Frequently Asked Questions
Look, we know succession planning feels overwhelming. There's a lot riding on getting it right—your legacy, your family's security, your employees' livelihoods. That's why we're here. These answers cover what we hear most often. And if yours isn't here? Just call us.
We help you hand off your business the right way. That means structuring the sale, managing taxes, preparing your team, and protecting what you've built. Whether you're selling to family, employees, or outsiders—we've got a plan. We also handle wealth preservation and estate planning alongside the succession piece. It's not just about the transaction. It's about what happens after you step back.
Honest answer? Anywhere from 18 to 36 months, depending on your situation. Some owners need 2 years just to get their business financials clean and documented. Others move faster. We've done 14-month successions for well-prepared owners. The timeline depends on complexity, family dynamics, and whether you're grooming an internal successor or finding an external buyer. We don't rush it. Rushing succession plans is how people lose money.
We charge either flat fees for specific services or percentage-based fees for full succession management—typically 1.5% to 2.5% of transaction value. No surprise charges. No hidden stuff. We'll break down exactly what each phase costs before you commit. Some owners bring us in just for strategy work. Others hire us for the whole journey. You pick what you need. We're transparent about pricing because you deserve to know what you're paying for.
Both. We've worked with 47 family transitions and just as many third-party acquisitions. Family successions are actually trickier sometimes—emotions run deep, family members have different priorities. We help navigate that. We've prevented feuds, mediated disagreements between siblings, and structured deals where everyone walks away feeling respected. If you're passing to your kids or a key manager, we've been there. We know the landmines.
Absolutely. In fact, that's when we're most useful. We call this 'pre-succession work.' You might spend 3 to 5 years getting your business ready—cleaning up financials, documenting processes, building management depth. We help you map that journey. We identify what buyers will care about and what needs fixing. Starting early means less stress later and a much better outcome. It's like preparing your house before listing it, except your house is worth millions.
No. Anyone promising that's lying. What we do guarantee is honest counsel, thorough preparation, and access to serious buyers. We've helped owners achieve 23% higher valuations than they initially expected—not through magic, but through proper positioning and negotiation. We also guarantee confidentiality and professionalism. Your business details stay private. Your plan stays protected. That we can promise.
We're based in Iași, but we work across Romania and with Romanian-owned businesses internationally. Yes, we do plenty remote—video calls, digital document sharing, all of it. But we also believe face-to-face matters for big decisions. We'll meet you in person for strategy sessions and key milestones. Some clients we see quarterly. Others monthly. We adjust based on what your situation needs. You're not stuck dealing with us only by email.
Call us. Seriously. +40 362 391 442 or email [email protected]. We'll set up a no-pressure conversation—usually 30 minutes—where you tell us what's happening and we listen. No sales pitch. No commitment. Just an honest chat about whether we're the right fit for each other. After that, if you want to move forward, we'll propose a strategy session. That's where the real work begins.