The automotive sector is on the verge of a tremendous transformation. Its future is affected by new technologies as well as continuous innovation development which poses a challenge to entrepreneurs operating in that sector.

We are aware that automotive businesses, both during an investment process as well as ongoing business operation, have specific, individual needs that require experienced experts in various areas. In our team, we combine competences in such fields as law, tax, investment, and finances, which allows us to assist businesses in making apt decisions.

If your business operates in the Automotive sector, we offer the following support, in that we:

• Provide comprehensive support in the process of developing and constructing manufacturing plants.
• Conduct market analyses accounting for business specificity.
• Advise as regards M&A transactions on both the buyer and seller’s side.
• Assist and conduct transactions related to the acquisition of land and developed real estate.
• Evaluate direct investment costs and follow-up costs.
• Provide assistance in communicating with trade unions as regards the ongoing interpretation of regulations.
• Provide comprehensive support on restructuring processes.
• Provide ongoing legal, tax, accounting, HR, and payroll advisory services and ensure that tax accounting and bookkeeping is conducted in a reliable manner.  

Transport and Logistics are characterised by more intensive regulatory activity of domestic, EU, and international legislators, which will have a great effect on changes on the market itself.

Transport and Logistics are sectors that are strictly correlated, and which create a number of challenges and opportunities. At JP Weber, we help you face the challenges and tap into the opportunities that arise.

If your business operates in the Transport and Logistics sector, we offer the following support, in that we:

• Devise agreements, terms and conditions, and regulations for rendering services taking into account the various branches of transportation.
• Develop dedicated legal models and agreement templates as regards logistics and distribution along with collaboration procedures.
• Advise and represent clients in disputes and processes related to the rendering of transportation, forwarding, and logistics services.
• Provide advisory services on M&A transactions on both the buyer and seller’s side.
• Assist in finding potential financial partners and investors as part of local and international expansion.
• Provide comprehensive support on restructuring processes.
• Provide ongoing legal, tax, accounting, HR, and payroll advisory services and ensure that tax accounting and bookkeeping is conducted in an accurate manner.  

Real estate market areas of operation, i.e., transactions, raising finance, investment processes or implementation of tax solutions require the collaboration of a number of specialists at various levels.

We are experts in real estate, investment, and construction markets and provide support to domestic and foreign entrepreneurs as regards any matters related to their operation in the said areas by providing tax, legal, investment, and financial advisory services.

If your business operates in the Real Estate sector, we offer the following support, in that we:

• Devise and model transaction structures as regards real estate with tax and financial aspects in mind.
• Provide advisory services on real estate alienation or acquisition, including from public entities, related to obtaining permits to operate in the special economic zone.
• Conduct pre-transactional comprehensive due diligence in real estate and offer the best ways to eliminate potential risks.
• Advise in establishing and removing encumbrances from real estate.
• Provide support in processes and operations related to obtaining any relevant permits, arrangements, or administrative decisions.
• Represent clients at every stage of court proceedings or before administrative bodies as regards real estate and investment processes.
• Devise comprehensive restructuring plans for real estate.  

This extremely competitive market requires businesses to better understand market behaviours, preferences, and trends, and to promptly adapt to new market conditions.

We provide assistance in devising comprehensive market entry strategies, support in handling transactions as well as post-merger and acquisition integration. We help to identify and manage legal, tax, business and technological risks as well as to meet growing regulatory requirements.

If your business operates in the Food & Agri sector, we offer the following support, in that we:

• Advise as regards M&A transactions on both the buyer and seller’s side.
• Devise and implement restructuring and reorganisation plans.
• Provide comprehensive services in the tax sphere and represent our clients during tax proceedings.
• Advise clients on matters related to product labelling and restrictions imposed on distribution and trade.
• Implement projects related to hiring employees and regulating work conditions.
• Offer ongoing legal, tax, accounting, HR, and payroll advisory services and oversee that tax accounting and bookkeeping is conducted in an appropriate manner. 

IT is one of the fastest developing sectors, and its dynamic growth forces businesses to undergo continuous transformation and adapt to an increasingly regulated legal and tax environment.

As part of Smart Tech – an interdisciplinary team that combines competences of such areas as: transaction, legal, tax, and finance advisory services, we provide support to the IT sector in a broad sense. As a member of the IT, Software & Internet Group operating within M&A Worldwide, we implement solutions based on the best international practices.

