FINVIA

Online Masterclass: Advisos & FINVIA

Company succession options & investment strategies

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24.10.2023 17:00

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Online

Lecture: Options for company succession

Choosing the right succession option is crucial for securing the value of the company, its continued existence and the preservation of jobs. After all, your life's work, the trust and the fate of many employees, as well as your own retirement provision and that of your family are at stake.

  • What options are there for company succession?
  • Should the company remain in the family or with the employees?
  • Which potential buyers might be interested in my company?
  • What role do I want to play in the company after the handover?
  • Which of these succession options are specifically suitable for my company?

Lecture: Investment strategies

Exiting a company that is in a good financial position can lead to considerable financial gain for an entrepreneur - but it can also be a challenge. The entrepreneur should address the following questions at an early stage:

  • What should happen to the realized wealth after the exit?
  • How do you manage the sales proceeds correctly and, above all, sustainably?
  • How do I keep track of my entire wealth?
  • Who can provide me and my descendants with long-term, independent and trustworthy support?

THE SPEAKERS

Reinhard Panse

Reinhard Panse

Chief Investment Officer, Co-Founder FINVIA
Dr. Michal Dallos

Dr. Michal Dallos

Partner Advisos
Dr. Horst Friedrich

Dr. Horst Friedrich

Partner Advisos
Christian Neuhaus

Christian Neuhaus

Chief Client Officer, Co-Founder FINVIA
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