Other

Due to its interdisciplinary character and frequent significance to a company’s strategic decisions, the process of valuation of business entities requires broad but in-depth knowledge of finance and economics, and extensive experience not only in the financial market but also mostly in business. 

The wide range of services our firm has been rendering for over ten years, its numerous experts in different fields and the experience it’s gained from projects with the large number of Clients in our company history, as well as our international relationships and experiences, place us among the top consulting companies operating in corporate finance on the Polish market.

Financial instruments valuation

Valuation of financial instruments includes:

• Share instruments (stocks, shares, share units),
• Debt instruments (bonds, debentures, liabilities),
• Derivative instruments (options, futures and forwards contracts, swaps, allotment certificates, subscription rights).

Depending on the types of instruments and the aim of the valuation, we use traditional models based on cash flow and probabilistic models.

Valuation of warranties and guarantees

The valuation of warranties and guarantees is a calculation of an individual commission, based on the valuation of the beneficiary’s risk or the assessment of the payment risk. In most cases, the valuation takes into consideration such elements as the characteristics of the warranty/guarantee and the secured liability, the maximum amount and the validity period, the established securities and their value, and the probability of failure to satisfy the obligations based on an analysis of the beneficiary and the prospects of the market they operate on.

Due to the risk accompanying transactions related to the provision of warranties and guarantees, these require special attention when they are evaluated. In such cases, it is important to draw from the experience of specialist entities.

As advisors with extensive experience in the guarantee market, we ensure the high quality of our services in the valuation of conditional liabilities, together with provision of reliable information on the risk entailed by their related activities.

Valuation of property and chattels

The preparation of a valuation study on property, including whether to evaluate property ownership rights, estimate the value of perpetual usufruct rights, evaluate easement value or determine re-zoning fees, should always be done in a responsible, reliable way. If we factor in quick implementation, the possibility of evaluating almost any property, for any purpose and in any region of the country, we are probably the best partner for such tasks.

On the other hand, the evaluation of machines and equipment often requires know-how which can be guaranteed by the choice of appropriate partners. Depending on the asset or group of assets under valuation, such as a processing line, we choose our project partners with the utmost care. 

We provide Valuation and other services throughout Poland in regional offices in Warsaw, Łódź and Poznań, Opole, Wrocław, Katowice, Lublin, Gdańsk and Zielona Góra.