Family Business & SMEs
Family businesses and small- and medium-sized enterprises (SME) form the backbone of the economy and play a decisive role in shaping the success and stability of numerous industries. Their particular strength lies in combining entrepreneurial tradition with foresight, innovative strength and flexibility. At the same time, they face their own challenges, such as succession planning, growing competitive pressure and coping with complex tax and legal frameworks.
The needs of family-owned and small- and medium-sized companies are as diverse as they are individually. Sustainable financial and tax planning, the optimization of internal structures and the early planning of corporate succession are crucial for long-term success. With a deep understanding of the specific requirements of these companies and their family character, we can develop viable strategies that consider the individual character and values of the companies.
Consulting approach
Our services for your industry
We support our clients in tax planning, optimizing their tax strategy and ensuring compliance with legal requirements. Our range of services includes designing corporate structures, advising on national and international tax issues, and providing tax support for restructurings and transactions. We also offer customized tax compliance solutions to ensure that all tax obligations are properly fulfilled.
We offer comprehensive support with payroll and financial accounting, the preparation of annual financial statements and tax returns, as well as with tax audits, always keeping an eye on industry-specific requirements and legal changes.
Here you can find → further information on Tax.
Our auditors offer comprehensive auditing services that go far beyond the audit of annual and consolidated financial statements in accordance with the German Commercial Code (HGB) and IFRS. With our audit, we ensure that decision-makers can make future-oriented decisions based on correct financial and non-financial key performance indicators. We have decades of experience in this area with SMEs and corporations and are familiar with the partnerships that are often found in SMEs. Our experienced staff ask the right questions and actively identify potential for improvement in processes. The use of state-of-the-art technologies facilitates collaboration with our clients and increases efficiency throughout the entire audit process.
Here you can find → further information on Audit.
We provide comprehensive legal advice in all relevant areas of commercial law, including corporate law, labor law and general contract law. Our experts provide support in the legal structuring, implementation and negotiation of acquisitions (both buy-side and sell-side), the design of complex contracts and the solution of in-depth legal issues. We advise family businesses and SMEs on ensuring legal compliance and support them through all phases of company formations, transformations and exit structuring’s.
Here you can find → further information on Legal.
Our advisory services include valuation services, business process optimization and advice on M&A transactions and the restructuring of business models. Our services are designed to promote the long-term competitiveness and efficiency of our clients. In doing so, we ensure that business, tax and legal requirements are considered holistically.
Here you can find → further information on Advisory.
With our valuation expertise, we offer precise valuation services that are particularly important for transactions, strategic decisions or restructuring. We help our clients determine the fair value of companies or company shares and support them with in-depth analyses and valuation models. In this context, we comment on the appropriateness of transaction prices, prepare indicative or comprehensive valuation reports and fairness opinions.
Here you can find → further information on Valuation.
In the area of FAAS, we provide support with smart financial services by developing efficient solutions for financial reporting and processes. We rely in particular on Lucanet, a software solution for managing financial data and creating reports. We also offer process optimization to improve our clients’ financial and reporting processes and increase their efficiency.
Here you can find → further information on FAAS.
In the area of IT audit, we provide comprehensive audit services that are focused on our clients’ IT infrastructure and information security. We audit IT systems, processes and controls to ensure that they operate efficiently and in compliance with regulatory requirements. Our experts identify weaknesses and support the implementation of improvements to ensure the long-term security, availability and integrity of IT systems. We also provide advice regarding compliance with data protection regulations and optimizing IT governance structures.
Here you can find → further information on IT audit.
We advise and audit your company on the basis of the current legal situation and taking into account the requirements of sustainability reporting tailored to your objectives.
- We prepare and audit sustainability reports according to EU standards, drawing on the broad industry knowledge and experience of our employees.
- We conduct an initial review and identify ESG-related risks.
- We support you in selecting and implementing suitable ESG software solutions.
In addition to providing support, auditing and advice in the area of mandatory sustainability reporting, we also support our clients with regard to voluntary reporting that is requested by individual stakeholders or in the context of the supply chain.
Here you can find → further information on Sustainability.