If your business operates in the IT sector, we offer the following support, in that we:

• Advise as regards financing by banks and other debt-capital providers.
• Perform overviews of strategic options, devise business plans, and assist in forecast modelling.
• Draw up management reports along with analytics.
• Implement tax reliefs for businesses and IT employees, and correspondingly account for them.
• Provide tax advisory services as regards ongoing business operation.
• Provide accounting and payroll services as well as individualised management reporting.
• Ensure intellectual property protection, the protection of business secrets, and the efficient transfer of knowledge.
• Support ongoing tax services on labour law, companies law, and B2B relations.
• Analyse client needs as regards personal data protection, implement suitable procedures, and deliver any relevant documentation.
• Advise on mergers and acquisitions on the buyer and seller’s side including MBOs or LBOs.
• Assist in raising equity capital in collaboration with private equity funds.  

Each sector is governed by its own rules but our experience gained in various industries, along with the neutrality of our services, enables us to provide comprehensive services in other sectors equally well.

Mergers and acquisitions is a complex and multi-stage process which requires a broad perspective. Success is dependent upon the apt identification of objectives, strategic, and financial assumptions, as well as investor expectations.

Our team provides individual advisory support at every stage of a business alienation or acquisition process. Meticulously scheduled and effectively implemented strategies enable us to add real value to a transaction, limit potential risks, and guarantee success.

As part of our M&A services, the following support is offered, in that we:

• Advise on M&A processes on the buyer and seller’s side, including MBO, MBI, and LBO projects.
• Identify and establish relations with potential targets, and assist in attracting an investor.
• Deliver business plans, investment memoranda as well as project-related key documentation.
• Devise negotiation methods and strategies.  

From a business owner’s perspective, financing is a vital process in both the initial and the subsequent growth phase. The relevant actions enable not only the implementation of a business strategy but may also be crucial for the functioning of an enterprise on a market.

At JP Weber, we understand that obtaining financing is a process that must be fully correlated with any ongoing operation and development plans of your business. Therefore, we provide comprehensive support and assist you in making important financial decisions.

As part of our services, the following support is offered, in that we:

• Identify potential sources of financing and conduct preliminary assessment of whether obtaining financing is viable.
• Provide support in establishing relations with investors and funds (local and international).
• Verify financial models and devise optimal financing structures based on various scenarios.
• Deliver business plans and other documentation required for a project’s implementation depending on the financing source.
• Verify terms and conditions as well as the provisions of agreements, and we assist in meeting additional requirements.
• Provide support in refinancing and the optimisation of financing sources. 

Efficiently conducted due diligence is the key to every successful transaction and underpins value creation in the long-term.

The complementary competences of our team members in finance, tax, law, and management enable us to conduct comprehensive business assessments and obtain an extensive perspective as regards an enterprise.

As part of our Due Diligence services, the following support is offered, in that we:

• Deliver overviews to current owners and comprehensively determine a company’s Exit Readiness (sell-side).
• Deliver data packages in the sales process (Vendor Assistance) and prepare Vendor Due Diligence.
• Conduct comprehensive due diligence (buy-side), encompassing the following areas:
• legal
• tax
• financial
• Identify potential risks and threats related to the acquisition process and subsequent integration.  

Each transaction is specific and therefore requires an individual approach and strategy, and the success thereof is dependent upon the meticulous preparation of the process and knowledgeable and apt conduct thereof.

At JP Weber, we focus on providing services at every stage of a transaction, starting from pre-transactional activities through the transaction structurisation, to post-transactional support. Thanks to our interdisciplinary approach of combining both the knowledge and experience of our advisors and their diverse areas of expertise, we are able to secure your project at every level, thus achieving the highest added value once the transaction is finalised. 

As part of our Transaction Advisory Services the following support is offered, in that we:

• Identify, analyse, and evaluate synergy potentials.
• Deliver financial reports as regards carve-out transactions.
• Analyse forecasts and business plans, and support buyers in the financial modelling of an acquisition target.
• Determine the transaction structure from a legal, tax, and business vantage point and coordinate the process.
• Provide comprehensive support in preparing transaction documentation such as: term-sheets, TSAs (Transition Services Agreements), APAs (Asset Purchase Agreements), SPAs (Share Purchase Agreements), from a business as well as legal and tax perspective.
• Draw up pricing formulas and earn-out models.
• Provide support as regards management accounting.  

