Decisions that change the trajectory.
A handful of representative engagements across tax, finance, transactions and succession. Names of clients remain confidential.
- Manufacturing
Turnaround and CFO leadership in a TSL group
ChallengeLoss-making operations, fragmented reporting and an upcoming refinancing covenant test.
OutcomeRestored EBITDA, consolidated financial reporting and successful refinancing of senior debt.
- Automotive
Process and finance transformation in an OEM Tier-1
ChallengeManual back-office, three ERPs after acquisitions, no single source of truth for management reporting.
OutcomeUnified controlling, automated month-end close, shorter reporting cycle from 14 to 5 working days.
- Retail & E-commerce
VAT and KSeF readiness for a multi-entity retailer
ChallengeComplex VAT positions across markets, no centralised invoice flow, KSeF deadline approaching.
OutcomeDocumented VAT framework, e-invoicing pipeline integrated with ERP, internal controls in place.
- Family business
Family foundation as a succession vehicle
ChallengeOwner approaching succession, multiple operating companies, real estate and minority stakes.
OutcomeFamily foundation designed with statute, asset transfer plan and governance — operational within six months.