Company succession planning: Strategy for effective succession planning

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SZ-Siegel Innovative Unternehmen 2025

How can you benefit from our consultancy services in connection with succession planning?

No standard solutions

Irrespective of your company’s legal structure (AG, GmbH or other type of company), you can rely on our expertise to develop a legally compliant and individual tax-optimizing concept that is tailored to your needs. In doing so, we will consider your specific circumstances rather than pulling a ready-made concept off the shelf.

No dubious tax havens abroad

Transparency and sustainability are highly significant when we structure tax concepts. We only work with German and European legal company structures and avoid dubious tax havens in the rest of the world. By focusing on reliable and legally sound structures, we ensure that your tax affairs are based on solid foundations.

Full cost and price transparency

We provide you with a quote of the costs directly associated with our services as well as a transparent list of the costs incurred in connection with lawyers, notaries, the local court, taxes and other relevant factors. This way you have a clear idea of the overall costs right from the start and can organize your financial planning accordingly.

Our consultancy services in connection with succession planning

Reduce tax burden upon disposal to 1.5% and less

Thanks to our concepts, a disposal of your company will carry an impressively low tax rate of a mere 1.5% or even less, saving you and your family and successors thousands of euros.

Succession to specific rights under corporate law

As part of our consultations on succession planning we also offer specialist support for succession to specific rights under corporate law. This includes precise legal structuring and implementation of succession arrangements that go beyond the usual provisions under corporate law.

Choose the best legal form for your succession

In the field of corporate law, there are more than 30 legal forms to choose from when planning the succession of your company. By carefully considering the various options we are able to develop a strategy that takes your interests into account in the best possible way.

We do not offer the following services

Providing answers to individual unrelated questions in relation to succession planning

As experts we are well equipped to find answers to all the tax-related questions in connection with your succession. However, in order to find answers for simple questions in relation to tax law, we recommend you find a tax consultant with lower hourly rates.

We do not accept companies with low profit or real estate portfolios below a certain threshold as clients

Our consultancy does not address

  • companies with annual profit of less than EUR 500,000
  • persons with a gross annual income of less than EUR 1 million
  • persons/companies with real estate portfolios of less than EUR 10 million.

Our highly specialized range of services is targeted at companies and persons with complex financial structures and highly specific requirements.

Company succession planning: Case study

Situation at the outset

A-GmbH generated a profit of EUR 2.2 million.

What is the objective?

The main objective of the two managing directors was to reduce the high tax burden.

How did we solve the issue?

We set up a two-tiered GmbH structure by “copying” the existing company into a holding GmbH and a subsidiary, also a GmbH. Subsequently, we converted the internally generated goodwill into a one-time write-off.

What advantages does this have?

Effective tax rate of 1.5%

After this strategic transformation, the profit of the GmbH will be taxed at an effective rate of 1.5% over the next 7 years.

No high one-off taxation

The transformation into a two-tiered GmbH structure enabled the write-off of the internally generated goodwill thus avoiding the high one-time tax burden without the company being forced to invest.

Tax savings worth millions

This led to tax savings of EUR 5 million.

Erfolgsbeispiel: Steuerberater Umwandlung - Infografik

Common questions regarding Thomas Breit Tax Services

My consulting services are billed by the hour (Thomas Breit: EUR 580 net/hour, employee: EUR 380 net/hour). The analysis and your objectives will determine which concept is the best fit for your needs. The total cost of implementing this chosen concept will depend on the actual amount of time needed for the implementation. An advance of EUR 20,000 plus statutory VAT is payable when the order is placed (equivalent to the minimum fee). This advance is enough to finance the smallest project. A cost-benefit analysis always comes before concept and implementation.

My fees are generally financed by the tax savings you achieve. The return on investment is between six months and no more than two years.

Additional costs may be incurred for court fees, notary costs and an expert for corporate law, depending on the project.

We can of course work together with your usual partners. Should you need experts, we have a good network of corporate law experts and notaries.

No, we only work on a project basis. We do not offer any financial or payroll accounting as we are highly specialized. In some cases, however, it makes sense for us to prepare your annual financial statements incl. tax returns for the years around the restructuring. We will then return these tasks to your tax consultant and draw attention to the particulars.

No, never. 3,500 cases in 23 years – no slip ups.

Developing a concept can take between three and eighteen months, depending on the project. In rare cases, it may take as many as three years to implement a concept.

