Business Succession Consulting (Beratung Betriebsnachfolge, BN)

Business succession is a critical transition in a company's history – sound advice safeguards jobs and economic continuity. • Succession planning: Systematic preparation of company handovers over several years • Buyer matching: Targeted search and pre-qualification of potential successors • Financing advice: Structuring the purchase-price financing and securing loans • Tax and legal structuring: Optimal contract design and tax planning • Handover process management: Support throughout the critical handover phase • Employee communication: Internal and external communication strategy for continuity • Funding programmes for successors: Guidance on start-up grants and dedicated succession funding

Stember periodic table

Classification of the activity according to Stember's periodic table of economic development

67

BN

Covers advisory services for business succession, the provision of leadership-specific training and referrals to qualified candidates.

Business succession consulting addresses the most common questions that arise during the process. The term "business succession" covers the succession process itself, its prerequisites, objectives and particularities. A business succession is a complex process, and a wide range of questions comes up for both the person handing over the business and the successor.

Digitalization and AI agents

Various implementation stages, from analog realization to complete automation through AI agents.

In-person advisory meetings with entrepreneurs and potential successors. Manual documentation of succession planning steps. Passing on contacts to notaries and tax advisors. No systematic networking between those handing over their business and potential successors.

CRM-supported management of succession candidates with bilateral communication. Standardised checklists for succession processes. Documentation of every succession step and progress monitoring.

Online platform with a succession handbook and process steps. Webinars on succession law and financing. Newsletter featuring success stories of completed business successions.

Marketplace and community area where those handing over a business and potential successors exchange ideas and rate one another. First-hand reports from successfully completed successions. Forum for sector-specific succession questions.

AI agents automate all communication around business succession: • Succession readiness agent: Analyses company profiles and recommends how ready they are for succession • Candidate scouting agent: Identifies and contacts potential successors that fit the type of company • Process navigator agent: Guides those handing over their business through every succession step with checklists and deadlines • Financing optimiser agent: Recommends optimal financing structures and funding options • Legal update agent: Reports on relevant legal and tax changes affecting the succession process

Implementation with LoftOS

Description of how LoftOS supports the implementation of the activity

• Digital succession marketplace: Owners handing over their business and potential successors connect in a targeted way. (Organizations, Search, Matchmaking) • Process management dashboard: Structured tracking of all succession projects with status and milestones. (Pipelines) • Automated candidate qualification: AI-supported pre-selection of potential successors. (Forms, Matchmaking) • Peer exchange in communities: Owners and successors share process experience and best practices. (Groups, Feed, Chat) • Succession scenario simulation: Tools for financing calculations and scenario planning. (Widgets) • AI agent builder (FELSER 5.0): Automates readiness analysis, candidate scouting, process navigation and financing optimisation for smooth handovers.

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