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Selling your business

Our experienced team can help you prepare for the sale of your business as part of a holistic wealth plan aligned with your future goals and interests.

Selling your own company could easily be the largest and most complex transaction of your career. Our Wealth Planning team can help you navigate the process while taking your future financial, estate planning and charitable giving plans into account – so you can focus on managing your business.

 

Pre-transaction planning

 

Any offer to buy your business will inevitably raise questions. We can help you understand the details, evaluate your options and consider the implications. At the same time, we can factor in your future spending requirements, along with any plans you have for passing on your wealth or making charitable donations.

 

Wealth planning

 

A comprehensive wealth plan starts with us obtaining a thorough understanding of your long-term goals and what is important to you. Our team is able to assist you in areas such as estate and trust planning, life insurance and philanthropy. We can also work with your existing legal team, accountants and other advisors – helping them gain a full understanding of your circumstances, needs and objectives, so they can give you more informed advice that suits your overall wealth strategy.

 

Investment management

 

How can you manage the proceeds of your sale and give them a chance of future growth? We can work with your Relationship Manager to help you:

  • understand and evaluate your cash management options;

  • build and implement an investment strategy that suits your individual needs and objectives; and

  • give you access to sophisticated liquidity and financing solutions.

     

 

Our solutions

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  • Estate and Trust Planning

  • We work with you to develop a plan that reflects your priorities, family dynamics and long-term objectives.

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  • Philanthropy

  • We can provide guidance and insight on charitable vehicles and best practices to achieve your philanthropic and legacy goals.

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  • Life Insurance

  • Whether you require personal cover, estate planning, liquidity or tax-efficient investing, we work closely with independent providers to support your needs.

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  • NextGen programme

  • Exclusive access to educational events, thought-leadership activities and networking opportunities – for the business leaders of tomorrow.


This webpage is for information purposes only and is not intended to be an offer or solicitation, or the basis for any contract to purchase or sell any security, other instrument or service, or for Deutsche Bank to enter into or arrange any type of transaction as a consequence of any information contained herein. Investments mentioned may not be suitable for all Private Customers of Deutsche Bank. We assume no responsibility to advise the recipients of this webpage with regard to changes in our views. Opinions expressed herein may differ from the opinions expressed by departments or other divisions or affiliates of Deutsche Bank. Please be advised that none of the Deutsche Bank affiliates or subsidiaries guarantees or is liable for the products or services offered by any other affiliate or subsidiary, unless specifically provided for in writing and signed by the affiliates or subsidiaries.

Deutsche Bank AG, including its subsidiaries and affiliates, does not provide legal, tax or accounting advice. This communication was prepared solely in connection with the promotion or marketing, to the extent permitted by applicable law, of the transaction or matter addressed herein, and was not intended or written to be used, and cannot be relied upon, by any taxpayer for the purposes of avoiding any U.S. federal tax penalties. The recipient of this communication should seek advice from an independent tax advisor regarding any tax matters addressed herein based on particular circumstances.

“Deutsche Bank” means Deutsche Bank AG and its affiliated companies. Deutsche Bank Wealth Management represents the wealth management activities conducted by Deutsche Bank AG or its subsidiaries. Brokerage and investment advisory services are offered through Deutsche Bank Securities Inc., a registered broker-dealer and investment adviser, which conducts investment banking and securities activities in the United States. Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Discretionary portfolio management, banking and lending services are offered through Deutsche Bank Trust Company Americas, member FDIC. Trust and estate and wealth planning services are provided through Deutsche Bank Trust Company, N.A., Deutsche Bank Trust Company Delaware and Deutsche Bank National Trust Company.

The content on this page has been approved and/or communicated by Deutsche Bank AG or by its subsidiaries and/or affiliates (“DB”) and appears as a matter of record only.  Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany’s Federal Financial Supervisory Authority (BaFin) and by Germany’s central bank (“Deutsche Bundesbank”). Deutsche Bank (“DB”) through its subsidiaries and/or affiliates is further supervised in the United Kingdom by the Prudential Regulation Authority (PRA) and the Financial Conduct Authority (FCA), in France by the Autorité des Marchés Financiers (AMF), in Spain by the Comisión Nacional del Mercado de Valores (CNMV), in Switzerland by the Financial Market Supervisory Authority (FINMA), in Luxembourg by the Commission de Surveillance du Secteur Financier (CSSF), in Singapore by the Monetary Authority of Singapore and in Hong Kong by the Monetary Authority and the Securities and Futures Commission of Hong Kong.  Securities activities in the United States of America (USA) are offered  through Deutsche Bank Securities Inc., a member of the Financial Industry Regulatory Authority (FINRA), the New York Stock Exchange (NYSE) and the Securities Investor Protection Corporation (SIPC). Banking and lending services in the USA are offered through the Deutsche Bank Trust Company Americas, a member of the Federal Deposit Insurance Corporation (FDIC), and other members of the Deutsche Bank Group. Please note that investments are subject to investment risks, including market fluctuations, regulatory change, counterparty risk, possible delays in repayment and loss of income and principal invested. The services described on this page are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation © Copyright Deutsche Bank 2019  

 

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