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

Founding of Konzept AG Bayern

Starting point: business consulting/structuring of company pension schemes & shareholder-managing director pension commitments

 

2007
2007

Initial support for the sale of medium-sized companies

Remuneration and occupational pension structures: Introduction of deferred compensation and lifetime working time accounts

 

2008
2008

Tax-neutral spin-off of pension obligations

Pension risks removed from operations:
Pensioner companies developed as a tax-optimized standard for outsourcing with special lawyers

 

2010/11
2010/11

Cooperation with major international bank

Development of optimized holding structures for medium-sized entrepreneurs based on discussions with approximately 50 DAX-listed companies

 

 

2012
2012

Pension companies in the context of company sales

Pension companies securely integrated into sales processes; occupational pension due diligence for investors, administration of internal and BaFin-regulated pension schemes

 

 

2013
2013

Shift to sell side & succession

Shift in focus to “pre-sales structures” to prepare companies for sale, separation of assets and risks,
company sales/succession in small and medium-sized enterprises

 

2015
2015

Sales processes optimized and automated

Process management from preparation to closing – the starting point of our scalable M&A process

 

2023/24
2023/24

Konzept Partners AG

Focus on sell side: integrated approach exclusively for sellers from investor database, approach & strategic M&A process management – scalable up to closing

 

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 of companies

Manuela Haimerl

Manuela Haimerl

Management

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

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.