Company handover - UBW Vienna Bernhard Wisleitner

 Evaluate best time to start planning

 Evaluate company-owner’s  goals

 Identify feasible future options

 Rough planning for the hand-over scenario and variations

 Inclusion of experts necessary (tax, law, real estate)

 Clarify goals and interests of successors

 Integration  of family-structures

 Evaluation of exigencies and qualifications

 Coaching during succession-phase  

 Compagnionship for effects on interpersonal relations

 Action-plan for upcoming changes

 Management-support to resolve or prevent

possible role-conflicts

 Design and implementation of ombudsman-services

for personal concerns