Services

Valuation

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Transactions

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Strategies

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Management

— Capital and risk management

Comparable analysis of the transfer prices

With the introduction of new regulations regarding tax documentation over transactions carried out with related entities, entrepreneurs are required to conduct the comparative analysis.

SAWYER prepares benchmarking studies that rely on data comparison on transactions with related entities and data on independent entities.

Actions:

Analysis of the actual situation regarding the client and his business environment

Analysis of the conditions of the transaction carried out by the client

Obtaining data constituting a comparative group

Comparing comparative data with the results of a given entity and drawing conclusions

Preparation of the report, which is an attachment to tax documentation

Work effects:

Attachment to transfer pricing documentation or an independent document

Independent analysis of concluded transactions

Comparison of transaction values with market data

Indication of reference values

Opinion on business and market justification of the transaction

Benefits:

Multithreaded and reliable analysis of transactional data

Complete opinion constituting a required element of tax documentation

Active approach to ongoing activities

Independent evaluation of a team of experienced experts

Promptness and agility

Independent opinion and business case

Preparation of an independent opinion in the field of business justifications for the actions taken, including the shape of implemented processes and the structure of transactions, includes a multithreaded analysis in terms of benefits and sources of risk in individual areas of the enterprise:

Determining the real needs of the client, identifying the purpose of the review

Business model analysis

Assessment of financial concepts for business development

Profitability assessment of investment projects

Preparing an independent business review report

Actions:

Analysis of the actual situation of the client

Course of the processes preceding the reviewed activity

Specification of the goals that were adopted before the implementation of the reviewed activity

Defining alternative and applicable solutions

Work effects:

Independent review of the process or transaction

Indication of business benefits resulting from actions taken

Indication of risk sources for alternative solutions

Opinion on the business case

Benefits:

Building a business case indicating non-tax benefits of the transaction structure used

Active approach to ongoing activities

Multithreaded analysis taking into account the practice of organization and risk and financial management

Independent evaluation of a team of experienced experts

Promptness and agility

Independent Business Review

The independent business review procedure carried out by SAWYER corresponds to the process provided for due diligence, but it is carried out for the needs of the owners or institutions financing the business.

Analysis of the actual situation of the client

Course of the processes preceding the reviewed activity

Specification of the goals that were adopted before the implementation of the reviewed activity

Defining alternative and applicable solutions according to the state as at the day of the activity

Actions:

Determining the real needs of the client and stakeholders, identifying the purpose of the review

Meeting at the company's headquarters and business model analysis

Assessment of financial concepts for business development

Profitability assessment of investment projects

Preparing an independent business review report

Work effects:

Independent review of financial projections

Assessment of risk sources for conducted operations

Benefits:

Active approach to ongoing activities

Reliable analysis

Understanding the right needs of stakeholders

Security guaranteed by many years of business experience

Promptness and agility

Corporate Governance

The services provided by SAWYER in the scope of owner supervision support include analysis and developing information materials for owners of limited companies supplementing the information contained in financial statements and management reports.

Actions:

Periodic financial analysis of the company's operations

Periodic valuation of the company

Review of planned ventures and assessment of their impact on the company's financial results

Analysis of the company's strategy and competitive position

Searching for and recommending optimal business solutions

Work effects:

Participation of a dedicated expert in meetings of the shareholders' meeting

Periodic management reports for the owner

Benefits:

Independent assessment of the company's activities

Reliable analysis

Providing necessary information in the decision-making process

Security guaranteed by many years of business experience

Promptness and agility

Availability of a dedicated expert

Succession in business

Advice on the succession in business proposed by SAWYER includes support for business owners in making decisions and preparing the company for changes in the ownership structure or management of the company.

Analysis of the situation of the current owner of the company and possible directions of succession

Recommendation and implementation of the optimal succession plan

Support in company reorganization

Consultancy on acquiring an investor

Business sale consulting

Actions:

Independent assessment of the company's activities

Reliable analysis

Providing necessary information in the decision-making process

Security guaranteed by many years of business experience

Availability of a dedicated expert

Work effects:

Assessment of the economic and financial situation of the enterprise

Plan of succession

Valuation report and information memorandum when seeking an investor

Support for the successor in taking over individual functions

Developing a plan for the client after the implementation of succession

Benefits:

Active approach to ongoing activities

Reliable analysis

Understanding the right customer needs

Security guaranteed by many years of business experience

Promptness and agility

Comprehensiveness of the conducted process

Inheritance proceedings

SAWYER’s support in inheritance proceedings is dedicated to law firms dealing with inheritance matters and directly to heirs and includes a number of disclosure activities content of the estate and its value for court and tax purposes.

