Leading M&A transactions safely to completion
From the data room to 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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Insights
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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We are there for you at the following locations:
FAQ
Here you will find answers to frequently asked questions about our services and processes. If you still have any questions, please do not hesitate to contact us. Contact us with us.
Clarity in complex processes. We analyse, structure and support M&A decisions. So that opportunities can be utilised. Secure. Sound. Reliable.