Monika Maliszewska EFEKTA Managing Partner

Transaction consultancy – safe decisions, maximum profit

Business transactions such as mergers, acquisitions, the sale of shares or the raising of investors are key moments for the development of any company. However, without adequate preparation, they may involve financial, legal or operational risks. Transaction consultancy from EFEKTA is support at every stage of the transaction – from analysis, through negotiation to finalisation. With us, your decisions will be secure and your transactions beneficial and safe.


What is transactional consultancy?

Transactional consultancy is a comprehensive support for entrepreneurs in processes related to key business decisions. Its aim is:

  • Identification of the risks – financial, tax, legal and operational risks associated with the transaction.
  • Value assessment – analysis and valuation of a business or shares.
  • Optimisation of the transaction structure – selecting the most favourable form of carrying out the transaction.
  • Negotiation support – assistance in obtaining the best contract terms.
  • Finalising the transaction – preparing documentation and bringing the process to closure.

When is it worthwhile to take advantage of transactional consultancy?

  1. Mergers and acquisitions (M&A)
    Are you planning an acquisition of another company or a business merger? Transactional consultancy will provide a full analysis of risks, legal compliance and negotiation assistance.
  2. Sale of shares or company
    Want to sell your shares or business? The valuation of the company, the audit and the preparation of the documentation are key to obtaining the maximum profit.
  3. Acquiring an investor
    Are you in need of capital support? We will advise you on how to effectively present your company and negotiate investment terms.
  4. Restructuring and transformation
    Are you changing the structure of your company, bringing in new shareholders or reorganising your business? Transactional consultancy will optimise the process from a financial and tax perspective.
  5. Entry into new markets
    Expansion abroad requires knowledge of local regulations and support in assessing the risks.

Our transactional consultancy services

At EFEKTA we offer comprehensive support in transactional processes, which includes:

  1. Financial and tax analysis
    We conduct a detailed financial and tax analysis of the company, identifying potential risks and optimisation opportunities.
  2. Valuation of companies
    We prepare the valuation of a company, shares or asset based on proven methods such as DCF (discounted cash flow) or comparative analysis.
  3. Due Diligence
    We conduct a comprehensive audit of the company in the financial, tax, legal and operational areas to provide a complete picture prior to a transaction.
  4. Transaction structuring
    We design optimal transaction structures, taking into account tax, legal and operational aspects.
  5. Negotiation support
    We represent your interests, helping to work out favourable contractual terms and minimising risks.
  6. Preparation of transaction documentation
    We prepare agreements, letters of intent (LOIs), information memoranda and other documents necessary to finalise a transaction.
  7. Managing the transaction process
    We coordinate the entire process, ensuring smooth operations and communication between the parties.

Benefits from transactional consultancy at EFEKTA

  1. Risk minimisation
    With a comprehensive analysis, you will avoid unexpected legal, financial or tax problems.
  2. Maximising value
    We help negotiate the best deal and increase profitability.
  3. Security and professionalism
    Our experience of working with companies in a wide range of industries enables us to provide solutions tailored to your needs.
  4. Transparency and precision
    We provide full transparency at every stage of the process, providing detailed analysis and reports.
  5. Support at every stage
    We are with you from the first analyses through to the closing of the transaction.

Why EFEKTA?

  1. Experience in transactional processes
    Our team has many years of experience in handling mergers, acquisitions and other complex business transactions.
  2. Comprehensive approach
    We combine financial, tax and legal expertise to provide comprehensive support at every stage of the transaction.
  3. Individual solutions
    We tailor our services to the specifics of your business and transactional needs.
  4. Efficiency and timeliness
    We ensure that processes are carried out efficiently and on schedule.

Safe transactions with EFEKTA

Transactional consultancy from EFEKTA ensures that every business decision is based on sound data and in-depth analysis. With our support, your transactions will be transparent, safe and as beneficial as possible.

Contact us today to find out more about our transactional consultancy services. Make an appointment for a free consultation and find out how we can help you achieve your business goals.

EFEKTA – your support in major decisions.


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