Valuations are a craft where intuition and expertise are as important as meticulousness and insight. Our Polish and foreign clients – including investment funds – have had the opportunity to repeatedly experience it themselves.
Our services include:
- enterprise or stock valuations
- supporting close-end investment funds (valuation of non-public assets for the purposes of transactions and periodic statements)
- ‘fairness opinion’ analyses
- developing company- or project-specific financial models
- developing business plans, as well as financial and operational forecasts for enterprises
- independent business reviews (IBR) and financial analyses
- purchase price allocation (PPA) for the acquired entity
- valuation of financial and derivative instruments, assessment of their actual and potential application within a corporate financial strategy, as well as hedge accounting
- valuation of intangible assets, including trademarks and intellectual property rights
- verification of valuations, financial models and forecasts developed by other specialists
- incentive scheme valuation
- private investor and creditor tests
When evaluating a business, we employ methodologies similar to those applied by specialists all over the world. However, there is no single template that could be adapted to every business. We individually approach each business that a client is interested in buying or selling. This enables us to have the valuation reflect the unique specificities of a given enterprise, while maintaining the highest standards of professional valuation services. Our financial models have been developed pursuant to state-of-the-art practices and international standards.
Our team comprises specialists with vast expertise and know-how certified by such international qualifications as CFA, CVA or ACCA, with experience in working for Polish and foreign investors, family businesses and financial institutions – including investment funds.
