Financial analysis

What is your company’s true value? How can you model your project’s profitability? Are your intragroup transactions fully optimized? Financial analysis is a key driver for making informed strategic decisions. We offer tailor-made financial analysis services designed to meet the specific needs of our clients. These services include company and asset valuation, detailed business plan modeling, and the implementation of transfer pricing policies. AKCEAN is a proud member of the Luxembourg Valuation Professionals Association (LVPA) and is committed to maintaining a high level of expertise through continuous training tailored to developments in the financial sector. The firm also relies on the expertise of a Chartered Financial Analyst (CFA®), an internationally recognized certification that reflects a deep mastery of global financial and investment standards.

Our services: company valuation, business plans and transfer pricing

Valuation

Valuation combines the rigor of financial methods with a thorough analysis of the specific characteristics of the company, its sector, and its strategic challenges. Thanks to our expertise, we provide you with a reliable estimate tailored to your needs. We use methods specific to each sector and situation to assess the value of your company and its assets. Our valuation reports are regularly used in various contexts: transactions, disputes or disagreements between shareholders, financial reporting, or to meet regulatory and tax compliance requirements. Our analyses are based on robust financial models and well-founded assumptions, providing an independent and reliable perspective. Depending on the needs, we employ different business valuation methods, including:

Multiples method: comparison with similar companies in the same sector, based on observable financial ratios.
Discounted Cash Flows (DCF): evaluation based on projected future cash flows, discounted to reflect their present value while considering growth and profitability forecasts.
Revalued net assets: adjustment of the book value of assets and liabilities to reflect their fair economic value and determine the capital value.

In addition to company and equity valuation, we also have expertise in evaluating financial instruments and specific assets, including bonds, patents, trademarks, and other intellectual property rights. We also assist our clients in implementing valuation policies and procedures, structuring documents that define the methods and processes used to establish the fair value of equity and other assets. These valuation principles ensure a coherent methodology in line with financial industry standards and provide a structured and reliable framework for all your valuation operations.

Business Plan

A business plan is a document that formalizes the financial outlook and defines the strategic objectives of your company. We develop detailed and tailored financial plans, aligned with your business strategy and growth objectives. By analyzing revenue growth levers, operational costs, and necessary investments, we build comprehensive forecasts (income statement, balance sheet, cash flows) that become a quantified, realistic roadmap aligned with your ambitions. Our support in preparing your business plan allows you to structure a clear vision and meet the expectations of investors, financial partners, or members of your management team. This business plan becomes an essential tool to support your decision-making, strengthen the credibility of your project, and ensure effective communication with your ecosystem.

Transfer pricing

Facing increasing tax pressure, companies operating across multiple countries are required to justify their transfer pricing policies with transparency and compliance to meet the requirements of tax authorities. We leverage our expertise in financial analysis to develop transfer pricing documentation tailored to our clients’ objectives. Our work covers operational transactions within multinational groups (services, product flows), with margins adjusted for each activity, as well as the management of intellectual property rights, setting royalty rates, and interest rates for intercompany loans. We assist our clients in defining and implementing transfer pricing policies and in preparing the corresponding documentation, applying methods in accordance with international and local standards:

Comparable Uncontrolled Price (CUP) method: based on comparable transactions.
Cost Plus method: adds an appropriate margin to the costs of the supplying entity.
Resale Price Method (RPM): sets the intercompany price by deducting a margin from the final selling price.
Profit Split method: allocates profit according to the contributions of each entity.
Transactional Net Margin Method (TNMM): compares the net profitability of an entity with that of similar companies.

Our reports provide tax authorities and auditors with comprehensive and structured documentation, meeting transparency requirements. We work closely with tax experts to validate our analyses and strengthen their acceptance by tax authorities.