Transactions require well-thought-out tax planning incorporating diverse scenarios which enable the securing of crucial tax aspects of intended actions.

Our team pays special attention to the identification of tax implications and risks related to a transaction. Due to interdisciplinary collaboration with other teams, we can recommend optimal solutions for your transaction.

As part of services, the following support is offered, in that we:

• Conduct tax due diligence.
• Deliver a tax structurisation of a company or enterprise acquisition and devise tax plans.
• Secure key aspects of an alienation and acquisition transaction of both business entities and real estate.
• Analyse the tax effects of an envisioned reorganisation of an enterprise or stock and share deals within a capital group.
• Secure the tax aspects of intended actions and recommend solutions.  

We are aware that only a comprehensive approach towards entrepreneurs’ problems enables us to walk them through the restructuring process efficiently.

We will help you to analyse and evaluate your business operations, develop recommendations for change and implement a strategy that will allow for a higher operational profitability and the execution of restructuring plans.

As part of our services, the following support is offered, in that we:

• Perform analyses of a company’s financial, operational, legal, and business standing.
• Provide advisory services on restructuring and devise restructuring plans that account for both short-term cash flow improvement as well as long-term restoration of business profitability.
• Advise on changing the structure of your business.
• Oversee cash flow management during a restructuring process.
• Provide support in the event there is a need to recover trade debt.
• Assist in business liquidation processes.  

As part of Greenfield and Brownfield type projects, we partake in the entire process – starting from market conditions examination to the implementation of a devised concept.

Our team, while simultaneously securing an investment from a legal perspective, can take over the entire project management process – starting from the identification and examination of whether it is potentially viable, delivering a location analysis, including the identification of state aid sources, to the management of the construction process and launch of the investment.

Strategic Advisory Services and Analysis

• Advise as regards optimal development forms selected from potential market scenarios and variants.
• Deliver location analyses at global and local levels, taking into account state aid options.
• Devise comprehensive market entry strategies and business plans.
• Identify and verify optimal real estate (Brown-field and Green-field).

Transaction and Due Diligence in Real Estate

• Provide comprehensive advisory services in the real estate alienation and acquisition process.
• Conduct comprehensive due diligence in real estate, taking into account technical, legal, and tax aspects.
• Determine the transaction structure accounting for legal, tax, and business perspectives and subsequently coordinate the process.
• Deliver acquisition transactions of real estate in receivership.
• Devise agreements and relevant documentation, as well as represent clients before all stakeholders.

Investment Process Management

• Deliver investment processes and provide support in developing real estate.
• Devise schedules of works and expenditures and verify investments assumptions.
• Provide comprehensive advisory services during the construction or conversion process of a plant or a production hall.
• Draw up documentation as well as economic and technical assumptions.
• Organise tenders for architects/general contractors.
• Take over the management process of building permits along with the entire project until the business becomes fully operational.
• Advise on obtaining special economic zone permits.

State Aid

• Conduct comprehensive analyses of projects to deliver an optimal concept.
• Identify potential state aid sources and assess the odds for state aid approval.
• Draw up indispensable documentation and oversee the formal compliance of documents with the guidelines of individual programs.
• Provide support in project management and accounting for subsidies.
• Consult with institutions granting subsidies to entrepreneurs on an ongoing basis.  

The implementation of product, process, or organisational innovation with the application of business grants requires a structured plan which will facilitate an effective execution.

We provide advisory services on how to obtain subsidies for your projects by recommending and utilising optimal instruments. We offer our support in obtaining financial aid for various business ventures starting from the granting of subsidies to the accounting for them.

As part of our services, the following support is offered, in that we:

• Analyse accessible sources to finance your new investment and development projects.
• Provide support in obtaining CIT exemption pursuant to a Decision on support and in real estate tax in accordance with a resolution of a competent municipality.
• Provide support in obtaining government grants and provide advisory services as regards EU funds.
• Implement tax reliefs and preferential taxation.
• Provide support in reporting processes as well as ongoing accounting for subsidies and tax reliefs.  

