succession consulting

 Hand over responsibility, secure the future

We support you in achieving a tax-optimized, humanly sustainable, and legally clearly structured company succession.

Business succession requires more than numbers – it requires vision and trust

Managing business succession is one of the greatest challenges for entrepreneurs and their families. It's about more than taxes and partnership agreements—it's about responsibility, life's work, family, and securing the future. Whether it's a generational change, a management buyout, or a sale, succession planning requires a balance between economic rationality and human sensitivity.

Moore TK supports you in this process as a strategic and trusted partner. We combine tax expertise, legal structural understanding, and many years of experience in designing succession solutions – with a practical, personal, and holistic approach.

Overview of our services

Individual succession planning

Analysis of the initial situation & development of tax-optimized succession strategies

Tax support for transfers and donations

Design of transfer models taking into account allowances and tax deferrals

Inheritance and gift tax optimization

Simulation of scenarios, valuation of company shares, use of exemption regulations

Choice of legal form & corporate structuring

B. Holding or family companies or foundation solutions

Communication & moderation in the family circle

Mediation & structuring for multiple generations / shareholders

Support in implementation

close coordination with notaries, lawyers & banks in the transaction process

How we work with you

Our project approach

Succession planning is a process—not a one-time step. That's why we support you through every phase—proactively, solution-oriented, and empathetically. As a tax consultancy with a strategic perspective, we offer you not only expertise but also the space for informed decisions. Our strength lies in the combination of tax optimization, structural clarity, and personal reliability.

Contact us

Viktor Apelganz
Tax Advisor, Specialist Advisor for international Tax Law
Matthias Rohr
Dipl.-Bw. (FH), Auditor, Tax Advisor
Prof. Dr. Christoph Freichel
Tax Advisor, Specialist Advisor for international Tax Law, Auditor

Vote

What our clients / partners / etc. say

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Reliable audits & compliance

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Efficient processes & digital transformation

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Special solutions for
Fund holder

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Our technologies

We are here for you!

Are you looking for more than just traditional tax advice?