Yes and no. We are basically able to answer any questions concerning tax law. However, many of these questions can be answered just as well by other tax consultants with lower hourly rates, which is why we recommend you retain your usual tax consultant for such questions.

My expertise covers every legal aspect of civil law, such as private law, company law, commercial law, international tax law, inheritance law and much more. In a way, you can compare it to a general practitioner who knows about the heart but is not able to perform heart surgery. I am the cardiologist among tax consultants and my specialty lies in providing comprehensive advice that goes beyond tax law itself.

How you benefit from working with Thomas Breit Tax Services

With Thomas Breit Tax Consulting, you receive legally binding tax office information, interdisciplinary expertise from 23 years of experience, and customized, future-proof tax concepts—legally compliant and based on German and European legal forms.

Legally binding statements by the tax authorities form the basis of decision-making

Our tax consultancy office can obtain a legally binding statement from the tax authorities on your behalf. With our help you can rest assured that your tax affairs are handled in compliance with the applicable legal provisions.

Experience and expertise

23 years of experience, including 17 years as a certified tax consultant and more than 3,500 successful cases, give me the expertise to optimally structure your individual tax situation and advise you on your succession planning.

Comprehensive advice

By combining several legal fields like tax law, corporate law, trade law, inheritance law, family law, law of obligations and many more I draw up customized concepts that are legally sound and tailored to exactly fit your personal needs.

Focus on German and European legal corporate structures

I work exclusively with German and European legal entities that are subject to taxation in Germany in order to ensure that we can optimally use the tax advantages and opportunities that these legal structures offer.

Flexible and future-proof

My models are highly flexible and can be easily adapted to accommodate any changes that might occur in the future. They are infallible and guarantee that your tax and legal matters are safe and in order for years to come.

What clients say about us

Our clients value our exceptional expertise and tailor-made solutions. See for yourself how successful entrepreneurs have benefited from our tax consulting services.

Sönke Pickenpack

I have been working with Mr. Thomas Breit for years out of conviction.

Mr. Breit has far-reaching knowledge of tax laws, so that I always feel that I am in the best hands. He always answers any questions I have in connection with taxes. His office is extremely well organized and quite innovative. Full marks!

Christian Behrens

There are very few tax firms that are so outstanding and so impressive.

In my opinion, it is impossible to find anyone who can match the quality, passion and energy of Thomas and his team – not even close. Thomas has a rare and indescribable gift and we are overjoyed to have found him.

Stephan Witte
Managing director, Savitor GmbH

As the managing director of Savitor GmbH, I spent a long time looking for a solution to the challenges we were facing and came to Thomas Breit via referral.

From day one, Mr. Breit left a competent & binding impression and was quick to approach the task professionally. The result is exactly the solution we wanted – thank you very much!

Peter Maurer

Mr. Breit attaches great importance to finding the optimal structure that is easy to implement on a daily basis, so that he really does stand out from the crowd of “tax administrators”. His proposals are highly sophisticated and thought through to the last little detail.

He succeeds in realizing concepts that last for years because he thinks out of the box. We clearly recommend Thomas Breit as a tax consultant.

Jörg Holst
Owner, Bäckerei Jörn Holste GmbH

Thomas Breit and his tax office really helped our company – Bäckerei Jörn Holste GmbH – in a difficult time of upheaval.

The greatest benefit for us was that we dealt with issues that needed to be solved and subsequently implemented the required changes. We have created a basis with which we can enter the digital age. Definite recommendation.

You are seeking advice? I look forwards to hearing from you.

A few words before we start

Filling out this contact form is not legally binding in any way. When you send us this completed form we will send you a short initial questionnaire as a pdf in which you describe your concerns and current situation. In addition, you will receive information on how we work as well as a sample remuneration agreement.

Net hourly rates
Thomas Breit €750 per hour
Assigned tax advisor accourding § 58 StBerG €650 per hour
Team member €550 per hour

We are a tax consultancy office specializing in tax structuring and succession planning. We can provide you with comprehensive and interdisciplinary support and advice in these matters. Please visit our YouTube channel: Thomas Breit Tax Services

We do not offer routine accountancy and payroll services. However, if you would like us to work with you, we can refer you to our network of long-standing, highly qualified and fully digital partners.

From the blog

Current specialist articles, tax updates, and insights into our work—in our blog, we regularly share valuable expert knowledge on tax planning, succession planning, and relevant legislative changes for entrepreneurs.