Business Consultancy at PLANARIS

From efficiency to foresight:
Our business consultancy thinks entrepreneurially.

Whether in a phase of growth, upheaval or crisis - we combine business management expertise with entrepreneurial practice. Our strength lies in the combination of analysis, financing and digitalisation. We also work closely with tax consultants, legal advisors and auditors. This results in solutions that not only work on paper, but in reality.

Financing & asset planning

Structuring capital. Secure values. Utilising opportunities.

We support companies and entrepreneurial families in strategically organising their financing and assets - with foresight and clear structures.

We accompany you with:

Accompanying and conducting meetings with banks
Funding advice (incl. checking eligibility for funding)
Investment and property management
Wealth planning and wealth management
CFO-as-a-Service: external CFO for planning & controlling

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Analysis & planning

Understanding numbers. Shaping the future.

Our analyses not only provide data, but also a basis for decision-making. Whether founding, reorganisation or restructuring - we create transparency and develop reliable scenarios.

We support you with:

Start-up counselling (incl. business plans)
Preparation of business plans and financial models
Reorganisation and restructuring advice
Preparation of expert reports (commercial / court-proof)
Big data analyses & data-driven decision-making models

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Digitalisation & optimisation

Modernise processes. Increase efficiency. Securing the future.

Digitalisation is not an end in itself - it creates freedom and efficiency. We support companies in their transformation and provide impetus for automated, AI-supported processes.

Our services:

Process automation and optimisation
Digitisation of existing processes & workflows
Programming & interface solutions
IT-related consulting (incl. AI applications)
(Tax) compliance & documentation

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Why PLANARIS?

  • Strategic & operational: from business plans to liquidity and earnings forecasts
  • Digital & future-orientated: Advice on process optimisation, automation and the use of AI
  • Client-oriented: Analysis of individual company situation and development of suitable models
  • Interlinked: Closely connected with tax consulting, law & auditing for holistic decisions

Your contact persons:

Markus Jornitz
Master of Taxation

Markus Jornitz

Managing Director of PLANARIS Wirtschaftsberatungs-
gesellschaft mbH

Monique Schlegel
Master of Laws (LL.M.)

Monique Schlegel

Consultant for process optimisation

Banking specialist

Volker Kutzschbach

Managing Director of PLANARIS Wirtschaftsberatungs-
gesellschaft mbH

Think entrepreneurially, act practically. We support start-ups, growth and change. With figures, strategies and processes. So that your ideas become reality.

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