A new transaction
You need data to help assess the proposed terms of an arrangement.
Transfer pricing / Service
Benchmarking & Compliance Analyses
We assess transaction terms, select comparable data and explain how to interpret the analysis.
Scope agreed before work beginsData, analysis and discussion
The deliverable
Benchmarking or compliance analysis
- Transaction and method
- Comparable data
- Findings and limitations
A report with an explanation of the approach taken.
Who it’s for
Support shaped by your transactions.
For finance and tax teams that need support for the pricing of intragroup transactions.
An updated analysis
You want to review previous assumptions in light of business changes and available data.
Reviewing the terms
You need support for the price, margin or other pricing parameter applied.
Scope of support
What the work covers.
We start with the transaction and the question the analysis needs to answer. They guide the method, sources and assessment criteria.
Let’s define your project scope01Understand the transaction and pricing model
We examine the transaction, the parties’ roles and the pricing model, and identify the parameter to be assessed.
02Select the approach and comparability criteria
We select an approach suited to the transaction and available information, then define the comparability criteria.
03Identify and assess comparable data
We search suitable sources, assess the relevance of the information and explain our data selection decisions.
04Explain the findings and limitations
We present the findings together with the assumptions and limitations, and discuss their implications for the arrangements.
The choice between benchmarking and a compliance analysis depends on the transaction and the available data. We agree the approach at the outset.
Deliverables
The report. And the context.
01 / Report
Benchmarking or compliance analysis
A report describing the approach, data sources, selection criteria and findings for the transaction.
- Approach
- Selection criteria
- Findings
02 / Discussion
Room for questions.
We discuss the assumptions, findings and limitations of the report, and identify points that need further consideration.
Getting started
What to have ready.
Transaction details and the parties’ roles
Financial data and pricing calculations
Previous analyses, where available
You do not need everything before our first conversation. We will tailor the data request to the agreed scope.
Working together
A clear process. A shared goal.
Discussion and purpose
We establish the context, scope and approach.
Data and assumptions
We organise the information needed for the analysis.
Analysis
We select an approach and review the conclusions.
Results and discussion
We deliver the report and explain its assumptions.
The people behind the analysis
Talk to people who understand your challenge.
Tax knowledge, transaction experience and a financial perspective. Meet experts from the ILT team.
Partner · tax adviser
Michał Kordiak
Specialises in transfer pricing, international taxation, financial modelling and valuations.
Court-appointed valuation expert
Talk to Michał ↗
Transfer Pricing Manager · attorney-at-law
Neil Kuczyński
Advises on transfer pricing policies, Local File and Master File documentation, benchmarking analyses and TPR reporting.
Talk to Neil ↗Analytical resources
Sources suited to the question.
Company data and financing information answer different questions. We select sources to suit the transaction. TP Catalyst is also used by the Polish tax administration.
Explore our databasesCompany financial data for benchmarking analyses.
LoanConnector
Information on loans and financing terms.
FAQ
Before our first conversation.
How do you select the analytical approach?
We consider the transaction, the parties’ roles and the available information. We discuss the assumptions before the analysis begins.
Can you review an existing analysis?
Yes. We can review the approach, data and selection criteria, then identify any further work needed.
Start a conversation
Let’s look at your situation.
Tell us about a planned transaction or a challenge. Together, we will determine the scope of the analysis you need.