Analysis “on- & off-balance-sheet“
Lurse supports companies during restructuring or before a potential transaction to provide parts of the company with pension plans that are in line with what is common for medium-sized organisations and with sustainable financing. In case of a potential sale in future, these parts constitute a low risk for investors, making them attractive. Careful risk analysis is a very important factor not the least because staff commitments and especially company pension scheme commitments greatly affect corporate development and the purchase or sale price and may even be the ‘deal breaker’ in this context.
Based on our own benchmark studies and many years of industry experience, company pension schemes are reviewed in terms of market compatibility, attractiveness for employees, cost efficiency, and financial risks. The strategic consulting on corporate goals in conjunction with the actuarial evaluation are essential parts of this service. The company pension scheme audit focuses not only on the balance sheet commitments but incorporates commitments off balance sheets as well.
To serve international corporations or global equity transactions, Lurse cooperates with established network partners. The due diligence process is centrally controlled by Lurse and implemented by local experts on site. The focus is on the analysis of assumptions in reports, projection of commitments, evaluation of different options, and sustainable consulting. Lurse subsequently remains in charge of the process, which means that restructuring or ownership transfer can be supported outside of Germany and Lurse remains available as the central contact.