It allows you to verify the actual financial condition of the company. You identify hidden risks earlier and gain stronger arguments when determining the price and contractual terms.
Secure your position before the deal
Why is it worth conducting financial due diligence before a transaction?
Financial statements and the seller’s presentation alone are not enough to assess the real condition of a company. In financial due diligence, we break down the numbers into their core components. We verify profitability, cost structure, working capital and debt so that your transaction decision is based on facts rather than general assurances.
You discover the true profitability of the business
You see whether the company genuinely earns money on its products and clients, and which areas only generate turnover without profit.
You avoid unpleasant surprises after closing
We identify one-off events, hidden costs and liabilities that could reduce results after the transaction is completed.
You gain stronger arguments in price negotiations
Based on the analysis of risks, debt and working capital, you receive solid figures that help justify the proposed valuation.
You understand where cash and debt come from
Cash flow analysis shows whether the company generates cash from operations or finances itself through debt.
You know what needs to be improved after the transaction
You receive a list of areas requiring improvement, making it easier to plan post-acquisition actions.
What does the financial due diligence process look like?
We tailor the review to a specific transaction. From defining the objective and scope, through financial analysis, to a red flag report with conclusions that you can immediately use in negotiations.
Understanding the situation and discussion about the company
We discuss the planned transaction, the company’s business model and answer key questions from your perspective. At this stage, we define the detailed scope of due diligence and the list of required data.
Collection and organisation of financial data
We receive financial statements, management reports and detailed breakdowns of revenues, costs, working capital and debt. We verify their consistency and prepare a database for analysis.
Risk, performance and cash flow analysis
We analyse the quality and repeatability of profits, cost structure, working capital, net debt and off-balance-sheet liabilities. During the process, we ask additional clarifying questions and identify key financial risks.
Red flag report and decision support
We prepare a concise report with the most important conclusions, indicating risk areas and their potential impact on the transaction. We discuss it with you step by step and help translate the figures into business decisions.
We provide financial due diligence services both to investors and buyers, as well as to owners preparing a company for sale.
Buyer’s financial due diligence
Vendor financial due diligence
It helps prepare the company for sale from a financial perspective, organise accounting, explain profit and cash flow drivers and present key indicators. It increases transparency for investors, strengthens the owner’s credibility and may positively affect the transaction valuation.
Verify the company in numbers before you buy or sell
Identify risks and hidden figures in the company you want to acquire.
Increase the valuation of the company you want to sell.
Ongoing support of an external CFO in due diligence and financial analysis
Tomasz Jankowski
Chief Financial Officer
For over 20 years, he has gained experience in listed companies and organisations that are leaders in their industries, including Impexmetal SA, Neuca, Piotr i Paweł and Kaczmarek Electric.
He has held the positions of Chief Accountant, CFO and CEO, giving him a deep understanding of financial management challenges across various industries and business scales.
He specialises in implementing modern financial management tools, cost accounting systems integrated with ERP, electronic document workflows and reporting compliant with International Financial Reporting Standards (IFRS).
He is a former board member of the Accountants Association in Poland and a lecturer. Today, he supports TaxCoach clients in optimising financial management and achieving business goals, while also developing the team by sharing his practical expertise.
Łukasz Szyczygieł
Chief Financial Officer
For over 20 years, he has gained experience in international organisations, supporting the dynamic development of financial and accounting structures across entire organisations. He has worked, among others, for DHL Group and Segro, participating in scaling teams and processes in rapidly growing structures.
He specialises in building and developing Shared Service Centres (SSC) and optimising financial and accounting processes. He managed SSC structures of GSK in Poznań, overseeing process migration in financial and accounting areas to seven countries, successfully increasing operational efficiency.
He holds extensive experience in large M&A projects, having participated in acquisition processes in Poland and the UK, as well as in the implementation of SAP S/4HANA systems for large capital groups. He combines operational expertise with a deep understanding of business needs.
Miłosz Baranowski
CEO
A graduate in corporate finance from WSB Merito University in Poznań and postgraduate studies at Poznań University of Technology.
He gained professional experience in corporate banking, sales and accounting. Since 2012, he has been an entrepreneur and CFO, supporting business owners in managing and effectively growing financial organisations.
At TaxCoach, he is responsible for designing and optimising processes, selecting key employees and identifying so-called bottlenecks.
By combining CFO competencies, project management expertise and ERP system configuration skills, he systematically improves the quality and efficiency of accounting departments by implementing and optimising controlling processes.
Need tax due diligence?
In addition to financial due diligence, we can organise a comprehensive tax review of the company.
The interests and security of our clients are our priority
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, which is why we are insured with PZU up to PLN 1,000,000.
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.
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.
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.
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.
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.
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.
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 :)
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.
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.
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.
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.
Frumbo Sp. z o.o.
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