Drawing up agreements, solving employees’ issues, resolving disputes or ensuring compliance with current legal provisions – all of the foregoing areas require specialised legal knowledge and experience along with a suitable business approach.

Our lawyers cooperate with professionals from other teams, i.e., tax, financial, transactional, and investment departments which enables them to provide comprehensive legal services allowing for an unhindered running of your business and enhancing your business potential to the fullest.  

Company law

Company law is an area that stipulates the principles of the functioning of commercial companies, civil law partnerships, and partnerships.  

The implementation of the said principles requires balance between legal obligations and business strategies. Our experts identify and analyse any significant internal and external factors related to the operation of a business, hence are able to find the best solution from both legal and business perspectives.

As part of our company law services, the following support is offered, in that we:

• Optimise legal solutions related to ongoing business activities.
• Draw up internal company regulations as well as analyse and advise as regards existing documentation.
• Provide legal support in terms of cooperation between shareholders/stockholders and managing persons in companies and between affiliated companies.
• Conduct share/stock purchase transactions within a company.
• Organise meetings and assemblies of company executive bodies.
• Analyse scopes of responsibilities and asses the risk of persons managing companies. 
• Advise as regards reaping the benefits from the rights inherent to having shares, stocks, or securities. 
• Provide comprehensive legal support taking into account any commercial law provisions.

Labour law

Safeguarding transparent rules for work organisation allows for efficient management and a suitable atmosphere for business functioning.

Our experts will present you with solutions on any labour law-related issues with regard to running a business in Poland; current Polish and international legal provisions as well as business aspects of employment will be addressed.

As part of our services, the following support is offered, in that we:

• Provide comprehensive advisory services in terms of individual and collective labour law at every stage of employment, and employee disputes.
• Advise on the commencement, termination, and changes of employment.
• Adapt any conditions arising from labour law to business objectives.
• Prepare relevant documentation as regards remuneration, work time, no-competition, or work organisation.
• Represent clients in disputes arising from work relations.
• Provide support in group lay-offs and restructuring, and devise strategies for withdrawal from investment.

Contract law

Draw up agreements in a proper manner and in line with contract law regulations allows for efficient organisation and business operation.

We will assist you in any matters related to the concluding, executing, and terminating of agreements, thus ensuring that your business goals are achieved and legal risk is minimised. 

As part of our contract law services, the following support is offered, in that we:

• Devise a legal framework of cooperation between a client and their contractors.
• Advise as regards the conclusion, execution, and termination of agreements as well as implementation of any changes thereto.
• Provide advisory services on international agreements including governing law and jurisdiction.
• Develop legal actions that secure a client’s interests.
• Assist in enforcing rights arising from agreements.

Litigation

The specifics of court proceedings require an approach that accounts for the various aspects of a dispute, not only providing court representation or fulfilling legal obligations, but also conducting strategic analyses.

By combining the relevant competences on conducting analyses with specialised knowledge and experience, along with our knowledge of the specifics of an industry and our business approach, we provide comprehensive support as regards court disputes.

As part of our services, the following support is offered, in that we:

• Provide advisory services on the selection of an optimal strategy while keeping in mind the promptness of dispute resolution and the importance of minimising legal risk and the costs incurred.
• Provide court representation at every stage of civil, administrative, court, and administrative proceedings, as well as in proceedings to secure claims, enforcement, and arbitrary proceedings along with mediations.
• Handle court proceedings from the very beginning and, at the same time, we minimise the client's involvement in matters outside the core scope of their business operation.
• Protect a client’s interests in the event of unfounded accusations being raised by former business partners.

Personal data protection

Personal data protection does not end with the implementation of regulations and procedures, but it is an area that requires constant monitoring as well as taking into account legal, technical, and business aspects.

We will help you to devise appropriate solutions and mechanisms for data management which will enable your personal data protection and its compliance with regulations be effective and lasting for your company.

As part of our services, the following support is offered, in that we:

•  
• Verify principles related to personal data processing and business processes and evaluate the legality thereof.
• Analyse up-to-date documentation in terms of personal data protection requirements arising from GDPR.
• Devise comprehensive documentation and relevant agreements with cybersecurity in mind.
• Develop recommendations on IT system security measures, security control and personal data processing plans.
• Conduct workshops to raise employee’s awareness.  

