An intragroup transaction
You need a business or asset valuation for an arrangement between related parties.
Valuations / Service
Valuation for Transfer Pricing
We combine valuation expertise with the context of transactions between related parties.
Scope agreed before work beginsData, analysis and discussion
The deliverable
Valuation for transfer pricing
- Subject and TP context
- Shared assumptions
- Result and documentation
A report with an explanation of the approach taken.
Who it’s for
A valuation for your decision.
For groups requiring a business or asset valuation in connection with an intragroup transaction.
Consistent assumptions
You want the valuation and TP documentation to use a coherent transaction description and data.
A business restructuring
You are assessing a proposed group change that requires an understanding of value.
Scope of support
What the work covers.
The valuation and documentation describe the same transaction from different perspectives. We connect them through shared data, assumptions and an understanding of the subject.
Let’s define your project scope01Define the valuation subject and transfer pricing context
We establish the valuation’s subject, purpose and connection with the related-party transaction.
02Review the transaction and available information
We connect the transaction description with financial data and information on the subject, and establish what TP documentation is available.
03Select the approach and assumptions
We select the valuation approach and explain its assumptions, agreeing the inputs shared with the documentation.
04Prepare the valuation and discuss consistency with documentation
We prepare the result and discuss its use, checking consistency with the documentation within the agreed scope.
Valuation, TP documentation and benchmarking may form part of one project. We define the scope, deliverables and data requirements for each.
Deliverables
The report. And the context.
01 / Report
Valuation for transfer pricing
A valuation report explaining its assumptions and connection with the agreed intragroup transaction.
- Transaction context
- Assumptions
- Data consistency
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 participating entities
Financial data for the valuation subject
Transfer pricing documentation and available analyses
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
Financial insight. Your decision in context.
Talk to Michał about the purpose of your valuation, the available data and the scope of analysis you need.
Partner · tax adviser
Michał Kordiak
Specialises in transfer pricing, international taxation, financial modelling and valuations.
Court-appointed valuation expert
Talk to Michał ↗Analytical resources
Resources for both perspectives.
We select sources to suit the valuation subject and the intragroup transaction. Company or licensing data can support the assessment of the assumptions.
Explore our databasesCompany financial data for benchmarking analyses.
Information on licensing agreements and royalty rates.
FAQ
Before our first conversation.
How does the valuation connect with TP documentation?
We establish a shared transaction description, dataset and assumptions. We discuss the consistency review with the documentation team.
Can valuation and documentation form one engagement?
Yes. Both can form part of the agreed scope, with deliverables and information requirements defined for each.
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.