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Financial consulting

What we offer?

In the area of financial advisory — particularly in business valuation, intangible asset valuation, and financial modeling — we provide strong support to investors, business owners, company management boards, and CFOs. We assist them primarily in the following areas:

  • Our experts have experience in preparing business valuations for companies across various industries, of different sizes and financial conditions, and with diverse market positions — from early-stage startups to sector leaders. We apply approaches and techniques recognized both in business practice and in the latest academic research.

  • We specialize in the valuation of marketing assets (primarily trademarks, brands, and non-compete agreements), technological assets (databases, patents, software, processes, and formulas), customer-related assets (existing relationships, client lists, and order portfolios), as well as contractual assets (license agreements, supplier contracts, and other agreements that provide a competitive advantage or secure unique resources for the company).

  • We provide comprehensive support not only in determining the fair value of assets and the share exchange ratio, but also in the subsequent stages — including the preparation of transformed financial statements for the purposes of mergers or demergers, as well as the accounting treatment of the transaction.

  • We support CFOs in accounting for and recording business acquisition transactions in accordance with IFRS 3. We prepare a comprehensive report that meets financial reporting standards, including the identification and fair value measurement of assets, purchase price allocation, determination of non-controlling interests, and calculation of goodwill.

  • We perform asset valuations to verify impairment indicators in accordance with both Polish and international financial reporting standards, including the Polish Accounting Standard No. 4, IAS 36, and IFRS 13.

  • In dispute cases, we act as impartial experts who prepare economic opinions on specific issues and matters, including business valuation, assessment of the amount of damage incurred, evaluation of whether certain conditions have been met by the analyzed transactions, and others.

  • For new or existing business ventures, we translate strategic assumptions into business plans and financial projections. We also conduct audits of financial models for investment projects prepared by other entities.

Where are we aiming? Who is the main recipient of our reports and opinions?

The recipients of our reports and written opinions include banks and investment funds, public financial supervisory institutions, court experts and judges of common courts, private investors, company owners, bondholders, corporate management boards, and financial statement auditors.

What our customers need? For what purposes we usually prepare quotes?

Typical situations when our clients ask us to conduct business and asset valuations include:

  • Financial reporting requirements for estimating the fair value of owned shares or conducting an impairment test.
  • The need to determine a negotiation price range in business purchase/sale transactions or the sale of an organized part of a company.
  • merger or division of enterprises
  • valuation for the purpose of resolving ownership disputes
  • issue of new shares or stocks

Valuation report format What are the types of valuation?

Depending on the needs and circumstances, we offer one of three types of valuation. This allows us to appropriately adjust the timeline and cost of the engagement. The following types are distinguished:

01/

Value calculation

A quick value estimate provided in spoken or written form for internal purposes. It is carried out based on simplified procedures and a limited scope of data.

02/

Simplified report

Usually prepared for internal reporting purposes, due to legal requirements or to estimate a purchase/sale price.

03/

Full report

Prepared for presentation to third parties, including for the purpose of obtaining external financing, in dispute proceedings, or in any situation where it is necessary to consider all available information.

Our advantages Why is it worth
choosing us?

We focus not only on the technically correct preparation of the valuation, but above all on properly understanding the sources of the company’s value creation. Especially in the case of business valuations, we conduct an in-depth analysis of the company’s market position, competitive environment, and the development prospects of the sectors in which it operates, as well as its strengths and weaknesses. This approach allows us to justify the assumptions made and the final valuation result in a report that is clear and acceptable to its recipients.

Experience and objectivity What can you
expect from us?

We strive to effectively combine a rigorous methodological approach, the objective mindset of finance professionals, and the pragmatism of entrepreneurs. In every case, you can also expect from us:

  • Tailoring the valuation method and type of report to specific needs and circumstances (quick value estimate, simplified report, or full report).
  • Proven qualifications in finance and management (statutory auditor, ACCA, PhD in economics).
  • Business maturity and the ability to take a high-level, strategic view of the business.
  • Extensive experience in preparing valuations across various sectors and for different purposes.
  • Rationality and flexibility regarding valuation terms.
  • short implementation time.

Contact Contact with us.