Thematic analyzes

CATEGORIES

Scope of the Offer

The offer also includes other thematic analyses. Examples of other analyses:

Analysis of the company’s financial situation with identification of areas for improvement and related recommendations;
Analyses related to the valorization of amounts (including amounts determined as of a date prior to 1950, i.e., before the Central
Statistical Office (GUS) began publishing CPI information);
Analyses in the area of management accounting;
Analysis of the correctness of the decision-making process regarding the implementation of an investment project;
Assessment / demonstration of the impact of a selected parameter on the company;
Estimation of damages caused by faulty business decisions;
Determination of the balance of mutual claims;
Determination of a hypothetical balance of mutual claims (e.g., the impact of a change in one parameter of a foreign currency loan agreement on the remaining loan balance).

It is possible to prepare the document in English.

Purpose of Conducting Other Analyses

Other analyses are typically performed in the following business situations:

When there are changes in the company’s governing bodies and the new management wants to assess the correctness of selected actions taken by former management board, particularly to evaluate the economic justification of those actions;
When there are changes in the company’s governing bodies and the new management wants to estimate the amount of damage caused by a faulty business decision of former management board;
When the amount of a claim (e.g., compensation, damage) was determined at a historical moment and needs to be recalculated into present-day monetary value;
When there is a need to examine the profitability of a branch or product line;
When the company’s authorities want to ensure, during project implementation, that the actions taken meet the definition of exercising due diligence.

Other analyses are also performed in the following private situations:

When inheritance concerns an asset (e.g., a sum of money) whose value was determined at a historical moment and it needs to be recalculated into current monetary value;
When a donation made by the testator affects the division of inheritance and the current value of that donation must be determined;
Determination of the balance of mutual settlements in the case of division of joint marital property and repayment of loan(s) by the spouses.

Process of Conducting Other Analyses

Other analyses are very diverse, so it is not possible to specify a standardized procedure. Each assignment is individually agreed upon with the client.

Document Standard

A typical other analysis prepared to our standard includes the following elements:

Purpose of the analysis;
Description of assumptions and methodology;
Complete calculations carried out during the analysis;
Analysis results with summary and any recommendations.

Modifications to this structure are possible to reflect the specificity of the topic and scope of the analysis.

Geographical Scope of Services

We provide services throughout Poland. For clients located outside the Lublin region, meetings are conducted online (via MS Teams), and documents are exchanged electronically.