What We Do
Succession Planning
Succession Isn’t Just a Business Decision — It’s Personal
Whether you’re preparing to exit your business, pass it on to the next generation, or reduce your day-to-day involvement, the transition doesn’t have to feel overwhelming.
With expert support and a clear succession strategy, you can protect your company, empower your successor, and move forward with confidence.
👉 We help small and medium-sized business owners create succession plans that protect their legacy and secure their future.
Strategic. Empathetic. Structured.
Every SME is different — your transition plan should be too.
We offer independent succession advisory services designed for founder-led businesses, family enterprises, and privately held SMEs.
Whether you’re planning ahead or already facing transition pressure, we guide you through each step — from early-stage preparation to final execution.
Our Succession Services
We support SME and family business owners with practical, discreet, and personalized solutions:
✅ Succession Planning for Family Businesses
Develop a smooth leadership handover to family members, key employees, or outside successors.
✅ Exit Strategy & M&A Readiness
Structure your business for sale, partial exit, or external investment — with the right timing and team.
✅ Business Transition Coaching
Support both founders and successors in managing role changes, responsibilities, and communication.
✅ Founder & Family Conflict Mediation
Navigate sensitive family dynamics and ownership decisions with a neutral, experienced advisor.
✅ Board-Level Advisory & Governance
Gain expert insight and continuity through transition with an independent board member or advisory role.
✅ Strategic Roadmapping
Align leadership, ownership, and operations with your long-term business goals.
🧭 Succession is not just about documents and deals — it’s about people, purpose, and protecting what you’ve built.
Our 4-Phase Succession Process
What Clients Say
“B&P helped us create a succession plan that felt right for our family — and the business. We went from stuck to confident in 90 days.”
– CEO, 2nd Gen Manufacturing Business
“I thought exiting meant walking away. This process helped me stay involved in the right way while letting my team lead.”
– Founder, Professional Services Firm
Why Choose Us Over Traditional Consulting?
- Real-World Insight - Benefit from decades of experience in business leadership & advisory, not just theory.
- One Point of Contact – You work directly with your advisor, not a rotating team.
- Tailored Plans – Every engagement is built around your goals, people, and culture.
- SME-Focused Approach – Built for owner-led businesses, not corporate templates.
- Legacy-Driven – Our goals is to protect what you've built, not to inflate scope or sell extras.
Independent Succession Advisor
- Slow. Generic. Detached.
- One-size-fits-all - Generic models with little understanding of indirect spend complexity.
- Extended Timelines - Long, high-cost projects with slow ROI.
- Unclear Outcomes – Lots of data, little direction, no follow-through.
- Disconnected Phases – Assessment and implementation handled separately, often by different teams.
Traditional Consulting
Meet Matthias Kramer
As an independent advisor, I work with founders and entrepreneurs who are starting to think about what comes next: growing the business, stepping back, selling, or preparing the next generation to lead. My role is to guide you through the transition so that your legacy is protected and your business can thrive beyond you.
With experience spanning energy, automotive, professional services, and insurance, I’ve had the privilege of advising founders, families, and leadership teams across sectors. I also serve on boards, where I help shape high-impact decisions around governance, growth, and continuity – always with a focus on protecting the fouinder’s legacy and the company’s long-term value.
Here’s how I typically help SME owners:
- Clarifying goals for succession, sale, or growth
- Succession planning (family or non-family handovers)
- Supporting M&A preparation and buyer/investor readiness
- Leadership evaluation and transition coaching
- Independent board-level input on continuity and governance
My approach is personal, practical, and discreet. Every founder and every business are different – but the goal is always the same: to move forward with confidence, protect what you’ve built, and prepare for what’s next.
If you’re starting to think about succession, stepping back, or simply preparing your business for the future – I’d be glad to talk.
Disclaimer
The consultants (B&P Partners) featured here operate as independent service providers. Brandt & Partners assumes no responsibility or liability for the accuracy, completeness, or quality of the content displayed, nor for any actions or outcomes resulting from services provided independently by these consultants.