We provide support for all M&A related issues, from dossier preparation to finding potential partners, from establishing contact to conducting due diligence, from negotiation through to final signature.
We specialise in supporting succession planning and in finding, and negotiating with, suitably qualified buyers.
We act as a general contractor who, thanks to its network, is your competent partner for all issues that arise in the context of such a process. Compass has interdisciplinary knowledge of corporate succession in all central areas.
Thus we are able to address your succession planning issues, from company evaluation to tax and legal questions. Our network of tax advisors, lawyers and corporate finance experts provides bespoke support as required. A typical consultancy period lasts around 12-18 months.
Get in touchWe provide support for all M&A related issues, from dossier preparation to finding potential partners, from establishing contact to conducting due diligence, from negotiation through to final signature.
• Kick-Off-Meeting
• Information gathering
• Sale Ability assessment
• Creating a blind profile
• Creating an Information Memorandum (CIM)
• Company evaluation
• Internal price setting
• Addressing shortlisted contacts
• Securing confidentiality agreements
• Setting up initial meetings
• Disclosing Information Memorandum
• Obtaining Letter of intent
• Setting negotiating strategy
• Negotiation meetings
• Negotiating key points and including them in the terms sheet
• Due diligence coordination
• Structuring of transaction from legal and tax point of view
• Further negotiations
• Editing of purchase agreement
• Signing / Closing
The art of planning consists of anticipating difficulties.
Succession planning can cause many business owners sleepless nights. Family, stakeholders and potential conflicts of interest can all have an influence on this crucial but sensitive issue.
How can I preserve my legacy , treat descendants equally and not leave the Spouse or partner in the lurch?
Taking an interdisciplinary approach, Compass can help you deal with the various aspects of tax, inheritance and company law. We help you answer questions such as:
Assessment and familiarisation
• Detailed analysis
• Checking and drawing up succession options
• Decision in principal
• Succession planning
• Implementing Capability for succession
Implementing succession Planning (operational and ownership)
DSuccession planning is an investment in the future. That's why it needs to be commenced as early as possible.
Being supported by industry experts, and having a sufficiently wide planning horizon, will increase your chances of planning a successful succession. We recommend getting to grips with your succession plan at least seven years in advance.
You are warmly invited to join one of our succession workshops to discuss the issues involved and to analyse your personal IST situation.