Taxes & Trusts

1. Building your Business

Whether it’s a start-up, company expansion, management buy-out or buy-in – there are a host of tasks involved in creating a new company or company activity that we can support you with. These include:

• Critically analyzing your new business idea
• Structuring its business model for success
• Determining profit potential and financing requirements
• Providing contacts to financial partners
• Support for the process through financial consulting

Prof. Dr. Rainer Völker

Specialist for corporate financial management

2. Financing Expansion

What needs to be done, if it doesn’t make sense to finance expansion and company growth through a classic bank loan, or it’s just not possible?

• Prospects for financing the company
• The need for financial resources to secure liquidity
• The need for financing; and requirements for internal or external capital
• Alternative models of raising capital
• Support in financing, and in securing liquidity

Osama Rifai

Partner SGIMC
NVBS specialist

3. Increasing Assets

The assets of a company owner usually increase in steps. By company profits that do not need to be paid-out. By sustainable, profitable growth. By increasing company value. Important topics affecting this process include:

• Increasing EBIT, cash-flow and company value
• Multiplying company assets
• Having the right dividend and pay-out policy
• Separating company and private assets from each other to avoid risks
• Turning company assets into private assets

Günther Pipp, Dr.oec.HSG

Specialist in our program for increasing profitability and company value

4. Securing Assets & passing them on

Companies that have been successful over many years, often possess large financial reserves – stock investments, shares in other companies, substantial liquid assets, real estate, art etc. Besides managing all these assets, the question of company succession becomes an important subject sooner or later as well:

• Optimal structuring of company assets
• Professional consulting for company asset management
• Preparing for long-term succession
• Shareholder participation in selling the company, during a management buy-out or other forms of company succession.

Dr. Ulrich v. Bassewitz

Partner SGIMC
Specialist for Succession

Florian J. Süss

Managing Partner NVBS
Asset Management

INTEGRATED ASSET MANAGEMENT OF COMPANIES AND COMPANY OWNERS

Professor Claus Gerberich is a company owner himself.
He has built new businesses, inherited a business and expanded it, led a company, increased its value and sold it. He has been on the Board of Directors of major companies like Adidas. He has been a consultant for companies, company owners and their families, for years.

He expertise is in demand internationally because he knows that the assets of a company, and the assets of the company owner and his family, are bound closely together. These assets need to be professionally managed within a framework of integrated investment consulting.

Claus Gerberich, Prof. Dr.

Specialist for family-owned companies, value enhancement and value realization