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When buying or selling a company, the occupational benefits of the affected workforce of that company should be an important part of the sales negotiations. Especially for the buyer, the possible effects of this transaction (costs, obligations, annual contributions, integration into own pension solutions and their consequences, accounting for obligations in accordance with international accounting regulations) are of the utmost interest. The effects of taking over a portfolio of insured persons can have enormous implications and should best be clarified and quantified before the final sales negotiations. Therefore, we will gladly take over the following services for you:

  • The effects of the pension situation on the purchase price
  • A standardised and practical assessment of the entire pension solution
  • An overview of the aspects relevant to the purchase price, purchase contract and negotiations
  • Modular assessment of important criteria with a Red Flag Report
  • Detailed assessment of the material risks
  • Support for the integration of the portfolio into the buyer’s pension solution
  • Support in the search for a new pension provider for insured persons
  • Valuation and accounting for obligations in accordance with IFRS or US GAAP
  • Legal advice on pension law issues in purchase contracts

Objective, neutral advice is particularly important for due diligence assessments. We can guarantee you this neutrality, because we are independent of banks, insurance companies or auditors.

Your contact person

Dr. Dietmar Praehauser

SKPE-certified pension fund expert
Or contact us via the contact form. We look forward to hearing from you.
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