The department of economic, business and financial consultancy services brings together qualified specialists combining legal, financial, accounting and IT knowledge with a wide knowledge of various business fields.
It supports the implementation of restructuring, reorganization processes, advises on transaction processes, obtains funding, supports acquisitions, sales of companies or valuations of companies.
We provide services in:
- • NewConnect market entry support
- • Support at entry to the stock exchange
- • Management of financial efficiency
- • Corporate risk management
- • Managing business costs and efficiency
- • Managing the risk of fraud
- • Detection of criminal offences and fraud
- • Valuation of entities
- • Mergers - legal and tax aspects
{tab title="Revaluation of entities"}
The valuation is intended to estimate the value of the company as a whole (EV) or the equity of its shareholders. It is also an essential element of the privatisation procedures, which, due to systemic changes in Poland, were and are important. In the procedure of capital privatization, the valuation is the basis for determining the price of the sale of the company's shares in the offer on both the public and the limited market.
Valuation also plays a major role in mergers and acquisitions. In assessing the company in these processes, in addition to the typical valuation methods, specific methods should be used to measure the synergy effect (surplus value of the merged companies over the sum of the values of these companies as separate entities).
The valuations of companies are also used for the conclusion of property insurance (economic) contracts as well as auxiliaryly in judicial, economic and civil (decrease, divorce) processes. They also form the basis for establishing tax liabilities in both income and indirect taxes.
{tab title="Corporate risk management"}
Any even very efficient business is constantly exposed to various risks which, if materialised, can cause serious and difficult to reverse damage. Modern companies increasingly recognise the need to reduce / eliminate risks and prevent negative risks and decide to apply risk minimising solutions in their companies.
Suitablely designed and implemented risk management systems in modern organizations are an important tool to support the management of the company, contribute to increasing the competitive advantage of the company and often translate into its market success.
A smartly designed risk management system releases key resources (employees) of companies from continuous monitoring and identifying areas of potential risks, as well as the use of working time for ‘save’ situations where certain risks are materialised. A well-functioning corporate risk management system allows the company to focus its key resources on core, profitable operations without having to devote time to risk management tasks.
We offer comprehensive services in the design and implementation of internal control and risk management systems, in particular:
- • Support for the implementation of company risk management programmes (ERM);
- • Preparation of risk prevention and reduction plans;
- • Development of methods for assessing the likelihood of risk and the potential for materialisation;
- • Development and implementation of operational risk management procedures, processes and programmes;
- • Design and implementation of internal control systems;
- • Verification of compliance of implemented corporate risk management solutions with applicable standards and laws;
- • Review of the security and control measures and insurance schemes applied;
- • Developing solutions to measure the effectiveness and effectiveness of risk management systems;
- • A study to identify risk areas in the enterprise (operational risk, design risk).
{tab title="Support at the market entry"
We provide legal and tax advisory services at every stage of the process of entering the stock exchange, ranging from support in the preparation of the public offer, through assistance in the development of a plan and schedule of entry to the stock exchange, the development of a prospectus, to comprehensive current legal and tax advice for the public company.
Our experts have expertise and years of experience in carrying out securities offers and operating on capital markets, and membership of the international consulting network has enriched their knowledge of the functioning of foreign capital markets.
Our services include:
- • Review of the Company for readiness to enter the stock exchange;
- • Develop a plan to prepare the Company for a stock debut (the so-called Pre-IPO assessment);
- • Assessment of the possibility of raising capital through a public tender;
- • Analysis of historical financial information in the prospectus;
- • Analysis of the financial projections prepared by the issuer;
- • Carrying out due diligence;
- • Develop the Company's long-term business strategy;
- • Support during the stock market debut (drafting the report on the Company's activities and presenting its financial results);
- • Support in the preparation of public offerings;
- • Advice on meeting financial reporting requirements for the purposes of the prospectus;
- • Support in the preparation of the prospectus;
- • Analysis of the tax implications of the market entry process;
- • Tax advice on restructuring;
- • Advice on the conversion of financial statements to IFRS, US GAAP or other reporting standards;
- • Support in the valuation of the Company for public offering;
- • Corporate governance and market communication;
- • Legal and tax advice on financial instruments;
- • Advice on compliance with reporting requirements by public companies;
- • Support in the process of managing investor relations.
{tab title=" Company mergers - legal and tax aspects "}
The merger of capital companies, as a case of merger of commercial companies, involves the transfer of the assets (assets and liabilities) of the company acquired to another company (the acquiring company) already existing or the transfer of the assets of the merging companies to the newly created company.
To date, the shareholders (shareholders) of the company being acquired or of the companies merging by the formation of the new company receive shares (shares) of the acquiring or newly bound company for the transferred assets. A company acquired or merged by a new company loses its legal status.