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Business plans and market analysis

Business plans and market analysis

We offer drawing up a business plan for a functioning enterprise or a new business idea.

The first stage is getting to know the enterprise or the idea behind its activities, which enables CMT Advisory consultants to tailor the scope of works performed to the industry and specific nature of the project. Then, the most complex part of the project starts where business assumptions are determined and quantified. This will enable an idea to be converted into figures and the enterprise future will be simulated in a financial model developed by CMT Advisory specialists.

Business plan developed by our team is a reliable picture of the business concept, enterprise or the entire capital group.

The course of work associated with business plan

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 effect is a document containing key analyses:

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 a part of business plans

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

Meet the experts involved in business plans preparation and market analyses:

Maciej Stradomski, Ph.D., Habilitated doctor, professor of UEP
Maciej Stradomski, Ph.D., Habilitated doctor, professor of UEP

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.

Dariusz Zawadka, Ph.D.
Dariusz Zawadka, Ph.D.

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.

Przemysław Grobelny, CFA, Ph.D.
Przemysław Grobelny, CFA, Ph.D.

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).

Maciej Zając
Maciej Zając

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.

Jakub Multański
Jakub Multański

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.

Marta Latoń (Pszczółkowska)
Marta Latoń (Pszczółkowska)

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).

Mateusz Mikutowski, PhD
Mateusz Mikutowski, PhD

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

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