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Due diligence and business valuation

Moore Polska also performs due diligence examinations and business valuations. We invite you to learn more about what we can offer in these two services.

We were commissioned by an investor to conduct due diligence of a group of real estate entities in Poland. Both financial and legal aspects were examined.
The prepared due diligence report included historical results of the entities and an analysis based on the legal status at the end of 2020.

We reviewed the financial statements and interim data provided by the target. We looked in detail at work in progress and planned investments.

The result of our work was a summary of risks associated with the activities of the target, including the risks associated with the cost of construction subcontracting and its increasing level, which affects the amount of margin achieved and the area of financing the activities of the surveyed companies.

We were commissioned by a foreign investor to conduct due diligence of a manufacturing entity in Poland. The areas examined included employment, labour costs and debt of the company.

We reviewed financial statements, interim data provided by the target and key areas from the investor’s point of view. We prepared a summary of the risks associated with the target’s operations, including the potential increase in operating costs in future periods, related to the inflation rate in Poland.

We were commissioned by an investor to conduct due diligence of a Polish company from the manufacturing sector. Both financial and legal aspects were examined.

We analysed financial statements, interim data provided by the target and key areas of the company from the investor’s point of view.

Our work resulted in preparation of a comprehensive list of risks related to the target’s operations, taking into account the specifics of the industry, its financial and asset situation and forecasts for the coming years.

We paid attention, among others, to the low level of profitability in the audited period, the risk of low liquidity, a high concentration of clients, the risk of increased costs and many other areas of significant importance for the continuation of the company’s activities.

We conducted a valuation of an entity operating in the medical industry in Poland. The valuation was carried out for the needs of contemplated transformation of the company’s ownership.

  • The valuations were based on the received financial data of the Company as well as revenue and cost projections for the next 5 years. The following were prepared
  • valuation using the asset method – net assets and adjusted net assets, which starts from accounting data, further adjusted for each material asset, to the market level.
  • Income approach valuation – discounted future cash flows, which allows to determine the value of a company based on its ability to generate income streams. The results obtained with this method depend on the financial condition and development prospects of the entity being valued.
  • comparative valuation – stock exchange indicators – which consists of comparing the value of equity or the value of the entire company to the valuation base and indicators calculated for a group of entities listed on stock exchanges, which are similar in terms of their characteristics.

Bearing in mind the purpose of the valuation and assumption that the Company will continue as a going concern Moore Polska was of the opinion that the valuation of the Company using the assets approach should be considered as the minimum value, while the valuation of the Company using the income approach should be considered as the maximum value. The final value of the Company resulted from conditions related to the purpose of the transaction and arrangements between the parties.

As requested, we prepared a valuation of a private company operating in the retail sector in Poland. The valuation was carried out using the adjusted net assets method for the purposes of contemplated ownership transformations of the company.

The valuation was based on publicly available financial data of the company as at the end of 2020. The asset method – adjusted net assets (hereinafter referred to as SAN) – is considered to be the most reliable valuation method, especially in conditions of clear disagreement and high volatility of profitability and risks of operations of the valued entities. It starts from accounting data, further adjusted for each relevant asset, to the market level.

An analysis of the entity’s accounting policies, an analysis of the fair value of assets and liabilities, and an analysis of possible impairment of assets were carried out. The company’s cash balance was confirmed and a final valuation of the company’s equity (at adjusted net asset value) was prepared.

Our experts

Poznań


Lidia Skudławska

Managing Partner, CEO, Statutory Auditor No. 9500

Lidia Skudławska

Managing Partner, CEO, Statutory Auditor No. 9500


Poznań


+48 601 796 009

Gdańsk


Piotr WItek

Managing Partner, CEO, Statutory Auditor No. 9631, MBA, FCCA

Piotr WItek

Managing Partner, CEO, Statutory Auditor No. 9631, MBA, FCCA


Gdańsk




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