expect a leadership or ownership transition
Source04 · M&A · Mergers, acquisitions and succession
Preparing today preserves tomorrow’s options.
For PPE-sector business owners considering continuity, succession, acquisition, sale, merger or partnership. An initial conversation before urgency arises helps clarify interests without exposing intentions to the market.
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Even without deciding on a transaction, it is worth knowing whom to contact when an opportunity arises.
Succession and continuity
The time to consider a transition is before it becomes urgent.
EY reports that nearly 40% of European family-owned businesses expect a leadership or ownership transition within the next decade, yet only 30% have a formal succession plan.
have a formal succession plan
SourceFigures for European family businesses, not specifically for the PPE sector.
Beyond succession
There is more than one way forward.
The right option depends on objectives, the business and timing. Preparation lets you consider paths without assuming an outcome.
Continue
Develop the business with its current structure.
Prepare succession
Create conditions for a future transition.
Find a partner
Explore complementary strengths and shared interests.
Acquire or sell
Consider introductions where there is clear intent.
Why prepare
Urgency leaves less time to choose.
Clarifying interests, boundaries and information before contact can prevent premature approaches and preserve room to decide. You do not need to announce an intention to the market to start preparing.
Confidentiality and progressive disclosure are central to this work.
Training and preparation
Understand the process before entering it.
Preparation sessions can help management understand the stages, information to organise and questions to ask specialists in succession or business introductions. The aim is clarity for discussion and decisions, not a formula for closing a transaction.
Preparation adapted to the context. It does not replace qualifying professional training, business valuation or financial, legal and tax advice.
Scope and specialists
Each specialist has a distinct role.
Aptus supports the identification and introduction of interests without representing either party. Valuation, financial, legal or tax advice and due diligence, where needed, belong with the appropriate specialists.
An initial conversation can be exploratory and confidential; you do not need to have decided to buy or sell.
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Explore an opportunity confidentially
An initial conversation lets us understand the context and consider discreetly whether there is a basis for an introduction.
The first step is to understand your context and objective. We then consider whether working together makes sense and agree on a possible next step.