Investment Advisory in Poland — Meyis Biuro Rachunkowe, Warsaw
Services

Investment Advisory

Whether you are entering the Polish market, expanding a business or placing capital, the right structure decides your returns and your tax exposure. We give you clear, independent advice on how and where to invest.

Overview

From feasibility analysis and financial modelling to choosing the legal structure, securing financing and applying for grants or EU funds, we guide each step so your capital works efficiently and stays compliant.

What’s included
  • Investment structuring & feasibility
  • Financial modelling & projections
  • Financing & grant applications
  • EU funds & incentive guidance
  • Risk & tax-efficiency review
Investment Advisory — advisory and ongoing support from our Warsaw office
In detail

What each part of the service actually covers

Investment structuring & feasibility

Feasibility work asks whether a plan survives contact with real numbers: what the site or the licence actually costs, how long approvals take, what the labour market looks like where you want to build, and what the project needs to earn to justify itself. It is done before capital is committed, precisely so that a no is cheap. We build the case from verifiable inputs and tell you which assumptions the whole thing rests on.

Financial modelling & projections

A model is only as good as the assumption you are least willing to question. We build cash-flow and profit-and-loss projections tied to your actual cost base rather than to a template, run the downside as seriously as the base case, and show which variable moves the outcome most. That is the number a bank or an investor will interrogate, so it is better that you find it first.

Financing & grant applications

Bank facilities, leasing and grant programmes each want a different story told from the same figures, and each has criteria you either meet before applying or do not. Preparing an application after eligibility has been checked is a very different exercise from hoping. We help assemble the documentation and the financial case, and say plainly where a programme is not a realistic fit rather than spending your time on it.

EU funds & incentive guidance

Poland runs both EU-cofinanced programmes and national instruments, including the Polish Investment Zone, under which qualifying investments can obtain a decision of support carrying corporate-income-tax relief. What qualifies depends on location, sector, project size and job creation, and the conditions attach for years afterwards. We map which instruments your project could realistically reach and what accepting one commits you to.

Risk & tax-efficiency review

The same investment can carry very different effective tax depending on how it is held, how it is financed and where the profit ends up. Group structure, transfer pricing between related entities, withholding on distributions and the treatment of financing costs all belong in the analysis before the structure is fixed. We look at the whole picture, including the risks a projection tends to leave out, and set out the trade-offs rather than a single recommendation.

Who it is for

Businesses we do this work for

  • Foreign investors assessing Poland

    Nearshoring has made Poland a serious candidate for manufacturing and services capacity, but the case has to be made on your numbers rather than on the country's averages. Site costs, wage levels and approval timelines vary widely by region, and that variation is usually larger than the difference between countries.

  • Companies raising bank or leasing finance

    Lenders read the same projection differently from a founder. What they test is the downside and the security, not the ambition. Preparing the file with that in mind shortens the process and avoids the version of the conversation where you find out what was missing after four weeks.

  • Businesses looking at grants and incentives

    Eligibility is decided before you apply, not during. Checking the criteria first — location, sector, project scale, employment commitments — is what separates a realistic application from a costly rehearsal, and it also reveals the multi-year obligations that come attached to accepting support.

Warsaw city centre at golden hour, looking down Aleje Jerozolimskie
Warsaw — where your company is registered and your books are kept
How we work

A clear path from first call to clean books.

Four steps from first hello to books you never have to think about again — clear, quick, and handled in your language.

Book an appointment
02

A tailored plan

We map the services, deadlines and documents your situation actually needs.

03

Smooth handover

We onboard your records and take bookkeeping, payroll and filings off your desk.

04

Clear, ongoing reporting

You get regular, plain-language updates — and an advisor who answers when you call.

Questions

Frequently asked questions

What does a feasibility study actually cover?

The costs you will really incur, the time the approvals really take, the labour available where you want to operate, and the revenue the project needs to produce to clear its cost of capital. Its purpose is to make a bad plan visible cheaply. A feasibility study that only confirms what you already hoped has not been done properly.

What investment incentives exist in Poland?

The main national instrument is the Polish Investment Zone, which replaced the old special economic zone model and can grant a decision of support carrying corporate-income-tax relief for qualifying projects anywhere in the country rather than only inside fixed zone boundaries. Alongside it sit EU-cofinanced programmes and local instruments such as property-tax relief. Which are reachable depends on where you invest, in what and at what scale.

Can you help with EU grant applications?

Yes — with the eligibility assessment, the financial case and the documentation. We look at the criteria before the application rather than during it, because the most expensive outcome is a well-prepared application to a programme you were never going to qualify for. Where the fit is not realistic we say so.

Do you give investment advice on what to invest in?

No. We are an accounting and advisory firm, not an investment adviser: we do not recommend securities, promise returns or forecast markets. What we do is model the numbers behind a decision you have already framed, test the assumptions, and set out the tax and structural consequences so you can decide with a clear picture.

How long does it take to get a project assessed?

An initial view on whether the idea holds together usually takes days, not weeks. A full feasibility and financial model depends on how much of the input data already exists — where site costs, wage assumptions and approval timelines have to be gathered from scratch, that gathering is most of the work. We tell you what we need up front so the timeline is yours to plan around.

Free consultation

Tell us about your business. We’ll map the next steps.

Leave your details and we’ll come back within one business day — with concrete answers, not a sales pitch.

  • Free 30-minute introductory call
  • English, Polish, Turkish, Russian, Ukrainian, Arabic and Romanian support
  • No obligation — clear next steps

We reply in English, Polish, Turkish, Russian, Ukrainian, Arabic or Romanian — usually within one business day.

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