We advise entrepreneurs on the implementation of succession plans or the entry of capital partners.
ENTREPRENEURIAL SUCCESSION
The implementation of an external company succession is one of the most important and demanding projects in the life of an entrepreneur – whether it’s the founder or someone from the next generation. Majer & Co. accompanies you through this complex and often protracted process, from the first thought through to successful completion. In doing so, we ensure that you can continue to focus on your core business.
Experience. Expertise. Focus. Success.
With our specialized knowledge and decades of experience, we guide you through the challenges and specifics of a company handover to external partners. Our approach is flexible, efficient and target-oriented – it is always focused on implementing your individual wishes and goals. Our main services for an effective company succession include:
Project management and coordination
We assume responsibility for the entire project coordination. In close coordination with you and the other parties involved (e.g. management, partners, lawyers, accountants), we ensure a smooth process and clear communication.
Financial analysis and valuation
For optimal pricing, we analyse the historical and projected financial figures of your company. With the help of modern valuation methodologies, we determine a realistic company value while considering market trends and growth potential.
Transaction structure and scenario planning
We develop various transaction scenarios and show you options for the design of the sale – whether it be the purchase price structure, equity participation models or financing possibilities. In this way, we develop an optimized structure that corresponds to your goals.
Support with the creation of a business plan and the development of a convincing equity story
Based on the financial analysis, we provide support with the creation of the business plan. With a precise equity story and an appealing information memorandum, we create a solid basis to attract potential investors. In addition, we compile an anonymous short profile for initial contact with selected buyers.
Identifying and approaching buyers in a targeted way
We develop possible strategic rationales to generate interest, and search globally for prospective buyers. After consultation with you, we purposefully approach potential purchasers, ensure confidentiality and conduct initial discussions to explore interest in a transaction.
Evaluation and negotiation of offers
As soon as indicative offers are made, we evaluate them, assess the room for negotiation and provide support with renegotiations. Together, we define a strategy for the final negotiations.
Preparation and execution of due diligence
For the due diligence process, we prepare the data room, coordinate production of the necessary documents and are available to answer any questions. In this way, we ensure that potential buyers have all the information they need.
Contract design and negotiation
In cooperation with your lawyers, we design the purchase agreement and ensure that all business matters are optimally reflected from a legal and content perspective. We support you in each round of negotiations to achieve the best possible result for you.