We assist you with your company’s succession planning

Taking good, forward-looking steps to plan their company’s succession is one of the most important tasks in the life of an entrepreneur – second only to starting up their business in the first place. About half of all company transfers are made to persons outside the family, owing to a lack of successors in the family. Timely planning is therefore crucial to ensure a smooth company handover.

Our experts at LeitnerLeitner support you and your family business in all aspects of corporate succession, regardless of whether you are planning to pass it on to a family member or to an external successor. We develop sustainable, optimal solutions to help you make the right decisions – for today and for the next generation.

Our services:

  • Interdisciplinary preparation of legal and fiscal frameworks

  • Consideration of soft facts with intergenerational social competence

  • Implementation of sustainable solutions while avoiding conflicts

  • Valuation of your company or your company shares

  • Best possible legal and fiscal conditions for the transfer of business ownership

  • Tax optimization for successors and outgoing owners

  • Development of ironclad succession agreements

  • Employee shares

  • Support during sale of your company (planning, structuring, due diligence, contract negotiations)

  • Estate planning

  • Foundations

  • Family business governance (family constitution, family values, advisory boards, moral considerations, etc)

Your Experts

Roman Leitner

Auditor | Tax Advisor | Partner | honorary professor at the University of Graz

Maria Schlagnitweit

Auditor | Tax Advisor | Partner

Michael Kern

Tax Advisor | Partner

Martin Mang

Auditor | Tax Advisor | Partner

Lothar Egger

Tax Advisor | Partner