Company succession with PLANARIS
Shaping the future. Taking responsibility.
Business succession is more than a purely legal or tax-related act - it is an emotional turning point. Those who hand over not only pass on a company, but also history. And those who take over want to successfully build on what already exists.
Our solution approach at PLANARIS:
- Analysis of family, economic & legal situation
- Evaluation & strategy development
- Development of tax-optimised models
- Handover process & support
- Implementation under company law
Carry out company succession with PLANARIS:
Succession is a process. Together with you, we develop a clear vision, structure the tax and legal aspects with foresight and moderate the perspectives of the transferor and successor. In this way, your company remains capable of acting - and the handover is legally compliant.
- Everything from a single source
- Many years of experience with family businesses
- Understandable communication at eye level
- Structured project management
Our counselling process
- Analysis of family, economic & legal situation
- Evaluation & strategy development
- Development of tax-optimised models
- Handover process & support
- Social realisation
Your contact persons:
EDUCATION/ PREVIOUS PROFESSIONAL ACTIVITY:
- Studied economics at the Philipps University of Marburg
- Dual study programme as Diplom-Finanzwirtin (FH) at the Hessian Finance Administration in Frankfurt am Main
- Activity as tax auditor and tax investigator
- 2017 Joining PLANARIS
- 2019 Appointment as tax consultant
- Partner in the PLANARIS partnership since 2023
MAIN AREAS OF ACTIVITY:
- Advice on restructuring and succession planning
- Company valuations
- Assistance with tax audits and criminal tax proceedings
- Preparation of annual financial statements and tax declarations for clients in various sectors and legal forms
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Dr Markus Risse
Lawyer
Partner
Areas of specialisation: Corporate law, reorganisations, M&A advice
EDUCATION/ PREVIOUS PROFESSIONAL ACTIVITY:
- Studied law at the Westphalian Wilhelms University of Münster
- First state examination in law 2009
- Research assistant at the Chair of Public Law, German, European and International Tax Law (Prof Dr Ralf P. Schenke), Julius-Maximilians-Universität Würzburg (2009-2013)
- Legal clerkship at the Bamberg Higher Regional Court (2012-2014)
- Employed lawyer in the Stuttgart office of Gleiss Lutz Hootz Hirsch PartmbB Rechtsanwälte, tax advisor, work in tax consultancy practice
MAIN AREAS OF ACTIVITY:
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- Corporate transactions
- Company law
- Inheritance law and inheritance tax law
- Succession planning including foreign reference
- International inheritance cases
- Execution of wills
- Foundation and non-profit law
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Wolfgang Reinhard
Auditor, tax consultant
Specialist consultant for online retail/e-commerce (IFU/ISM gGmbH)
Management Board PLANARIS Eurotreu AG
EDUCATION/ PREVIOUS PROFESSIONAL ACTIVITY:
- Studied economics at the Philipps University of Marburg and the Georg-August University of Göttingen
- 1991 Appointment as tax consultant
- Since 1991: Partner in the PLANARIS partnership
- 1995 Appointment as auditor
- 2020 Recognised as a certified online retail/e-commerce consultant (IFU / ISM gGmbH)
MAIN AREAS OF ACTIVITY:
- Advice on corporate transactions and reorganisations
- Succession counselling
- Tax declaration and structuring advice for clients in various sectors and legal forms, in particular companies in the online trade/e-commerce, temporary employment and haulage sectors
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Succession is more than just a contract. It's about values, responsibility and trust. We create structures that last. For generations - not just for the moment.