145 AERIAL

Other advisory services

Looking for expert support?

Why? 

In a rapidly changing legal and financial environment, businesses need access to expert support in accounting, financial reporting, and the implementation of new regulations. Financial advisory services help not only to ensure compliance but also to improve the efficiency of internal processes and prepare for key corporate events – such as IPOs, shareholding transformations, or corporate reorganizations. 

For whom? 

We support: 

  • companies planning IPOs or other capital market transactions, as well as in search for additional external financing, 

  • entities subject to reporting obligations for banks, shareholders, or regulatory bodies, 

  • organizations undergoing reorganization processes: mergers, divisions, transformations, shareholding changes 

  • finance departments seeking periodic support or specialist expertise, 

  • companies implementing new regulations, including the CSRD Directive, 

  • organizations aiming to enhance management reporting quality and IFRS compliance.  

How? 

We provide specialized advisory services at the intersection of accounting, finance,  law and taxes – tailored to the specific needs of each client. We work flexibly, supporting both single projects and long-term processes. By combining technical expertise, audit practice, and experience in advisory and transactional projects, we deliver advisory services that bring tangible results. 

Our services include, among others: 

  • advisory and technical support for companies planning an IPO or searching for external financing in another form, 

  • monitoring the financial standing of entities to help maintain financing from banks and other institutions, 

  • preparation of management reporting, 

  • preparation of reports for shareholders, banks, and other stakeholders, 

  • audits of merger, division, or transformation plans; accounting policy review and updates, 

  • financial statement audit support, 

  • valuation of financial instruments at amortized cost or adjusted purchase price, 

  • interim support for finance and accounting departments, 

  • training in Polish and international accounting standards, 

  • assistance with implementing CSRD Directive requirements. 

Key contacts
Photo of Anita Bis
Anita Bis
Partner, Baker Tilly TPA
Photo of Maciej Krokosiński
Maciej Krokosiński
Partner, Baker Tilly TPA
Photo of Tomasz Martyniuk
Tomasz Martyniuk
Associate Partner, Baker Tilly TPA
Photo of Monika Tuzimek
Monika Tuzimek
Partner, Baker Tilly TPA
Looking for expert support?
Request a quote