Leading M&A transactions safely to completion
From the data room to the closing -
We manage transactions in a structured, legally compliant and value-enhancing manner.
Company acquisitions and sales are complex and time-critical. We create transparency, secure value and manage all steps through to completion. Our interdisciplinary team combines tax and legal advice with auditing to provide comprehensive support.
Our solution approach at PLANARIS:
- Financial, Tax & Legal Due Diligence
- Company valuation & deal structure
- Purchase and participation agreements
- Financing & tax optimisation
- Post-merger integration
Carrying out M&A and transactions with PLANARIS
We accompany you on the buy and sell side - from preparation to closing. Risks are clearly identified and opportunities are emphasised transparently. This strengthens your negotiating position and secures the value of your company.
- Preparation of data rooms
- Contract and price negotiations
- Coordination with authorities and banks
- Integration after the closing
Our counselling process
- Analysis & preparation (company data, risks, values)
- Structuring & due diligence
- Contract drafting & negotiation
- Closing & Integration
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Your contact persons:
Specialist background & focus
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Bachelor of Science in Economics (Goethe University Frankfurt)
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Master of Science in Auditing (Frankfurt School of Finance & Management)
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Appointment as auditor
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Over eight years of experience in auditing annual and consolidated financial statements (HGB & IFRS)
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Generalist with a focus on industrial and service companies
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Sustainability reporting (CSRD, VSME) and accounting-related assurance projects
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Lecturer at the Fulda University of Applied Sciences
Counselling attitude
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Examinations as added value, not as a compulsory exercise
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Focus on efficiency, transparency and risk-orientated audit approaches
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Strong communication skills in dialogue with management, supervisory bodies and banks
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Combines technical depth with a practical understanding of business realities
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Dr Markus Risse
Lawyer
Partner
Areas of specialisation: Corporate law, reorganisations, M&A advice
EDUCATION/ PREVIOUS PROFESSIONAL ACTIVITY:
- Studied law at the Westphalian Wilhelms University of Münster
- First state examination in law 2009
- Research assistant at the Chair of Public Law, German, European and International Tax Law (Prof Dr Ralf P. Schenke), Julius-Maximilians-Universität Würzburg (2009-2013)
- Legal clerkship at the Bamberg Higher Regional Court (2012-2014)
- Employed lawyer in the Stuttgart office of Gleiss Lutz Hootz Hirsch PartmbB Rechtsanwälte, tax advisor, work in tax consultancy practice
MAIN AREAS OF ACTIVITY:
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- Corporate transactions
- Company law
- Inheritance law and inheritance tax law
- Succession planning including foreign reference
- International inheritance cases
- Execution of wills
- Foundation and non-profit law
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Wolfgang Reinhard
Auditor, tax consultant
Specialist consultant for online retail/e-commerce (IFU/ISM gGmbH)
Management Board PLANARIS Eurotreu AG
EDUCATION/ PREVIOUS PROFESSIONAL ACTIVITY:
- Studied economics at the Philipps University of Marburg and the Georg-August University of Göttingen
- 1991 Appointment as tax consultant
- Since 1991: Partner in the PLANARIS partnership
- 1995 Appointment as auditor
- 2020 Recognised as a certified online retail/e-commerce consultant (IFU / ISM gGmbH)
MAIN AREAS OF ACTIVITY:
- Advice on corporate transactions and reorganisations
- Succession counselling
- Tax declaration and structuring advice for clients in various sectors and legal forms, in particular companies in the online trade/e-commerce, temporary employment and haulage sectors
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Clarity in complex processes. We analyse, structure and support M&A decisions. So that opportunities can be utilised. Secure. Sound. Reliable.