Empowering Business Legacy
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Smart Heritage Group helps solve the toughest business challenges, build lasting value for stakeholders, and achieve ambitious strategic goals.
Through a network of specialized experts in eight key areas – from strategic consulting to operational excellence – we operate in Poland and international markets to strengthen your business heritage and ensure long-term success.
Services
Services
Calm and security. A clear path for your business and family.
Strategic advisory: Audit of asset risks, business succession, exit strategy, capital protection planning.
Higher margin. Immediate savings and efficiency.
Operational optimization: Audit of production processes (Lean/VSM), waste reduction, improvement of OEE (Overall Equipment Effectiveness).
Steady flow of leads. Higher positioning and pricing.
B2B Marketing: Branding strategy, content marketing, lead generation campaigns, marketing for architects.
Modernity and fluidity. Less administrative work, more sales.
Digital Transformation: Websites / B2B stores, CRM/ERP systems, process automation, custom-made software.
Clarity and punctuality. Everyone knows what to do.
Management Systems Implementation: Deployment of Asana/Jira, project management training (PMP/Agile), organizational team audit.
Team strength. Key roles filled with the best talent.
Specialized Headhunting: Recruitment of key managers (operations, sales), process engineers, marketing directors.
Time and control. Regain time for management, gain full financial transparency, and certainty with authorities.
Accounting & Management Reporting:
Full accounting for companies (KPiR, RSA).
Real-time Cash Flow & margin reports (Power BI/Tableau).
Cost optimization (expense audit).
Financial advisory (grants, loans).
Unshakable foundation. Legal solidity for every strategy.
Premium Legal Services: Company structuring, shareholders’ agreements, trusts, due diligence, intellectual property protection.
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