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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We are there for you at the following locations:
FAQ
Here you will find answers to frequently asked questions about our services and processes. If you still have any questions, please do not hesitate to contact us. Contact us with us.
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.