We are a medium-sized company!

We do our best every day to help shape the future of entrepreneurs. Our almost 50 employees combine knowledge not only from the field of corporate finance, but also from numerous other disciplines in order to manage your sales in the best possible way.

The story behind Konzept

Since 2005, we have been committed to the interests of our customers.

2005
2005

Foundation of Konzept AG Bayern

Consultancy for medium-sized entrepreneurs

2008
2008

Consultancy with a focus on corporate structuring

  • Support for complex corporate reorganisations / succession planning
  • Due diligence under company law for investors
  • Spin-off / transfer of pensions to pension companies when selling a company
  • Taking over the complete administration of pension companies and a BaFin-regulated pension fund
  • Assistance with company sales

2010
2010

Cooperation with major international bank

  • Tax-neutral spin-off of GGF pension commitments to "pensioner companies"
  • Development of optimised holding structures for medium-sized companies from discussions with approx. 50 DAX companies

2013
2013

Shift in focus to company sales / succession planning / M&A

2022/2023
2022/2023

Konzept 2.0

almost 50 employees in the company group, 1000m² office space in the Bayernwerk building

  • Expansion of the management team
  • Revamp corporate identity
  • Automation of investor database
  • Full-service provider for medium-sized entrepreneurs when selling a company - exclusively for sellers to avoid any conflicts of interest

The team behind Konzept: Entrepreneurs like you.

We combine many years of experience as medium-sized entrepreneurs with integrity and expertise from countless M&A transactions of all kinds, corporate finance, management, law & taxes and a passion for sales.

Helmut Bauer

Helmut Bauer

Management

40 years of experience in sales, technology and structuring

Manuela Haimerl

Manuela Haimerl

Management

20 years of experience in corporate management, business law and marketing

Daniel Jordan

Daniel Jordan

Management

20 years of experience in
M&A, finance and
taxes

Carsten Tauss

Carsten Tauss

Management

20 years of experience in digitalisation, management and real estate

Our mission?
Your freedom.

As long-standing entrepreneurs and specialised SME consultants, we understand the challenges of operational business and your responsibility towards your employees and customers.

With our expertise in M&A transactions and corporate finance, we actively support German SMEs and their innovative strength.

We offer efficient solutions through holistic project management and the use of AI technology. Our professionalism, experience and global network give you security and give us the freedom to focus on the essentials: The best strategy for you and your life’s work!

Konzept stands for more than competence & professionalism

Responsibility

YOU ARE THE CENTRE OF ATTENTION

We take responsibility for achieving your goals. We are aware that our work brings about lasting change. That’s why we act with the utmost care and are always at your side.

Confidentiality

WE WORK IN STRICT CONFIDENCE

All information during the entire sales process as well as the associated communication with all parties involved is fully protected and treated confidentially by our employees.

Experience

 WE ARE AN SME TOO

As entrepreneurs, we know the special challenges that come with setting up and running a business. We understand your needs and are able to find a customised solution for your situation.

You can sell cars on the Internet.
But not your life's work.

Get in touch with us

Get to know us personally in a confidential and free initial consultation.
Please be assured that your enquiry will be treated with the utmost discretion.