Challenge

The client, a commercial property and business owner, planned to sell and restructure their business. A key concern was minimising transaction costs while fully complying with applicable regulations.

Our Approach

  1. Situation Assessment: We conducted a detailed financial and legal-business analysis of the client, reviewing contracts, ownership structures and potential transaction scenarios, considering both regulatory and financial aspects.
  2. Alternative Solutions: We recommended approaches that allowed the transaction to be completed efficiently and in full compliance with relevant laws.
  3. Transaction Support: We prepared a comprehensive action plan and all necessary documentation, enabling the client to execute the sale transparently, in full compliance with applicable regulations, while reducing transaction costs.

Result

Thanks to our support, the client successfully sold the property, optimising transaction costs by 100,000 PLN compared to initial projections. The sale was carried out transparently and in full compliance with tax and commercial law, minimising unnecessary expenses. Additionally, the client received valuable guidance on financial management, helping them avoid similar challenges in the future.