Private Enterprise

• Growing your business
• Transitioning your business
  
• Family business
  

Our integrated advisory services dedicated to Polish companies relate primarily to the following business area:

• Accounting and finance 
• M&A transactions and finance raising 
• Management effectiveness improvement 
• Tax compliance, on-going tax advisory and optimization structures
• Legal advisory
• Risk management
   

• Analysis and improvement of internal controls in the company
• Advisory with regards to requirements of the Accounting Act
• Assistance in the process of conversion accounts to International Accounting Standards
• Assistance in acquiring financing from public resources (domestic and EU funds)
• Audit reviews
  

• Preparation of a competitive sale process of the target company and transaction assistance
• Buy-side and sell-side due diligence of the target company
• Transaction tax structuring and personal tax optimization related to the transaction
• Support in sale and purchase agreement preparation and in transactioncompletion process
• Financial modelling for the purpose of contemplated transaction of finance raising
• Assistance in finance raising for companies or investment projects
  

• Operating management services: operating reviews indicating potential improvement areas
• Company’s development and growth: optimization of marketing and sales area
• Finance and controlling: optimization of processes and utilization of management information systems (planning, budgeting)
• Improvement and development of human resources management
• Cost cutting programs and reorganization of support functions, including shared service centres’ creation
  
  

• Tax hotlines
• Tax compliance covering all taxes
• Optimisation of personal income tax of the top management/key managers/business owners
• Recovery of taxes overpaid: PCC, VAT, property tax
• Optimisation of corporate income tax in current operations
• Advisory services with regards to commencing operations in special economic zones (SEZ) and optimisation of operations in SEZ
• Optimisation and protection of family business succession
  

• Continued assistance of attorney or legal adviser in different legal issues arising as a result of current operations of companies or entrepreneurs
• Obtaining official documents necessary in the course of business
• Preparation of all legal documents required
• Negotiations with clients
• Conducting court cases
• Mediations with employees or clients
• Specialized advisory: banking (negotiations of bank documents), capital market/NewConnect, labour law and intellectual property, purchase of property and others assets, long term lease agreements
  

• Assessment and design of internal controls system and risk management systems
• Managing IT risk (i.e. IT audits, IT safety audits, Business Continuity Management)
• Advisory in the area of financial risk management (currency risk, interest rate risk, inventory risk) and liquidity