Nachfolge-Check
Two days on site. One valuation range. One roadmap through to handover.
What is your business worth – without you? Most owners have known for years that succession is unresolved. Almost none know whether the business is actually ready to be handed over: prices in the owner's head, customers without a contract, no post-costing, the real estate tied up in the company. For owner-managed metalworking companies with 9 to 50 employees and €1 to 10 million in revenue.
Book an initial callOwner dependency
Who calculates, who sells, who decides? What happens after three months of absence?
Leadership & people
Second tier, key people, age structure, retention, succession in foreman and planning roles.
Customers & orders
Customer concentration, framework agreements, terms, customer contact beyond the owner.
Production & machinery
Capacity against order book, deferred investment, utilisation, processes rather than individuals.
Finances & valuation
Three years of financial statements, normalised result, post-costing, a financeable valuation range.
Real estate & structure
Business premises inside or outside the company, corporate and contract structure, legacy issues.
Succession route
Family, MBO, MBI, sale or staged – which route is realistic from here?
- Traffic-light rating per area and prioritised gap list
- Indicative valuation range that a buyer and their bank can support
- Recommendation on the realistic succession route
- Roadmap with timeline and parties involved
- Fixed price for the two days on site, plus travel expenses; we quote the price in the initial call
- Invoiced on delivery of the report
- Initial call: 45 minutes, remote, free of charge
And afterwards: getting the business in shape
Commission the follow-on advisory within four weeks of the report being delivered – 2 days a month, minimum term 6 months – and half the check fee is credited.
More on the Technische Partnerschaft (technical partnership)The Nachfolge-Check (succession check) is an assessment with a roadmap. The valuation range is an indicative estimate from the perspective of an industrial buyer – not a business valuation under IDW S1 and not a basis for tax purposes. No tax or legal advice, no matchmaking with buyers, no sale guarantee.
Transparency note
Invictix is also active in acquiring and taking stakes in metalworking companies. The Nachfolge-Check is independent of this – Invictix stepping in only becomes a topic at the owner's request.
What if I'm away for three months – does the business still run?
That's exactly what the first area reviews. Who calculates, who talks to the customer, who decides on machine scheduling – if the answer is "me" three times over, that's a central finding of the report.
We've known our customers for 20 years – why is that a risk?
Because a buyer asks whether the customer knows anyone at the company besides you. Framework agreements, terms and customer loyalty beyond the owner are one of the seven areas reviewed.
Do I get a fixed purchase price?
No, a valuation range – from the perspective of an industrial buyer and their bank, derived transparently. Not an appraisal under IDW S1.
Which succession route fits us – family, sale, staged?
That depends less on the owner's preference than on the state of the business. The report recommends which of the five routes is realistic from your current position.
Is Invictix also a potential buyer?
Invictix is also active in acquiring and taking stakes in metalworking companies. That is independent of the check and only becomes a topic at your request.