Andrzej Półkoszek Konsulting

The aim of the proprietary BOMIS - Company Valuation Course is to provide knowledge and tools to accurately assess the condition of the company, as well as to estimate its value for the needs of investors, management, financial institutions, creditors or other groups of the business environment.  

The Course consists of 4 trainings implemented in a remote form - live online based on a proprietary analytical tool, allowing to analyze diverse cases of enterprises and select different variants of valuation in an automated manner and with dignity in the methodology of value estimation.  

Participants receive: 

- a proprietary system for financial analysis and evaluation of the condition of enterprises with a license for individual applications after completion of the Course; analytical models are made available both in a simple version - an overview, facilitating understanding of the issues discussed, and in an advanced version, allowing you to perform more complex calculations on your own; 

- A methodological study on business valuations; 

- a diploma of completion of the Course at BOMIS. 

Form of classes: lectures, workshops, presentations of examples, discussion - live online.

Thanks to the cooperation with the BOMIS Foundation, an item treating the principles of valuing the shares of a shareholder exiting a commercial partnership was published at the end of 2024. This topic has been increasingly present in my professional space, and as a result I have been obliged to become more familiar with the circumstances shaping such valuations. The issue turns out to be a complex one, and quite often the end result of shareholder positions becomes litigation over the value of the valuation of an exiting shareholder's shares. Observing the trends characterising the knowledge and experience of the court experts appointed for these types of valuations, as well as the practice of the professional associations with which they are often associated in their business practice, I have found the occurrence of a number of significant adjudications whose representativeness can be regarded as questionable. 

The position of the various professional bodies attempting to comment on litigation matters seems to me to be characterised by a general misunderstanding on the part of many valuers of the nature of undertaking the valuation process and, in particular, the valuation of litigation items under criteria imposed by the courts and, in particular, the confusion of their position as shaped by their professional standards with the traditional pragmatic approach of the judicial community to disputes of a commercial nature. Hence, this post was not the result of an intended purpose related to its publication, but was created, as it were, on the occasion of commentaries and opinions written in connection with several real-life litigation cases of this type. It is therefore the result of reflections related to specific economic events. As with everything in life, it may be controversial for many, but it has helped me to systematise a number of important issues and, hence, I am always happy to exchange views on the topics it covers. I invite you to read it. The item can be obtained from the BOMIS Foundation (https://www.fundacja.bomis.pl/news/35/62/Wiecz%C3%B3r-autorski-Andrzej-P%C3%B3%C5%82koszek-wycena-przedsi%C4%99biorstwa).

Andrzej Półkoszek  

KONSULTING

📍Wojskowa Street 6/E5

60-792 Poznań

✉️ andrzej@polkoszek.com

📞 +48 732 241 400

My offer

• Economic and financial analyses
• Business plans / Marketing plans
• Business valuations
• Valuations of intangible assets
• Valuations of innovations as part of knowledge commercialisation (especially for universities and startup valuations)
• Knowledge transfer (training)
• Opinions for court purposes (expert witness - BOMIS Foundation; www.bomis.pl)

Do you have questions about services? Please, fill out the form!

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