provides advisory services for all types of corporate transactions. We offer customized assistance and continuously support you along your personal and corporate journey. Our expertise covers all stages of the succession process:
- Fundamental assessment of your situation
- Evaluation and selection of successor types
- Process preparation and execution
We holistically evaluate your personal situation and support you in the decision-making process around the key areas of ownership, management, and wealth allocation, which altogether define the ideal succession solution.
Additionally, we provide expert advice on mergers & acquisitions, business plan valuations, and defense strategies. Our broad access to investors, including strategic buyers and sellers, private equity funds, and private investors, forms the basis for the successful identification of suitable targets and execution of your projects.