Financial Planning and Pension Council: Steps to Prepare for a Successful Business Transition

2. Analysis and planning

During this step, we define your goals and together create a personalized road map with concrete steps. This includes making the necessary adjustments to make the transition work best for your business, your successor and your personal financial security.

Your corporate discount expert will give you options to increase the value of your company and make it an attractive purchase. If you wish, we will coordinate compliance discussions with your family and/or employees. We can also help you find external buyers through our network.

As part of a financial planning and a pension council comprehensive, our experts answer all your questions about pension planning, taxation and estate law.

3. Preparation

Now is the time to implement the roadmap. For example:

• You implement the steps that come from your personal financial planning so that you can maintain your current standard of living in retirement, once the sale is completed. to do

• The successor acquires knowledge, completes the necessary training and begins the first financing discussions with the bank.

• The company prepares for the transition, for example by modernizing processes, increasing profitability or selling non-core assets such as redundant buildings.

Your financial coach will help you structure all your wealth, while your corporate payment specialist will support you through new discussions with family members or employees, as well as implementing your road map.

If necessary, we redirect you to experts in our ecosystem. This way, your business will be ready on the scheduled date.