Exit – und jetzt? Vom Unternehmensverkauf zur Vermögensstrategie | mit Daniel Schex (#38)

from Kick-off Call - Insights aus dem Legal Workstream · host ROHDE BAIER Rechtsanwälte PartmbB

Herzlich willkommen zur 38. Ausgabe des "Kick-off Call" by ROHDE BAIER Rechtsanwälte, dem Podcast mit Insights aus dem Legal Workstream.Meilenstein: Exit! Der Unternehmensverkauf ist in greifbarer Nähe, die Zielgerade ist in Sicht – doch die entscheidenden Schritte kommen erst im Anschluss: Gemeinsam mit Daniel Schex, Geschäftsführer und Family Officer bei Schex Wealth Management, öffnet Gründungspartner Dr. Johannes Baier die Toolbox für Unternehmerfamilien, die aus einem Exit nachhaltigen Wohlstandbauen wollen. Johannes und Daniel sprechen darüber, wie frühe Planung Spielräume schafft, warum ein unabhängiger „Family Officer“ an derselben Tischseite sitzt wie die Familie und weshalb ein klarer Vermögensplan Stress minimiert, den Faktor Zufall eindämmt und teure Fehler verhindern kann.Hört rein und lasst euch inspirieren!Mehr zum Thema Nachfolge im Mittelstand: Daniel ist Initiator von „INSIDE NACHFOLGE“ einem Netzwerk von und für Unternehmerfamilien mit einem besonderen Fokus auf Unternehmens- und Vermögensnachfolge im deutschen Mittelstand.Let’s connect via LinkedIn: http://linkedin.com/in/dr-johannes-baierhttp://linkedin.com/in/daniel-schexWebsitewww.rohdebaier.de

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This episode was published on October 23, 2025.

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