Family Business

Innovation is key to remaining competitive in a constantly changing market. We support family businesses in developing and implementing sustainable growth strategies. In doing so, we identify opportunities and address risks at an early stage.

Our experts support you in the complex aspects of a transaction or restructuring—from strategy development to successful implementation and strategic digitalization:

• Identification of new business areas
• Optimization of existing structures
• Support for national and international expansion

Access to capital is essential for supporting growth initiatives without losing control of the company and maintaining independence. Our goal is to ensure the financial stability and flexibility of your company and to make the most of growth opportunities.

We provide support in:

• Developing an optimal financing structure
• Assisting in the selection of suitable financing models
• Tapping into new sources of capital

Efficient management is the foundation of long-term business success. The basis for this is provided by company data from accounting and financial reporting, budgeting, cost accounting and controlling, and payroll accounting. We cover all these areas comprehensively, ensure compliance with legal requirements, and confirm this as part of the audit:

• Holistic support from strategy development to operationalization, creation of management and control systems
• Development of IT architecture & data strategy
• Data source analysis and efficient data management
• Workload reduction through the use of AI

Family businesses need to be protected against internal and external challenges, and corporate values must be safeguarded in the long term. KPMG provides support in identifying and managing risks, as well as in establishing and developing effective risk management systems.

Our services include:

• Compliance and governance checks
• Identification of economic and (financial criminal) legal risks
• Process optimization
• Implementation of internal control systems and tax control systems

The transfer of family businesses requires careful planning. Striking a balance between tradition and innovation is one of the biggest challenges for family businesses. Open and clear communication between all parties involved and a structured transfer process create trust and ensure the best solution for both the transferor and the transferee.

Our experts support you with:

• Process support and moderation, taking into account all legal, tax, and business aspects
• Development of a schedule and roadmap, and support during implementation

By considering the planning, management, and growth of the entrepreneurial family's assets, we ensure the financial independence of the entrepreneurial family and guarantee the continuity and future of the family business. Our estate planning comprehensively covers all aspects of this area:

• Asset structuring
• Tax optimization of investments (real estate, securities, funds)
• Establishment and optimization of foundation solutions
• Support for employees and charitable initiatives