Succession

Succession Planning
for Business Owners

Ensure a smooth transition with professional materials, trusted advisors, and aligned investors—securing continuity for your business and people.

Succession

Succession

Succession

Plan Quietly. Transition Confidently.

Prepare discreetly for the next chapter—whether it’s a family business succession, succession planning for business owners, or a shareholder succession plan. Craft your materials on our secure platform and initiate introductions when the time is right.

Preserve Continuity

Take the first steps in your succession planning without disrupting long-standing relationships.

Protect Your Legacy

Ensure continuity by bringing in trusted advisors aligned with your business, values, and goals.

Engage Confidentially

Forge lasting connections with selected advisors and investors when the timing is right.

Successful succession, strategically prepared — AstrisNexus.

Domain-Specific AI to Kickstart Your Capital Strategy

Position your business for investment success with our powerful tools.

Explore the capital strategies we specialize in:

Astris™ 

Crafting Vetted Materials

Craft a tailored Investment Engagement Suite that includes an engaging Teaser, a high-impact Company Profile, and a comprehensive Investment Proposal designed to stand out with investment professionals. Available with expert feedback for maximum impact.

Astris™ 

Crafting Vetted Materials

Craft a tailored Investment Engagement Suite that includes an engaging Teaser, a high-impact Company Profile, and a comprehensive Investment Proposal designed to stand out with investment professionals. Available with expert feedback for maximum impact.

Astris™ 

Crafting Vetted Materials

Craft a tailored Investment Engagement Suite that includes an engaging Teaser, a high-impact Company Profile, and a comprehensive Investment Proposal designed to stand out with investment professionals. Available with expert feedback for maximum impact.

Nexus™ 

Matching Ambitions

Build or enhance your advisory team with leading M&A, Legal, Tax, and Financial experts. Your opportunity is promoted—confidentially and NDA-gated—to curated Private Equity, Venture Capital, and Family Office investors aligned with your goals.

Nexus™ 

Matching Ambitions

Build or enhance your advisory team with leading M&A, Legal, Tax, and Financial experts. Your opportunity is promoted—confidentially and NDA-gated—to curated Private Equity, Venture Capital, and Family Office investors aligned with your goals.

Nexus™ 

Matching Ambitions

Build or enhance your advisory team with leading M&A, Legal, Tax, and Financial experts. Your opportunity is promoted—confidentially and NDA-gated—to curated Private Equity, Venture Capital, and Family Office investors aligned with your goals.

Strengths of our AI-Powered Investment Preparation

Speed

Craft expert-quality investment materials in a fraction of the time.

Clarity

Spot and resolve issues that could raise questions—before materials are shared.

Alignment

Access proprietary, strategically curated matches with advisors and investors.

Precision

Engage only with firms that fit your goals—avoiding wasted time and costly missteps.

Credibility

Present your opportunity with interactive materials that reflect market expectations.

Control

You decide who sees your case. All introductions are NDA-gated and fully secure.

Strengths of our AI-Powered Investment Preparation

Speed

Craft expert-quality investment materials in a fraction of the time.

Clarity

Spot and resolve issues that could raise questions—before materials are shared.

Alignment

Access proprietary, strategically curated matches with advisors and investors.

Precision

Engage only with firms that fit your goals—avoiding wasted time and costly missteps.

Credibility

Present your opportunity with interactive materials that reflect market expectations.

Control

You decide who sees your case. All introductions are NDA-gated and fully secure.

Strengths of our AI-Powered Investment Preparation

Speed

Craft expert-quality investment materials in a fraction of the time.

Clarity

Spot and resolve issues that could raise questions—before materials are shared.

Alignment

Access proprietary, strategically curated matches with advisors and investors.

Precision

Engage only with firms that fit your goals—avoiding wasted time and costly missteps.

Credibility

Present your opportunity with interactive materials that reflect market expectations.

Control

You decide who sees your case. All introductions are NDA-gated and fully secure.

Frequently Asked Questions

Clear answers to common questions about preparing for ownership change.

General

Preparation

Financing

Process

What does succession planning involve?

Succession planning prepares for a future leadership or ownership handover—whether within a family, a management team, or among shareholders. It covers legal, financial, and strategic steps to secure continuity.

How early should I start succession planning?

