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Due Diligence

Verify the company before you buy, sell or bring in an investor

We integrate financial, tax, legal, and commercial perspectives. By deeply analyzing financial data, contracts, and tax compliance, we ensure you uncover both the true potential and the underlying risks prior to closing. You receive an actionable report featuring concrete recommendations that can be immediately leveraged in purchase price negotiations, structuring contractual safeguards, and shaping your post-deal strategy.

97% of our clients rated us positively

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Scope of review

What does due diligence at TaxCoach include?

We customize the scope of every review to fit your transaction while keeping a 360-degree view of the business. By combining financial, legal, tax, and commercial insights, our reports do more than just show you where the company stands today—they forecast post-deal performance and highlight critical security factors for your investment.

Financial due diligence

We analyse financial statements, performance, margins, revenue and cost structure, working capital, debt and cash flow. We assess the repeatability of profits and the impact of one-off events on results.

Tax due diligence

We review the history of tax settlements. We identify tax arrears, disputes, optimisation schemes and areas of increased risk that may transfer to the buyer after the transaction.

Legal due diligence

We verify corporate status, contracts with clients and suppliers, loan agreements, security interests, title to real estate, intellectual property issues, as well as court and administrative disputes. We look for provisions that may restrict the transaction or generate additional liabilities.

What do we examine as part of due diligence?

Every due diligence engagement is customized to your deal type, sector, and commercial goals. By analyzing the target's core operations, we help you identify critical exposures, uncover growth opportunities, and highlight areas for optimization before you commit capital.

Example areas:

 

Financial due diligence
analysis of financial statements, quality of earnings, cost structure, profitability, cash flows, debt and working capital

Tax due diligence
review of tax settlements, identification of tax risks and liabilities, analysis of tax efficiency and compliance with applicable regulations

Legal due diligence
corporate documents, ownership structure, key commercial agreements, financing agreements, GDPR, AML, securities, guarantees, disputes, licences and administrative decisions

Operational and business area
assessment of the business model, operational processes, organisational structure, key resources and overall efficiency

HR and employment area
employment contracts and management contracts, remuneration systems, employee liabilities, HR risks and compliance with labour law

Real estate and assets
legal and factual status of properties used in operations, lease agreements, perpetual usufruct, encumbrances and key operating assets

Intellectual property and IT
copyrights, trademarks, licences, software, IT systems and data security

Who benefits from due diligence?

Due diligence serves as an essential assessment for anyone buying or selling a company, alongside the investors and lenders who finance the transaction.

Buyer’s legal due diligence

You are planning to acquire a company or business and want full knowledge of what you are actually purchasing. Due diligence allows you to identify risks related to the company’s operations and determine which of them should be reflected in the transaction price, contractual provisions or protective mechanisms safeguarding the buyer’s interests.

Vendor legal due diligence

You are preparing the company for sale and want to verify in advance which tax, financial or legal issues may affect the course of the transaction or its valuation. Due diligence helps organise documentation, eliminate potential problems and better prepare for discussions and questions from investors.

Combine legal services with tax advisory

Combine legal services with tax advisory Dedicated tax advisory department working in cooperation with the legal department.

 

 

Jarosław Wowra

Tax Advisor, Lawyer

Lawyer, specialist in financial law, tax advisor and author of over 300 publications on legal and tax topics. For many years associated with tax administration, he worked at the Tax Control Office, the Tax Office and the Tax Chamber in the Supervision Department over Offices, serving as a trainer for inspection services.

Thanks to this, he knows not only legal regulations but also internal processes and mechanisms within tax authorities. Since 2006, he has supported the private sector, conducting reorganizations of corporate and ownership structures, tax analyses and optimizations, and representing clients in court proceedings.

He has numerous successes in criminal tax cases, administrative proceedings and tax disputes. His knowledge of public institutions “from the inside” helps resolve cases without the need for lengthy tax and court proceedings.

Tomasz Jankowski

Chief Financial Officer and Head of Accounting

Over more than 20 years of professional career, he has gained extensive experience in prestigious listed companies and large enterprises with a stable market position, such as Impexmetal SA, Neuca, Piotr i Paweł and Kaczmarek Electric. He has served as Chief Accountant, Chief Financial Officer and CEO, which allowed him to gain in-depth knowledge of various financial management models across different industries and legal forms. He specialises in designing and implementing modern financial and accounting solutions, including production cost accounting systems integrated with ERP, electronic document workflow and reporting compliant with International Financial Reporting Standards (IFRS). As a lecturer and former board member of the Accountants Association in Poland, he actively shares his knowledge and experience. He currently supports TaxCoach clients in achieving their business goals, focusing on effective financial management. In addition to client work, he is involved in developing the competencies of the TaxCoach team through internal training and sharing practical expertise gained over many years in the financial sector.

