{"id":4315,"date":"2023-09-17T17:34:16","date_gmt":"2023-09-17T17:34:16","guid":{"rendered":"https:\/\/www.marshberry.com\/eu\/loesungen\/unternehmensplanung\/nachfolgeplanung\/"},"modified":"2026-03-30T19:55:27","modified_gmt":"2026-03-30T19:55:27","slug":"nachfolgeplanung","status":"publish","type":"page","link":"https:\/\/www.marshberry.com\/eu\/de\/expertise\/unternehmensplanung\/nachfolgeplanung\/","title":{"rendered":"Nachfolgeplanung"},"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 class=\"wp-block-heading\" id=\"h-nachfolgeplanung-fur-versicherungsvermittler-und-vermogensverwalter\">Nachfolgeplanung f\u00fcr Versicherungsvermittler und Verm\u00f6gensverwalter<\/h1>\n\n\n\n<p class=\"preheader\">Nachfolge sichern \u2013 Werte erhalten, Zukunft gestalten<\/p>\n\n\n\n<p>Der Ausstieg aus dem eigenen Unternehmen ist ein bedeutender Schritt \u2013 insbesondere, wenn \u00fcber Jahre hinweg ein starker Kundenstamm, ein leistungsf\u00e4higes Team und ein klar positioniertes Gesch\u00e4ftsmodell aufgebaut wurden. Ob \u00dcbergabe an Familienmitglieder, das Management oder ein externer Verkauf: MarshBerry hilft Ihnen, die passende Nachfolgel\u00f6sung zu finden \u2013 abgestimmt auf Ihre pers\u00f6nlichen Ziele, die Unternehmenskultur und die Anforderungen der n\u00e4chsten Generation.<\/p>\n\n\n\n<p>Dank fundierter Branchenkenntnis in der Versicherungsvermittlung und Verm\u00f6gensverwaltung sowie langj\u00e4hriger Erfahrung in der Nachfolgeplanung bewertet MarshBerry nicht nur finanzielle Optionen, sondern ber\u00fccksichtigt auch die strategischen, rechtlichen und zwischenmenschlichen Faktoren, die f\u00fcr eine nachhaltige \u00dcbergabe entscheidend sind.<\/p>\n\n\n\n<p>Denn erfolgreiche Nachfolge erfordert mehr als eine rein finanzielle Betrachtung: Sie sichert Kontinuit\u00e4t, bewahrt Werte und erm\u00f6glicht es der n\u00e4chsten Generation, auf stabilem Fundament weiterzuf\u00fchren.<\/p>\n\n\n\n<p>MarshBerry unterst\u00fctzt Sie bei:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Analyse des Marktumfelds, der Unternehmensbewertung sowie rechtlicher und finanzieller Rahmenbedingungen<\/li>\n\n\n\n<li>Entwicklung eines strukturierten \u00dcbergabefahrplans f\u00fcr Eigentum und F\u00fchrung<\/li>\n\n\n\n<li>Koordination des Nachfolgeprozesses inkl. \u00dcbergabebegleitung und Einbindung der n\u00e4chsten Generation<\/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\/?page_id=4313\"                 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\">Unternehmensbewertungen<\/h3>                                                  <a href=\"https:\/\/www.marshberry.com\/eu\/de\/?page_id=4317\"                 class=\"card-content\">\n                  <span class=\"card-bg\" style=\"background-image: url(https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2025\/07\/CIM.FogSunTrees_16.9-version-768x389.jpg);\"><\/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                                                        <div class=\"advisor\">\n                <div class=\"wrap\">\n                                      <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/marcin-patkowski\/\"\n                   class=\"advisor-image\">\n                    <span class=\"image\" style=\"background-image: url('https:\/\/www.marshberry.com\/eu\/wp-content\/uploads\/sites\/2\/2024\/03\/PATKOWSKI_-MARCIN_HEADSHOT-768x994.jpg')\">Beraterbiografie anzeigen<\/span>\n                                      <\/a>  \n                                    <div class=\"advisor-info with-button\">\n                                        <div class=\"advisor-name\">Marcin Patkowski<\/div>\n                    <div class=\"advisor-title\">Director<\/div>\n                                          <a href=\"https:\/\/www.marshberry.com\/eu\/de\/about\/our-team\/marcin-patkowski\/\" class=\"btn-small\">Beraterbiografie anzeigen<\/a>\n                                      <\/div>\n                <\/div>\n                \n              <\/div>\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>Nachfolgeplanung f\u00fcr Versicherungsvermittler und Verm\u00f6gensverwalter Nachfolge sichern \u2013 Werte erhalten, Zukunft gestalten Der Ausstieg aus dem eigenen Unternehmen ist ein bedeutender Schritt \u2013 insbesondere, wenn \u00fcber Jahre hinweg ein starker Kundenstamm, ein leistungsf\u00e4higes Team und ein klar positioniertes Gesch\u00e4ftsmodell aufgebaut wurden. Ob \u00dcbergabe an Familienmitglieder, das Management oder ein externer Verkauf: MarshBerry hilft Ihnen, die [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":4311,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"tpl-block-builder.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-4315","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Nachfolgeplanung f\u00fcr Versicherungs- und Verm\u00f6gensverwalter | MarshBerry Europa<\/title>\n<meta name=\"description\" content=\"Nachfolgeplanung zur Sicherstellung eines reibungslosen \u00dcbergangs und langfristigen Unternehmenserfolgs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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