Why?
The challenges that family businesses and their owners are faced with are often more complex than in the case of other business forms – from succession planning, through securing assets to maintaining family harmony and conflict resolution. The strength of family businesses lies not only in the combination of business and family values, but also the ability to establish long-lasting and permanent relationships with clients, employees and local communities. Such enterprises are often developed with passion and in a multi-generational perspective. Fusing business and family matters can be complicated, especially in breakthrough moments, such as handing over a company to the next generation, the need to adapt its structure to changing market realities or selling it to third-party investors.
Effective and efficient planning and handling of such issues requires the involvement of experts that combine substantive knowledge with experience in cooperating with family businesses.
For whom?
Our services are aimed at family business owners and their successors – regardless of the scale or industry. We advise entrepreneurs who plan succession, restructuring, asset changes, remedial actions, and also consider selling a company to a third-party investor. We also support initiatives and processes associated with ensuring control and implementing a long-term business development vision, among other things through establishing family foundations or such contractual solutions as family constitutions. We help in the foreign expansion of family business and establishing entities and holding or investment structures abroad.
How?
Based on the know-how and experience of our multidisciplinary expert team, we offer comprehensive support at each stage of family business operations, among other things, in such areas as:
- succession – we develop asset bequest and inheritance strategies, creating legal and tax framework supporting the succession process. We facilitate introducing successors to company management and help develop a cooperation model between the seniors and the new generation;
- reorganisation – we advise on the optimal legal and tax forms of business activities. We assist with mergers, demergers and company transformations to protect family assets and increase business efficiency;
- family foundations – we advise and directly assist in establishing family foundations domestically and abroad. We assist with drawing up the articles of association and a method to incorporate them into the family and business structure through solutions tailored to individual needs and long-term intentions;
- family constitutions – we support families in establishing and implementing family foundations that help manage internal relations and business operations, protecting the interests of all family members;
- valuation of enterprises, companies, projects and real estate – based on our certified experts and valuers, we offer the valuation of various asset classes, including enterprises, companies and company shares, real estate and projects at each implementation stage;
- transaction preparation and support – we prepare family businesses for sale to third-party investors and guide them through the purchasing of other entities. We provide comprehensive support – from due diligence, through transaction modelling, to negotiations and introducing post-acquisition changes;
- state aid and tax relief – we assist in obtaining financial support both from EU and domestic funds available under state aid, and also within available investment tax incentives (Polish Investment Zone, other tax reliefs)
