Business plans and market analysis
Workflow related to the creation of business plans
In the former case, the service is frequently applied in connection with restructuring of an entity or a dynamic development of a company that grows its business by adding new products or services.
The need to draw up a business plan may also arise from formal requirements of the bank that is the company’s lender or other financial institutions or potential investors.
The business plan can also make a perfect tool to plan and control achievement of the enterprise’s goals.
The outcome of the work is a document containing such sections as:
Characteristics of the entity or planned project
Key financial data
Description of assumptions made
Financial forecast of the activities
Financial analysis and conclusions
As a result of the service of business plan preparation, you will obtain a comprehensive business and financial analysis of the planned project along with determination of its profitability.
Market analysis as part of the business plan
Market analysis is a vital element of a business plan as well as a separately compiled document.
Many years of experience in the implementation of projects from different sectors and access to specialized tools allows us to thoroughly analyse the situation in selected sectors.
The market analyses of CMT Advisory include elements such as:
Industry characteristics, its volume and dynamics of development in particular years, together with forecasts of changes
Characteristics of the markets closely related to a given industry, their status and development prospects which directly affect the industry
Identification of entities constituting direct competition or entities above / below the production chain
Analysis of the transactional market and indication of current market trends and development prospects as to possible mergers and acquisitions by market participants
CMT’s qualified experts are involved in the creation of business plans and market analyses:
He supervises and supports the team implementing projects related to company restructuring. He also specialises in corporate finance, corporate governance and M&A transactions, especially offering advice on acquisition strategies and obtaining financing.
With a post-doctoral degree in Finance, he is a lecturer and professor of the Poznań University of Economics and Business, where he heads the Department of Investment and Capital Markets. For years, he has been involved in banking, private equity and advisory industry. Co-founder and Board Member of CMT Advisory. He is a member of numerous supervisory boards of capital companies. Director of the Program Council of the Family Business Institute.
Responsible for the supervision and implementation of projects relating to mergers and acquisitions, e.g. providing advisory services to the selling and the buying parties. Specialist in ownership buy-outs, company valuations and financial modelling.
Doctor of Finance Sciences, for a long time assistant professor at the Department of Investment and Capital Markets of the Poznań University of Economics and Business. He has also studied at Harvard University and London School of Economics. Stockbroker eligible for offering investment advisory services. A former lecturer in the Stock Exchange School of the Warsaw Stock Exchange.
He is responsible for corporate finance, cooperation with financial institutions and M&A transactions. He supports entrepreneurs in financial planning, establishing market values of key assets and implementing supervisory systems and recovery plans. His areas of activity also include preparing expert evidence for court and arbitration disputes and financial advisory in restructuring proceedings.
Active in the financial advisory sector for over a decade. A graduate of the Poznań University of Economics and Business (with specialisations in Investment and Real Estate Management and Capital Investment and Corporate Financial Strategies) and studied at Athens University of Economics and Business. Doctor of Finance since 2018 and holder of the prestigious international professional title of a Chartered Financial Analyst (CFA).
A CMT Advisory Partner supervising and implementing projects in the area of M&A transactions as an advisor to the selling or the buying party. He also provides economic consultancy advice and supports in restructuring and reorganisation of enterprises, e.g. composition and sanative proceedings.
He has been gaining competence in the consulting industry since his Master’s studies at the Poznań University of Economics and Business. In the meantime, he has completed doctoral studies in the Department of Investment and Capital Markets at this very university.
He carries out corporate finance projects, where he performs valuations of companies and intangible assets and prepares economic opinions for commercial disputes. A member of the M&A transactions team.
He started working for CMT Advisory still as a student at the Poznań University of Economics and Business, from which he graduated with a specialisation in Capital Investments and Corporate Financial Strategies.
Responsible for the implementation of M&A transaction projects, including advice on investment and divestment processes on the private market (acquisition and sale of businesses). Her activities moreover include valuation of enterprises and intangible assets, e.g. trademark valuation, as well as valuation of debt instruments (bonds).
As of her student years linked with the advisory sector and CMT Advisory. A graduate of the Poznań University of Economics and Business, specialising in Capital Investments and Corporate Financial Strategies. At present she works on the final exam towards obtaining the prestigious CFA title (Chartered Financial Analyst).
He supports entrepreneurs in M&A transaction processes on the buyer’s or seller’s side.
His activities include moreover valuation of intangible and legal assets, valuation of debt portfolios and creation of financial models.
He has been gaining experience in the consultancy industry since his student days. He gained his Ph.D. degree in the field of economics and finance at the Department of Investment and Financial Markets of Poznań University of Economics
Contact us for business plans and market analyses
Our experts will answer all your questions and prepare an offer tailored to your needs.
or call: +48 61 855 30 10SHOW NUMBER
Explore CMT Advisory’s full range of services
Our consultancy also covers the following areas:
Check also