We communicate in the following languages:

Polish

English

Ukrainian

Russian

Insurance policy – PLN 1,000,000

The interests and security of our clients are our priority. That is why we protect them with an insurance policy with PZU covering up to 1,000,000 PLN.

Companies served

10+ k

Satisfied clients

97%

Qualified specialists

100+

Reviews

Meet our clients and read their opinions about working with us

TaxCoach provides us with constant care and supervision in the form of outsourcing the Chief Accountant and supports the audit process conducted by the auditor.

During over two years of cooperation, TaxCoach employees have always demonstrated kindness, the ability to work flexibly and completed assigned tasks on time.

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Tomasz Framski

Consdata

When choosing an accounting firm, we were looking for a company with competent staff who would efficiently handle our accounting and handle the mandatory stock exchange reports.

In addition to basic services, TaxCoach accounting office offers tax advisors and a financial director, so we know our finances and taxes are in good hands.

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GIANLUCA LORENZO ACQUASANTA RASSUMOWSKI

Codeaddict S.A.

Thanks to the commitment of Mr. Miłosz Baranowski and his team, we managed to organize our accounting and introduce reporting, which enabled better financial management of our company.

We greatly value accessibility and communication skills – if we have any questions, we always have someone to call and we know that our doubts will be clarified.

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Krzysztof Burdalski

Drogowe Centrum Produkcyjno-Handlowe „BIG" Sp. z o.o.

Communication is very efficient, and thanks to our professional and experienced staff, all formalities are completed efficiently and on time. TaxCoach handles our income tax, VAT, and VAT OSS calculations, and also handles HR and payroll for our employees.

This year, the TaxCoach accounting firm implemented a new chart of accounts in our books. This chart was prepared by our management for cost budgeting purposes and adapted to the specific nature of our business. Thanks to the rapid implementation of this expanded chart of accounts, we have better control over our company's financial plan and can easily obtain not only essential tax information but also valuable management information.

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Games Lab

We've been using TaxCoach's accounting and HR services for almost three years now, and we've been very satisfied throughout our relationship.

The accounting, HR, and payroll services provided are of a very high standard, both in terms of content and organization. TaxCoach ensures the professionalism of its staff, and all deadlines are met.

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Grzegorz Sikorski

STEP RM Sp. z o.o.

What we value most is ongoing contact with our dedicated accountant and working together to find the best solutions for us.

From the very beginning, we felt surrounded by professional care. We no longer worry about missing important payment deadlines, which significantly improves the ease of running our business.

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Dawid Wójcik

SZTUKA BETONU

We have been working with TaxCoach for almost two years now and we are very satisfied – primarily because their service takes into account the realities of running a business, and not just adapts to accounting regulations.

We feel that there is a company on the other side, and not an extension of the tax office :)

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Szymon Więczek

Grupa WeDo Sp. z o.o.

We are very pleased with the services provided by TaxCoach.

Thanks to their modern solutions, everything runs smoothly. They offer a wide range of services, which allowed us to choose the perfect option for us. We feel secure thanks to the possibility of consulting with a tax advisor and their experienced staff. We know our finances are in good hands.

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Dentopolis s.c.

TaxCoach is a highly experienced company with a strong work ethic, as well as a modern and flexible company, ready to adapt to the client's needs.

Thanks to its extensive offer, it is able to propose individual solutions for its clients.

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Raion Automatyka

What I value most about working with TaxCoach is the full substantive support and immediate assistance in every matter related to running a business.

TaxCoach are ambassadors of professionalism and reliability, I heartily recommend them to all entrepreneurs.

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Beata Zapała

A.C.E. Produkcja Elektroniki Użytkowej Sp. z o.o.

We have been using TaxCoach services for accounting, HR and payroll since 2021.

We are very pleased with our collaboration. We especially appreciate the constant contact with our dedicated accountant and the seamless electronic document flow. The client panel is particularly helpful, allowing us access to all documents and monitoring work progress.

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Frumbo Sp. z o.o.

FAQ

What is due diligence?

Why is it worth conducting due diligence now?

What exactly do you examine during due diligence?

When is due diligence particularly recommended?

What if the report identifies problems?

Can the report be used in negotiations?

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