Compliance

Proper compliance refers to the implementation of a company’s strategic goals in line with legal regulations, standards, and good practices.

Our team of attorneys will help you to identify and manage any types of legal and regulatory risks thus safeguarding the implementation of your business objectives along with the smooth and comfortable running of your business.

As part of our services, the following support is offered, in that we:

• Advise on the combatting of the financing of terrorism, and anti-money laundering issues.
• Identify and evaluate compliance risks.
• Implement compliance programs tailored to individual needs (CMS – the compliance management system).
• Provide support to our clients within the framework of Compliance Officer service – outsourcing.
• Perform audits and updates of existing internal procedures and agreements as well as devise internal documentation.
• Verify agreements, model agreements, and individual clauses to ensure compliance with new legal provisions.
• Develop and conduct training sessions tailored to client’s individual needs.  

Tax security underpins the stability of running a business and is indispensable to the implementation of strategic business objectives.

In the constantly changing regulations and provisions of the law, we provide comprehensive tax support. By combining expertise in tax, law, and finances with market experience, we provide comprehensive tax advisory services to your company, deliver objective and independent opinions along with expert evaluations.

As part of our services, the following support is offered, in that we:

• Analyse the tax effects of concluded agreements and transactions in terms of CIT, VAT, and international taxes.
• Provide verification from the financing and refinancing tax perspective of an enterprise.
• Advise as regards transfer pricing for intra-group transactions.
• Support key employees in PIT settlements in Poland.
• Provide support with tax reporting.
• Conduct tax overviews with CIT, VAT, and real estate tax in mind.
• Provide comprehensive advisory services with regard to VAT and CIT.
• Assist during tax inspections and tax proceedings.
• Provide tax services on excise and duty tax. 

Finance and accounting are rudiments of a number of ventures implemented within a company which require viable processes and specialised knowledge.

We will assist you in navigating the continually changing regulations and legal provisions related to bookkeeping and reporting by providing comprehensive financial, accounting, HR, and payroll services to your company.

Finance and Accounting Advisory Services

• Provide support to internal accounting departments as an advisory company.
• Provide the supervision of an internal team of accountants via a Chief Accountant.
• Provide support in devising financial statements.
• Recommend solutions as regards internal accounting processes.
• Perform an overview of up-to-date accounting periods with a view to verifying compliance with regulations and good practices.
• Conduct individualised economic analyses of a business and deliver individual reports tailored to client needs (Management reporting).  

Financial and Accounting Services

• Provide bookkeeping services in compliance with Polish regulations and IFRS.
• Deliver declarations, tax information, and other obligatory reports.
• Conduct periodical analyses as required for an enterprise's economic characteristics, analyses of financial liquidity, and deliver trial balance.
• Devise financial reports pursuant to Polish regulations and IFRS as well as in accordance with MSSF requirements on the basis of financial reports in line with Polish Accounting Standards.
• Provide advisory services and representation in the event of a tax or social-security inspection.

HR and Payroll Services

• Provide comprehensive services as regards keeping HR and payroll records.
• Calculate remuneration pursuant to the current provisions of the law taking into account a company’s remuneration regulations.
• Devise declarations and settlements of accounts with public administrative bodies.
• Deliver relevant documentation and certificates.
• Draw up reports and analyses as regards the settlement of accounts.  

Each case of employing a foreigner is unique in its nature, and the process of obtaining a permit entails negotiating multiple stages.

Immigration 360° is a service that consists in providing interdisciplinary support as regards the employment of foreigners. We aim not only to navigate businesses through that process, but also to provide legal, tax, and strategic support designed to secure favourable working conditions for both the employer and the employee.

As part of our services, the following support is offered, in that we:

• Analyse a foreigner’s status and deliver comprehensive documentation.
• Scrutinise taxation principles and effects, recommend solutions that are best suited, and monitor residency-status change dates.
• Provide support in obtaining work and stay permits by representing clients before the relevant offices.
• Provide comprehensive advisory services in launching a business by devising agreements and opinions.
• Monitor the status of foreigners employed in a company taking into account their residency-status change date.
• Provide full legal support to a business entity which already has foreigners in their employ.
• Conduct training as regards the optimalisation of immigration and business processes within a company.