Actions:

Financial analysis of the state of the inheritance

Valuation of companies

Valuation of real estate and other assets

Choosing the right valuation methodology and team of appraisers

Identification and analysis of liabilities encumbered with the subject of inheritance

Property inspection and documentation analysis

Work effects:

Preparing a company valuation report

Preparing an appraisal report or opinion on the value of property components

Determining the value of the subject of the inheritance for the court or tax office

Benefits:

Promptness and agility

Active approach to ongoing activities

Reliable analysis

Security guaranteed by many years of business experience

— Finance management

External financial controller

SAWYER dedicates the outsourcing of the function of the financial controller to small and medium-sized enterprises which do not have employees in their own organizational structure as the financial director or controller.

Actions:

Analysis of the company's financial situation

Identification of opportunities to improve the profitability and liquidity of the enterprise

Management support in strategy building and strategic decisions

Analysis of the effectiveness of financial processes in the company

Management support in obtaining financing sources

Work effects:

Assessment of the effectiveness of financial processes in an enterprise

Recommendations regarding changes in the financing structure

Cooperation with financial institutions

Day-to-day financial advisory

Benefits:

Active approach to ongoing activities

Reliable analysis

Understanding the right customer needs

Control over the financial situation of the enterprise

Security guaranteed by many years of business experience

Ensuring communication with financial institutions

Financial plans and models

SAWYER has many years of experience in building financial models. Models and financial plans developed by SAWYER are used to evaluate planned ventures, analyze development directions, develop alternative paths for raising capital, or complementing the strategic concepts created for multi-criteria analysis of planned activities.

Actions:

Determining the real needs of the client

Analysis of the company's historical financial situation

Review of planned ventures and assessment of their impact on the company's financial results

Assessment of financial concepts for business development

Profitability assessment of investment projects

Developing a financial model in spreadsheets

Developing a description of the assumptions made

Analysis of key sensitivity factors of modeled financial quantities

Work effects:

Financial model developed in a spreadsheet

Developing a description of the assumptions adopted in the model

Indication of key sources of sensitivity and risk for planned financial amounts

Financial plans and models updates

Benefits:

Active approach to ongoing activities

Reliable analysis

Understanding the right customer needs

Security guaranteed by many years of business experience

Promptness and agility

Implementation of MS Excel in finance

SAWYER provides support in the creation of automated computational tools using a spreadsheet, as well as the development and improvement of tools previously used in the company.

Actions:

Analysis of individual customer needs

Defining the purpose and scope of support or the created tool

A series of working meetings with the company's employees

Creating solutions using, among others:

Advanced MS Excel spreadsheet tools

Reporting automation tools using MS Word

Macro programming tools in Visual Basic for Applications

Form tools

Employee training and tool implementation

Systematic development and adjustment to changing customer needs

Work effects:

Support in creating individual tools using a spreadsheet, including:

Financial plans and models

Profitability analyzes and cost calculations

Dashboards of management control and corporate governance tools

Management accounting tools

Reporting tools

Financial reporting tools

Consolidation tools

Benefits:

Using advanced options available in MS Excel

Process automation and optimization

Improving the functioning of finance and accounting departments

Saving labor consumption

Concentration of activity in critical business areas

Access to consultant's professional knowledge and staff competence developmen

Matching the scope of support to the client's real needs

Support after the implementation stage in the development of created tools

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Contact

How can we help your company?
Tell us your needs and we will provide the best solution.

SAWYER Doradztwo Gospodarcze Sp. z o.o. is an independent company whose goal is to provide comprehensive and professional advisory services. For over 7 years, the quality of our services has been based on knowledge and best practice.

HQ adress

49 Strzelecka St.
61-846 Poznań
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Tel: +48 61 623 31 16
E-mail: sawyer@sawyer.com.pl

Services

Management

— Capital and risk management

Comparable analysis of the transfer prices

— Finance management

External financial controller

Financial plans and models

Implementation of MS Excel in finance

Contact

HQ adress

Additional information