We support owner families, family businesses and family-affiliated investment companies in questions of transparency regarding assets tied up in the family business, company shareholdings and in other asset classes. With our consulting services, we offer a professional basis for discussion and decision-making on owner-strategic, company-strategic and asset-strategic issues.

Transfer of shares in family businesses within the family

• Owner-strategic discussion of a suitable distribution of shareholdings among individual family members and family tribes
• Valuation of shareholdings, particularly considering internal family regulations on valuation
• Matters with regards to the financing of share transfers within the family (financing components, time stretching, etc.)

Transfer of (minority as well as majority) shareholdings in family businesses to other entrepreneurial families

• Valuation of shareholdings
• Support in the selection of potential family equity investors from wealth-investing families

Onboarding Seminar Managing Director Family Office

We accompany members of an owner family or Managing Directors of a family office during a one-day onboarding seminar based on our conferencing with owner families and family offices on the following topics

• Relationships and regulations between family offices and families
• Supervisory law, tax law and tax structure organization of a family office
• Practical experience from the establishment and management of a family office

Corporate acquisition and sale

• Assumption of the holistic project management of company acquisition and sale processes
• Selection of investment opportunities from our network of family businesses and family office
• Identification of potential co-investors and investors from our network of German owner families, family business, family offices, family holding companies and family foundations
• Company valuation
• Financial and tax due diligence

Jörg Hueber

Jörg Hueber has been advising business families, family businesses and single-family offices on financial issues for more than 20 years and can draw on a broad range of experience in the areas of shareholder remuneration, investment valuation, financial due diligence and the purchase and sale of equity holdings. His distinct understanding of the business processes in family businesses, on the one hand, and the special relationship between family and business, on the other hand, helps him strike a balance between the interests of all family members in consulting processes.

Isabel Wessel

Isabel Wessel is a member of PETER MAY Family Office Service GmbH & Co. KG in Hamburg. She advises entrepreneurial families, family business and single offices on financial issues with regards to the adequacy of shareholder compensation, asset allocation within entrepreneurial families, financial valuations, financial due diligence and the identification of investment prospects. Other key focus areas revolve around the allocation and transfer of business assets and responsibilities from one generation to the next in order to guarantee a smooth transition in terms of both business and family matters at hand.

Madleen Buchar

Madleen Buchar is a member of PETER MAY Family Office Service GmbH & Co. KG in Hamburg. The key focus of her work relates to financial issues surrounding the organization of company transactions and financial valuations, particularly with regards to the transfer of shares amongst family members and family branches. Madleen Buchar additionally assists her clients in identifying corporate investment prospects and supports them along the corresponding implementation process.

Dr. Matthias Händle

Matthias Händle is the business owner within the PETER MAY Family Business Consulting team. After many successful years at the helm of his in-laws’ family business, he decided after its sale that he would like to pass on the skills and experience he had acquired to other family business owners in the future. As a sparring partner, coach and advisory board member, Matthias Händle knows exactly what he’s talking about, from finding the right owner strategy to preparing for or adapting to a new role.

Gemälde: Janus Hochgesand