{"id":4311,"date":"2023-09-17T17:32:39","date_gmt":"2023-09-17T17:32:39","guid":{"rendered":"https:\/\/www.marshberry.com\/eu\/loesungen\/unternehmensplanung\/"},"modified":"2026-07-27T19:23:51","modified_gmt":"2026-07-27T19:23:51","slug":"unternehmensplanung","status":"publish","type":"page","link":"https:\/\/www.marshberry.com\/eu\/de\/expertise\/unternehmensplanung\/","title":{"rendered":"Unternehmensplanung"},"content":{"rendered":"\n<div class=\"wp-block-group wp-block-singular\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h1 id=\"h-strategische-unternehmensplanung-fur-versicherungsvermittler-und-vermogensverwalter\" class=\"wp-block-heading\">Strategische Unternehmensplanung f\u00fcr Versicherungsvermittler und Verm\u00f6gensverwalter<\/h1>\n\n\n\n<p class=\"preheader wp-block-paragraph\">Gemeinsam nachhaltiges Wachstum, h\u00f6here Ertr\u00e4ge und langfristigen Unternehmenswert erzielen<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Wie lassen sich f\u00fcr Versicherungsvermittler und Verm\u00f6gensverwalter nachhaltige Mehrwerte schaffen? Welche Chancen und Herausforderungen ergeben sich durch Konsolidierung, Digitalisierung und regulatorische Ver\u00e4nderungen? MarshBerry liefert fundierte Antworten \u2013 und begleitet Sie dabei, organisches Wachstum, Profitabilit\u00e4t und Wertsteigerung in jeder Unternehmensphase zu realisieren.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Es gibt zahlreiche strategische Optionen zur zukunftsorientierten Unternehmensausrichtung. Gemeinsam mit Ihnen analysiert das Beratungsteam von MarshBerry m\u00f6gliche Wege und unterst\u00fctzt Sie dabei, die optimale L\u00f6sung f\u00fcr Ihr Unternehmen, Ihre Mitarbeitenden und Ihre Kunden zu finden.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">MarshBerry unterst\u00fctzt Sie bei:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Planung von <a href=\"https:\/\/www.marshberry.com\/eu\/de\/expertise\/unternehmensplanung\/nachfolgeplanung\/\">Nachfolge- und Transaktionsl\u00f6sungen<\/a> einschlie\u00dflich <a href=\"https:\/\/www.marshberry.com\/eu\/de\/expertise\/unternehmensplanung\/unternehmensbewertungen\/\">Unternehmensbewertung<\/a><\/li>\n\n\n\n<li>Bewertung und Auswahl <a href=\"https:\/\/www.marshberry.com\/eu\/de\/expertise\/unternehmensplanung\/strategische-planung\/\">strategischer Handlungsoptionen<\/a><\/li>\n\n\n\n<li>Entwicklung und Umsetzung nachhaltiger Wachstumsstrategien<\/li>\n<\/ul>\n\n\n\n    <div class=\"graphic-cards-block\" style=\"\">\n    <div class=\"content-wrap\">\n                                <div class=\"card\">\n            <div class=\"card-item\">\n              <div class=\"card-item-content\">\n                <h3 class=\"card-title\">Strategische Planung<\/h3>                                                  <a href=\"https:\/\/www.marshberry.com\/eu\/de\/loesungen\/unternehmensplanung\/strategische-planung\/\"                 class=\"card-content\">\n                  <span class=\"card-bg\" style=\"background-image: url(https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2025\/07\/MBI_Water.Trees_.AerialView-1-768x512.jpg);\"><\/span>\n                  <span class=\"card-handle desktop\">View More<\/span>\n                  <span class=\"card-intro\">Strategische Planung<\/span>                  <span class=\"card-text\">Strategische Wegbegleitung f\u00fcr Versicherungsvermittler und Verm\u00f6gensverwalter<\/span>                  <span class=\"card-handle mobile\">View More<\/span>\n                                  <\/a>\n                              <\/div>\n            <\/div>\n          <\/div>\n                                        <div class=\"card\">\n            <div class=\"card-item\">\n              <div class=\"card-item-content\">\n                <h3 class=\"card-title\">Nachfolgeplanung<\/h3>                                                  <a href=\"https:\/\/www.marshberry.com\/eu\/de\/loesungen\/unternehmensplanung\/nachfolgeplanung\/\"                 class=\"card-content\">\n                  <span class=\"card-bg\" style=\"background-image: url(https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2025\/07\/MBI_SunlightThroughTrees-1-768x389.jpg);\"><\/span>\n                  <span class=\"card-handle desktop\">View More<\/span>\n                  <span class=\"card-intro\">Nachfolgeplanung<\/span>                  <span class=\"card-text\">Nachfolgeplanung f\u00fcr Versicherungsvermittler und Verm\u00f6gensverwalter<\/span>                  <span class=\"card-handle mobile\">View More<\/span>\n                                  <\/a>\n                              <\/div>\n            <\/div>\n          <\/div>\n                                        <div class=\"card\">\n            <div class=\"card-item\">\n              <div class=\"card-item-content\">\n                <h3 class=\"card-title\">Unternehmensbewertungen<\/h3>                                                  <a href=\"https:\/\/www.marshberry.com\/eu\/de\/loesungen\/unternehmensplanung\/unternehmensbewertungen\/\"                 class=\"card-content\">\n                  <span class=\"card-bg\" style=\"background-image: url(https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2025\/03\/MI.FogSunTrees-768x512.jpeg);\"><\/span>\n                  <span class=\"card-handle desktop\">View More<\/span>\n                  <span class=\"card-intro\">Unternehmensbewertungen<\/span>                  <span class=\"card-text\">Unternehmensbewertungen f\u00fcr Versicherungsvermittler, Verm\u00f6gensverwalter und Investoren<\/span>                  <span class=\"card-handle mobile\">View More<\/span>\n                                  <\/a>\n                              <\/div>\n            <\/div>\n          <\/div>\n                  <\/div>\n  <\/div>\n\n<\/div><\/div>\n\n\n\n    <div id=\"contact-advisor\" class=\"advisory-team\">\n    <div class=\"content-wrap\">\n      <div class=\"contact-header\">\n                  <h2>Unsere Corporate Finance Experten<\/h2>\n<p><a class=\"btn\" href=\"https:\/\/www.marshberry.com\/eu\/de\/ueber-marshberry\/kontakt\/\">Kontaktieren Sie uns<\/a><\/p>\n              <\/div>\n            <div class=\"contact-list\">\n        <div class=\"contact-list-wrap\">\n                      \n            \n            \n                      \n          \n                                                        <div class=\"advisor\">\n                <div class=\"wrap\">\n                                      <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/dr-fabian-seul\/\"\n                   class=\"advisor-image\">\n                    <span class=\"image\" style=\"background-image: url('https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2025\/05\/Fabian-Seul-Managing-Director-DACH-768x841.jpg')\">Beraterbiografie anzeigen<\/span>\n                                      <\/a>  \n                                    <div class=\"advisor-info with-button\">\n                                        <div class=\"advisor-name\">Dr. Fabian Seul<\/div>\n                    <div class=\"advisor-title\">Managing Director<\/div>\n                                          <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/dr-fabian-seul\/\" class=\"btn-small\">Beraterbiografie anzeigen<\/a>\n                                      <\/div>\n                <\/div>\n                \n              <\/div>\n\n            \n\n\n\n\n                      \n            \n            \n                      \n          \n                                                        <div class=\"advisor\">\n                <div class=\"wrap\">\n                                      <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/jan-blumenthal\/\"\n                   class=\"advisor-image\">\n                    <span class=\"image\" style=\"background-image: url('https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2023\/10\/BLUMENTHAL_JAN_HEADSHOT-768x994.jpg')\">Beraterbiografie anzeigen<\/span>\n                                      <\/a>  \n                                    <div class=\"advisor-info with-button\">\n                                        <div class=\"advisor-name\">Jan Blumenthal<\/div>\n                    <div class=\"advisor-title\">Unabh\u00e4ngiger Berater<\/div>\n                                          <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/jan-blumenthal\/\" class=\"btn-small\">Beraterbiografie anzeigen<\/a>\n                                      <\/div>\n                <\/div>\n                \n              <\/div>\n\n            \n\n\n\n\n                      \n            \n            \n                      \n          \n                                                        <div class=\"advisor\">\n                <div class=\"wrap\">\n                                      <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/david-kuprasch-sras\/\"\n                   class=\"advisor-image\">\n                    <span class=\"image\" style=\"background-image: url('https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2025\/05\/DavidKupraschSras-Partner-DACH-768x980.jpg')\">Beraterbiografie anzeigen<\/span>\n                                      <\/a>  \n                                    <div class=\"advisor-info with-button\">\n                                        <div class=\"advisor-name\">David Kuprasch-Sras<\/div>\n                    <div class=\"advisor-title\">Partner<\/div>\n                                          <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/david-kuprasch-sras\/\" class=\"btn-small\">Beraterbiografie anzeigen<\/a>\n                                      <\/div>\n                <\/div>\n                \n              <\/div>\n\n            \n\n\n\n\n                      \n            \n            \n                      \n          \n                                                        <div class=\"advisor\">\n                <div class=\"wrap\">\n                                      <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/fabian-troeppner\/\"\n                   class=\"advisor-image\">\n                    <span class=\"image\" style=\"background-image: url('https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2025\/05\/Fabian-Troeppner-Associate-Partner-DACH-768x841.jpg')\">Beraterbiografie anzeigen<\/span>\n                                      <\/a>  \n                                    <div class=\"advisor-info with-button\">\n                                        <div class=\"advisor-name\">Fabian Tr\u00f6ppner<\/div>\n                    <div class=\"advisor-title\">Associate Partner<\/div>\n                                          <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/fabian-troeppner\/\" class=\"btn-small\">Beraterbiografie anzeigen<\/a>\n                                      <\/div>\n                <\/div>\n                \n              <\/div>\n\n            \n\n\n\n\n                      \n            \n            \n                      \n          \n                                                        <div class=\"advisor\">\n                <div class=\"wrap\">\n                                      <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/michel-schaft\/\"\n                   class=\"advisor-image\">\n                    <span class=\"image\" style=\"background-image: url('https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2025\/10\/michel-schaft.jpg')\">Beraterbiografie anzeigen<\/span>\n                                      <\/a>  \n                                    <div class=\"advisor-info with-button\">\n                                        <div class=\"advisor-name\">Michel Schaft<\/div>\n                    <div class=\"advisor-title\">Managing Director<\/div>\n                                          <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/michel-schaft\/\" class=\"btn-small\">Beraterbiografie anzeigen<\/a>\n                                      <\/div>\n                <\/div>\n                \n              <\/div>\n\n            \n\n\n\n\n                      \n            \n            \n                      \n          \n                                                        <div class=\"advisor\">\n                <div class=\"wrap\">\n                                      <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/armand-hoftijzer\/\"\n                   class=\"advisor-image\">\n                    <span class=\"image\" style=\"background-image: url('https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2025\/10\/armand-hoftijzer.jpg')\">Beraterbiografie anzeigen<\/span>\n                                      <\/a>  \n                                    <div class=\"advisor-info with-button\">\n                                        <div class=\"advisor-name\">Armand Hoftijzer<\/div>\n                    <div class=\"advisor-title\">Director<\/div>\n                                          <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/armand-hoftijzer\/\" class=\"btn-small\">Beraterbiografie anzeigen<\/a>\n                                      <\/div>\n                <\/div>\n                \n              <\/div>\n\n            \n\n\n\n\n                      \n            \n            \n                      \n          \n                                                        <div class=\"advisor\">\n                <div class=\"wrap\">\n                                      <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/marcel-van-dijk\/\"\n                   class=\"advisor-image\">\n                    <span class=\"image\" style=\"background-image: url('https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2023\/10\/MS27370-Verbeterd-NR-768x994.jpg')\">Beraterbiografie anzeigen<\/span>\n                                      <\/a>  \n                                    <div class=\"advisor-info with-button\">\n                                        <div class=\"advisor-name\">Marcel van Dijk<\/div>\n                    <div class=\"advisor-title\">Director<\/div>\n                                          <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/marcel-van-dijk\/\" class=\"btn-small\">Beraterbiografie anzeigen<\/a>\n                                      <\/div>\n                <\/div>\n                \n              <\/div>\n\n            \n\n\n\n\n                      \n            \n            \n            \n\n\n\n\n                            <\/div>\n              <\/div>\n      <div class=\"see-our-advisors\">\n        <a href=\"\">Unsere Berater<\/a>\n      <\/div>\n    <\/div>\n  <\/div>\n","protected":false},"excerpt":{"rendered":"<p>Strategische Unternehmensplanung f\u00fcr Versicherungsvermittler und Verm\u00f6gensverwalter Gemeinsam nachhaltiges Wachstum, h\u00f6here Ertr\u00e4ge und langfristigen Unternehmenswert erzielen Wie lassen sich f\u00fcr Versicherungsvermittler und Verm\u00f6gensverwalter nachhaltige Mehrwerte schaffen? Welche Chancen und Herausforderungen ergeben sich durch Konsolidierung, Digitalisierung und regulatorische Ver\u00e4nderungen? MarshBerry liefert fundierte Antworten \u2013 und begleitet Sie dabei, organisches Wachstum, Profitabilit\u00e4t und Wertsteigerung in jeder Unternehmensphase zu [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":4265,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"tpl-block-builder.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-4311","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.9 (Yoast SEO v27.9) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Unternehmensplanung f\u00fcr Versicherungs- und Verm\u00f6gensverwalter | MarshBerry Europa<\/title>\n<meta name=\"description\" content=\"MarshBerry unterst\u00fctzt Versicherungsvermittler und Verm\u00f6gensverwalter mit strategischer Unternehmensplanung \u2013 f\u00fcr nachhaltiges Wachstum, Profitabilit\u00e4t und langfristigen Unternehmenswert.\" \/>\n<meta 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