Transaction Advisory Services

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Valuation, Modelling & Economics

We believe quality business valuations are not achieved through calculation alone, but by using our experience, insight and judgement to provide tailored, meaningful valuation advice.

Our Valuation, Modelling & Economics services marry local Irish expertise with our global firm’s resources and our Advisory, Tax and Assurance specialists to provide valuations and modelling expertise and decision support across an extensive range of industries and sectors.

Our Valuation, Modelling & Economics services include:

  • Valuations

    Valuations for transactions

    We provide commercial valuations guidance to companies, partnerships and individuals regarding:

    • Mergers, acquisitions, disposals
    • Majority and minority shareholding sale/purchase
    • Determination and assessment of joint-venture contributions
    • Support for equity/debt raising
    • Fairness opinions and Section 593 opinions (UK).

    Taxation valuations

    Many business and individual commercial decisions carry a potential tax related impact. Our Valuation, Modelling & Economics and Tax teams can provide effective taxation planning. Our recent experience includes:

    • Reorganisation of corporates both in Ireland and internationally
    • Corporate and personal taxation planning
    • Leading negotiations with Revenue and HMRC.

    Intellectual Property valuations

    Intellectual Property is often a key valuation driver for Irish businesses. We can help you understand your IP’s value, and have extensive experience in the following:

    • Trademarks and brands
    • Know-how
    • Customer relationships and customer lists
    • Patents and licenses.

    Dispute valuation services

    Business Valuation is often central to disputes between parties. We recognise that robust, tailored advice is essential to help you effectively convey your position and resolve issues. We have successfully provided advice in the following areas:

    • Matrimonial valuation
    • Valuations for Court and tribunals
    • Expert witness valuation
    • Expert determination under Articles of Association

    Valuations for financial reporting and regulatory purposes

    We advise on technical, regulatory and financial reporting matters, providing valuations and guidance by Accounting Standards and Regulators. Examples include:

    • The Companies Act
    • The Takeover Act
    • Articles of Association
    • Purchase price allocation
    • Complex financial instruments and Derivatives such as Options, Forwards, Futures and CFDs
    • Impairment review of tangible and intangible assets
    • Valuation of share options.

     

  • Modelling

    Business performance management

    We recognise that strongly designed, well executed business models are crucial tools that enable you to mitigate risk and maximise opportunities through timely and informed decisions. Our recent experience includes:

    • Cost management
    • Performance reporting
    • Feasibility studies
    • Strategy and scenario simulation
    • Budgeting and rolling forecasts
    • Capital Structuring and Working Capital forecasts
    • Resource management
    • Loan portfolio review and provision analysis
    • Econometrics and Quantitative Analysis.

    Model review

    Our team helps you gain greater assurance in the models you rely upon to make business decisions. Our service independently assesses and provides reports on:

    • Logical integrity
    • Assumption consistency
    • Model design and ease of use
    • Strategy and scenario simulation
    • Sensitivity analysis of key metrics

    Model construction

    Our team works closely with you to understand your key issues and provide bespoke models to simply convey the financial impact of complex strategic decisions.

     

  • Economics

    Cost Benefit Analysis

    We offer a full range of Cost Benefit Analysis (CBA) services and have built on decades of experience supplying CBA expertise to a range of companies and organisations across the island of Ireland. CBA’s provide leaders insight into future earnings and projects that may or may not be undertaken

    Economic Impact Assessment

    Economic Impact Assessments focus on various impacts to society, such as tax base and employment, due to some external measure e.g. a new factory being built in a town. We use our market-leading knowledge of Economic Impact Assessments to work with clients to present and articulate the results to a wider audience

    Market Foresight

    We are the only Irish member of Euroconstruct, Europe’s main construction, finance and business forecasting network. The team has particular specialisms in housing and policy, with a keen interest in the National Development Plan (NDP) and its implementation.

    Policy Evaluation

    Evidence based policy evaluation forms a significant segment of services provided to clients. It forms part of both the CBA and EIA process, where appropriate, and shapes the future of economies. We are dedicated to improving the economies of the island by contributing our economic skills to policy evaluation.

    Economic Development

    Economic profiling has become a significant element of regional analysis. Sub-regional analysis, including population projections and SWOT analysis, is provided to clients to help gain a better understanding of investment opportunities. The implementation of the NDP brings with it the requirement for clients to better understand key strengths, weaknesses, opportunities and threats in their region.

    Economic Modelling & Scenario Planning

    The team has built up years of significant experience in scenario planning. We model and scenario-plan using an all island macro-economic forecast. Brexit planning has quickly become an important service to our clients to understand the potential economic outcomes and consequences.

     

 

Contact us

Simon MacAllister
Partner
Valuation, Modelling & Economics
Email Simon MacAllister
+353 1 211 2611
LinkedIn Simon MacAllister

 

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