Company succession – When do I need an M&A advisor?
Company succession – When do I need an M&A advisor?
At BLOK Management, we are aware of the challenges that companies and their shareholders face when it comes to company succession. The decision to pass on or take over a business is one of the most important and complex phases in the life of a company. In this article, we look at why you might need the expertise of an M&A advisor in this situation.
What are the decisive steps in company succession?
The key steps in business succession include strategic planning and preparation, identification of potential buyers or sellers, business valuation, negotiation, risk management and due diligence and, once implemented, integration. At BLOK Management, we offer comprehensive support in these areas to ensure that the succession process runs smoothly and successfully. 1. strategic planning and preparation
Successful company succession requires careful strategic planning. As experienced M&A advisors, we support you in defining your goals and developing a clear succession strategy. We help you to identify potential obstacles and take measures to overcome them. Our team brings extensive expertise in business succession planning and preparation to ensure that the process runs smoothly. We are already in consultation with our clients up to 12 months before the start of the sale process. 2. identification of potential buyers or sellers
Whether you are selling or acquiring a business, identifying potential partners is crucial. Our M&A experts have a broad national and international network as well as extensive resources and databases to find suitable buyers or sellers. We conduct thorough market research to identify potential partners that meet your requirements and objectives. 3. company valuation
The correct valuation of a company is a critical step in any M&A process. Our experts at BLOK Management are experienced in conducting comprehensive business valuations. We take into account various valuation methods (multiple method, DCF, LBO, etc.), financial ratios and market value to ensure that you pay or receive the right price for your company. 4. negotiation management
Negotiation management is another important aspect of company succession. We have extensive experience in drafting contracts and negotiations to ensure that your interests are protected. We specialize in negotiating the best terms for our clients, be it in terms of sale price, financing or other contractual details. 5. risk management and due diligence
Our M&A advisors support you in minimizing risk and conducting comprehensive due diligence. We help you to identify potential risks and problems at an early stage in order to avoid unpleasant surprises later on in the succession process. 6. integration and implementation
The successful integration of an acquired company or a smooth handover requires careful planning and implementation. At BLOK Management, we also support you in this phase and help you to make the transition as efficient as possible.
At what point should you consult an M&A advisor?
The question of the best time to consult an M&A advisor is crucial to the success of your company succession. To avoid confusion and make the process as smooth as possible, we recommend considering expert support early on. Here are some pointers to help you determine the right time:
From what company size does M&A consulting make sense for a company succession?
The decision as to whether M&A advice makes sense in the context of company succession does not necessarily depend on the size of the company, but on the complexity of the project and the individual objectives. Nevertheless, we can provide some general guidelines:
Overall, it is important to emphasize that the size of the company is not the sole criterion for deciding whether M&A advice is required for company succession. Rather, the focus should be on the individual circumstances and objectives of the company. At BLOK Management, we are available to assess your specific situation and provide you with customized advice, regardless of the size of your business.
Company succession – Our top 10 criteria
In summary, business succession is a complex and multi-faceted process that typically takes between 7-12 months to complete. An experienced M&A advisor should always help to simplify this process, minimize risk and ensure that your objectives are met. At BLOK Management, we specialize in helping companies make a successful transition, whether through sale or acquisition. Contact us for an initial consultation to find out more about our services and how we can help you with your business succession.
We are happy to advise you

Marcel Brix
Managing Director | BLOK Management GmbH

Oliver Kolb
Managing Director | BLOK Management GmbH
Further insights
Category: Deals
Published on 6. November 2024