Knowledge background

Financing Alternatives in Times of Econmic Boom

  • Future-oriented financial planning for the financing of corporte development
  • Financing possibilities through equity providors vs. debt providors
  • Financing through dormant participation / Mezzanine Capital
  • Going public as a way for capital injection
  • Strategy and business plan being an ideal base
  • Employee profit participation scheme acting as a financing possibility
  • Discussing pros and cons of the different financing forms

The Fast Way to the Stock Market - Cold IPO

  • Shell transactions being a fast way to the stock market
  • Reporting duties of the different stock market segments
  • Stock market check being a qualification base for your IPO
  • Role, rights and duties of the management board, supervisory board and the annual general meeting
  • Capital increase acting as a way of capital injection

Refinancing of Dormant Participations / Mezzanine Capital

  • Common contracts for dormant participations / Mezzanine capital
  • Possibilities of refinancing through equity providors vs. banks
  • Finding and contacting suitable equity providors
  • Practices with banks
  • Future-oriented financial planning for a timely substitution of a dormant participation
  • "Acting instead of reacting" ? Refinancing Guidelines

Investments from and to China - Chances for SMEs

  • Transactions: Successful project design
  • The legal framework for investments in China
  • Establishing companies in China
  • Possibilities to start business in China
  • Special characteristics of Chinese investors ? cultural differences
  • Technology transfer in the case of minority participations
  • Examples in practice
  • Experiential report of experts based in China

Exit Channel China - Selling Businesses to China

  • Investments and capital assets in China ? Opportunities for PE
  • Exit Channel China for capital investment companies
  • Transacions: Successful project design
  • The legal framework for investments in China
  • Special characteristics of Chinese investors ? cultural differences
  • Technology transfer in the case of minority participations
  • Experiential report of experts based in China

The small AG

  • When and for whom is an AG meaningful?
  • Checklist Pros/Cons of an AG
  • How to convert from a GmbH/GmbH & Co. KG into an AG? Which steps are necessary, what costs are involved?
  • Examples of successful AG transfers; critical cases and mistakes
  • Capital procurement in an AG versus a GmbH/GmbH & Co. KG
  • What changes when the managing director becomes member of the management board?
  • What are arising new rights and obligations for the shareholders and CEO?
  • Who is the supervisory board composed of?
  • Securing the positions of shareholders and managing directors in the AG
  • Legal framework for the management board, shareholders and supervisory boards
  • Different stock classes for different purposes

GmbH (=LLC) Managing Course of Lectures (Geschäftsführerkolleg GFK) I - IV

  • GFK I: Wichtiges Basiswissen über die GmbH, Organe, Verantwortung, Haftung, Kapital
  • GFK II: Rechte und Pflichten des GmbH-Geschäftsführers, Kapitalerhaltungspflicht, Sorgfaltspflichten, Strafrecht, Geschäftsführer-Dienstvertrag
  • GFK III: Grundsätze ordnungsgemäßer Führung einer GmbH, Bilanzierung, Controlling, GmbH in der Krise Anteilskauf, vGA
  • GFK IV: Finanzierung der GmbH, Optimierung der Liquidität, GmbH-Beirat, Rolle und Pflichten des Geschäftsführers

Employee Profit Participation Model

  • Overview about the different employee profit participation forms
  • Motives for employee profit participation
  • Choosing an employee profit participation form
  • Introducing an employee profit participation model
  • Information duties when introducing an employee profit participation model
  • Implementing a stock option model
  • Examples in practice

The Supervisory Board - The Advisroy Board

  • Safety coefficient or know-how-input?
  • Why a supervisory or advisory board?
  • Organization of the supervisory and advisory board
  • Rights, duties and liabilities of the supervisory and advisory board
  • Selecting the members of the supervisory and advisory board
  • What problems can be solved?
  • Costs of supervisory and advisory board
  • Checklist for the articles of association and literature review

Leading a GmbH in a difficult environment

  • Required action in specific situations
  • Controlling in difficult environments
  • Liability risks and damage claims
  • Working Capital Management
  • Performance Management
  • Practices with banks

"High-end Career"

  • Current market situation for top management
  • Prerequisites for business options
  • Methods for personal goal setting
  • Insights for business start-ups
  • Corporate value and a fair purchase price for participations
  • Financing possibilities
  • The procedure of an MBI / MBO
  • Comparative opportunity and risk assessment
  • Active initiation and personal positioning
  • Access to "Hidden Opportunities"

Purchase and Sale of Companies

  • Presenting the different valuation techniques
  • Features of common valuation mistakes
  • Reasons for valuation

The Value of my Business

  • The right buyer/seller? How to find him?
  • Purchase Price/Corporate Value/Financing
  • Certainties/Risks
  • Approaches when buying/selling
  • Basics of negotiation

My Strategies with 60

  • Setting the right course in theory and in practice as an interpreneur.
  • The situation of an interpreneur with 60
  • The time of resigning? As a managing director and shareholder (if applicable)
  • When is the corporate value at its maximum?
  • Personal strategies and goals
  • Legal regulations
  • The role of supporters
  • Practical cases? How other companies have done it

Do you want to get more information about our Knowledge background?

Our Board Member Andreas Sattler is available for information at your disposal.

Sattler & Partner AG, Künkelinstraße 49, D-73614 Schorndorf, Fon +49 7181 65120