Analysis of valuation and impairment models for receivables
Scope of CMT Advisory’s support in the area of valuation and impairment models for receivables
Accurate information on the phenomena and trends occurring in the portfolio is an essential part of the process of managing current exposures. However, the information generated by the internal management system may sometimes be distorted by inadequate measures, non-validated models or outdated parameters.
Periodic evaluation of the applied solutions by an external advisor may contribute to the identification of potential deviations and help to confront the applied practices with the current trends in the industry.
Given the experience gained in the course of the implementation of several dozen projects in the field of valuation of portfolios of varying nature, portfolio claims analyses or impairment loss model analyses, CMT specialists can offer the analysis of the correctness of calculation of parameters:
LGD (Loss Given Default)
PD (Probability of Default)
EaD, (Exposure at Default)
LIP (Loss Identification Period)
VaR (Value at Risk)
used in NPL valuation models, value loss models or IBNR-reserves models.
Meet the team of experts responsible for consultancy offered to financial sector entities
He supervises and supports the team implementing projects related to company restructuring. He also specialises in corporate finance, corporate governance and M&A transactions, especially offering advice on acquisition strategies and obtaining financing.
With a post-doctoral degree in Finance, he is a lecturer and professor of the Poznań University of Economics and Business, where he heads the Department of Investment and Capital Markets. For years, he has been involved in banking, private equity and advisory industry. Co-founder and Board Member of CMT Advisory. He is a member of numerous supervisory boards of capital companies. Director of the Program Council of the Family Business Institute.
Responsible for the supervision and implementation of projects relating to mergers and acquisitions, e.g. providing advisory services to the selling and the buying parties. Specialist in ownership buy-outs, company valuations and financial modelling.
Doctor of Finance Sciences, for a long time assistant professor at the Department of Investment and Capital Markets of the Poznań University of Economics and Business. He has also studied at Harvard University and London School of Economics. Stockbroker eligible for offering investment advisory services. A former lecturer in the Stock Exchange School of the Warsaw Stock Exchange.
He is responsible for corporate finance, cooperation with financial institutions and M&A transactions. He supports entrepreneurs in financial planning, establishing market values of key assets and implementing supervisory systems and recovery plans. His areas of activity also include preparing expert evidence for court and arbitration disputes and financial advisory in restructuring proceedings.
Active in the financial advisory sector for over a decade. A graduate of the Poznań University of Economics and Business (with specialisations in Investment and Real Estate Management and Capital Investment and Corporate Financial Strategies) and studied at Athens University of Economics and Business. Doctor of Finance since 2018 and holder of the prestigious international professional title of a Chartered Financial Analyst (CFA).
He supports entrepreneurs in M&A transaction processes on the buyer’s or seller’s side.
His activities include moreover valuation of intangible and legal assets, valuation of debt portfolios and creation of financial models.
He has been gaining experience in the consultancy industry since his student days. He gained his Ph.D. degree in the field of economics and finance at the Department of Investment and Financial Markets of Poznań University of Economics
An alumnus of the Poznań University of Business and Finance with a major in Capital Investment and Corporate Financial Strategies.
Currently preparing for another exam of the ACCA (Association of Chartered Certified Accountants) program. Experienced in financial modelling, restructuring plan preparation, market analysis, and transaction processes.
He carries out projects in the field of valuations of companies and their assets as well as M&A and restructuring consultancy. Supports business sale and purchase transactions, implementation of valuations and preparation of expert economic reports. A member of the team responsible for clients in the loan and debt management industry.
Works at CMT Advisory since the completion of his studies at Poznań University of Business and Finance, where he majored in ACCA Accounting and Financial Management. He is currently a PhD student at the Doctoral School of Poznań University of Business and Finance, in the process of acquiring the ACCA (Association of Chartered Certified Accountants) qualification.
Contact us for analysis of valuation and impairment models for receivables
Contact us to learn about our full corporate finance offering.
or call: +48 61 855 30 10SHOW NUMBER
Check also
