WPR-54293
Finance & Accounting
Published project
Project Budget
EUR 36,000 – 55,000
Succession Valuation and Financing Options for a Family-Owned Distributor
The second generation of a technical distribution company is considering a management buyout, but family expectations and debt capacity have not been tested together. An independent finance advisor will build a transparent valuation and compare structures before negotiations begin.
Industry Sector
General Industry
Work Arrangement
remote (Cologne)
Project Sourcing
WPR-54293 (Project reference)
Published Date
8/24/2026
Detailed Scope of Work & Deliverables
1. Normalize five years of earnings, working capital, owner costs and one-off items; reconcile the basis with management and
the external accountant.
2. Value the company using cash flow, transaction and trading-reference approaches, with explicit treatment of customer
concentration and property arrangements.
3. Model vendor financing, bank debt, staged acquisition and minority investment options under base and downside trading
scenarios.
4. Facilitate a family decision workshop and deliver the valuation book, financing brief, negotiation ranges and due-diligence request list.
Required Competencies & Skills
Financial ModelingAccountingBookkeepingGerman Mittelstand financeGST ComplianceTax PlanningFractional CFOBusiness Valuation
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