Ideally 1–3 years in advance. AstrisNexus enables discreet early-stage preparation, helping business owners and shareholders move confidently when the time is right.

Frequently Asked Questions

Clear answers to common questions about preparing for ownership change.

General

Preparation

Financing

Process

What does succession planning involve?

Succession planning prepares for a future leadership or ownership handover—whether within a family, a management team, or among shareholders. It covers legal, financial, and strategic steps to secure continuity.

How early should I start succession planning?

Ideally 1–3 years in advance. AstrisNexus enables discreet early-stage preparation, helping business owners and shareholders move confidently when the time is right.

Frequently Asked Questions

Clear answers to common questions about preparing for ownership change.

General

Preparation

Financing

Process

What is an Ownership Transition?

An Ownership Transition is any strategic change in who owns the company—such as a full or partial exit, a buyout, or generational succession. AstrisNexus helps you prepare for these events with clear materials and curated introductions to aligned advisors and capital partners.

Which companies can apply for ownership transition preparation?

We support established businesses in the EU, UK, EEA, or Switzerland—typically with €2M+ in revenue. We prepare you for exits, buyouts, and successions through investor-grade materials and strategic matchmaking.

What types of investors are involved in Ownership Transitions?

Depending on your goals, this may include Private Equity firms, Family Offices, or strategic buyers. AstrisNexus connects you with investors experienced in acquisitions, buyouts, or minority recapitalisations—matched to your sector, stage, and transition type.

Do I need a deal team in place before applying?

No. AstrisNexus can help you assemble the right team. We introduce M&A advisors, legal experts, financial and tax specialists—based on your needs and deal structure.

How does AstrisNexus support Ownership Transitions?

We create investor-ready materials, resolve gaps and inconsistencies, and introduce you—confidentially—to aligned advisors and investors based on your sector, strategy, and goals.

Is my data secure when preparing for a transition?

Yes. All data is encrypted (TLS 1.3, AES-256), access is NDA-gated, and our platform is ISO 27001 certified and fully GDPR-compliant. Your data is never used to train AI—confidentiality is built in by design.

More on our Knowledge Hub

“What used to take weeks of preparation was streamlined into days. Most importantly, we secured a strategically aligned M&A and legal firm to strengthen our deal team.”

Mario de Laat

CEO at AXP

“What used to take weeks of preparation was streamlined into days. Most importantly, we secured a strategically aligned M&A and legal firm to strengthen our deal team.”

Mario de Laat

CEO at AXP

“What used to take weeks of preparation was streamlined into days. Most importantly, we secured a strategically aligned M&A and legal firm to strengthen our deal team.”

Mario de Laat

CEO at AXP

Confidential, by design.

Data Encryption

All company data is encrypted in transit (TLS 1.3) and at rest (AES-256).

ISO 27001 Certified

Our platform is ISO 27001 certified, verified by independent auditors.

GDPR Compliant

We protect your data across all workflows in full compliance with GDPR.

Trust Center

ISO compliance is continuously verified through our live Trust Center.

No AI Data Training

Your data is never used to train AI models—confidentiality is built into our core.

NDA-Gated Access

Material access is NDA-gated and only activated when you initiate outreach.

Confidential, by design.

Data Encryption

All company data is encrypted in transit (TLS 1.3) and at rest (AES-256).

ISO 27001 Certified

Our platform is ISO 27001 certified, verified by independent auditors.

GDPR Compliant

We protect your data across all workflows in full compliance with GDPR.

Trust Center

ISO compliance is continuously verified through our live Trust Center.

No AI Data Training

Your data is never used to train AI models—confidentiality is built into our core.

NDA-Gated Access

Material access is NDA-gated and only activated when you initiate outreach.

Confidential, by design.

Data Encryption

All company data is encrypted in transit (TLS 1.3) and at rest (AES-256).

ISO 27001 Certified

Our platform is ISO 27001 certified, verified by independent auditors.

GDPR Compliant

We protect your data across all workflows in full compliance with GDPR.

Trust Center

ISO compliance is continuously verified through our live Trust Center.

No AI Data Training

Your data is never used to train AI models—confidentiality is built into our core.

NDA-Gated Access

Material access is NDA-gated and only activated when you initiate outreach.

Prepare Early. Succeed Faster.

Prepare Early. Succeed Faster.

Prepare Early. Succeed Faster.