Taking over a business. Financing the purchase and the restart together.
Additional investments, transition costs, and working capital may be required for the takeover. The planning must demonstrate how the acquired business will operate economically after the purchase and how the financing will be sustained.
Daniel Schäfer & the X-Group teamPersonal support with planning, funding, and financing ↗
Understand the current situation. Plan for changes.
For buyers, successors, and prospective partners who wish to take over or buy into an existing business.
What figures are actually available?
Request annual financial statements, current reports, and information on recurring revenues, customers, and obligations.
What changes after the handover?
New entrepreneur’s salary, financing, rent, staff, or investments may cause future figures to differ from previous results.
How will the total funding requirement be covered?
Plan for the purchase price, incidental costs, necessary investments, and liquidity. Compare these with your available own and external funds.
You can bring the following.
- Company profile and purchase price expectations
- Annual financial statements, current business evaluations, and information on existing contracts
- Investment requirements and draft handover schedule
- Own funds and previous financing discussions
We will work on this with you.
- Prepare capital requirements and financial starting position
- Create a plan for the period after the takeover
- Assess financing options and funding routes
- Prepare documents and questions for the bank and relevant legal/tax advisors
This is our approach.
- 01
Understand the business
Record key figures and the subject of the takeover.
- 02
Assess the purchase price
Compile purchase price documents, inventory, and investment requirements.
- 03
Calculate the transition
Plan liquidity and changes after the takeover.
- 04
Prepare financing
Coordinate sources of funds and required documents.
Frequently asked questions
Is the seller’s profit sufficient as evidence?
Not on its own. After the purchase, costs, withdrawals, financing, and investment requirements may change. These changes must be included in the planning.
Do you also support business valuation?
Business valuation, takeover planning, and financing are part of the existing range of services. The specific scope will be agreed upon.
Which funding programmes are suitable?
This depends, among other things, on the project, company size, and location. A programme review only follows a concrete assessment of the current situation.
What does working together cost?
The initial consultation is free of charge. For further services, scope and costs are agreed before engagement. Whether funding is possible depends on your case and the necessary approval.
What happens after I submit my enquiry?
In the financing check, you describe your current situation. In a personal discussion, outstanding points and the required documents are clarified. Afterwards, it can be determined which work is appropriate.
Can I start with incomplete documents?
Yes. Bring any drafts you have and a list of your open questions. Missing information and assumptions will be explicitly identified and added as the process continues.
Further professional sources: IHK: Documents for business acquisition
Let’s clarify your next step.
Describe your project in the financing check or book a free initial consultation directly.
