VALUTICO CASE STUDY

How Nexia – Poyiadjis Achieved Deeper Market Insights Using Valutico

The core problem for Nexia – Poyiadjis was the difficulty in accessing up-to-date and granular market data, which is essential for accurate discount rate calculations and comparable analyses.

Our sales executive, Greg Brown, showed Nexia – Poyiadjis how our platform’s market data extraction feature would solve their pain point of manually gathering data for internal use.

Result:

The firm now has a streamlined process for obtaining market data, leading to more accurate and defensible valuations and a higher level of client satisfaction.

They used the discount rate feature, which was a huge help. Davide Petilli from CSM, provided a personalized walkthrough to make sure they were fully comfortable with the system.

With Valutico, Nexia has seen significant improvements to their processes and tools, a benefit now shared by virtually all of the platform’s users.

We use Valutico to derive the parameters to calculate a discount rate, to compare what discount rates are being applied on companies in the market within a specific industry, to obtain comparable company and transaction multiples and to extract market data for internal use.

Nexia – Poyiadjis
Callia Michaelides

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CLIENT
Nexia - Poyiadjis
INDUSTRY
Asesoría / Contabilidad, fiscalidad y auditoría
LOCATION
Chipre
RESULTS
Use the Qualitative Assessment tool to tailor valuations with a clear, structured logic.
LEAD INDIVIDUAL
Callia Michaelides

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DIRECTRICES DE VALORACIÓN

Guía de selección de pares

El análisis comparativo de empresas (ACE) es un método muy extendido para valorar empresas, pero tiene un componente fundamental que debe hacerse bien: elegir las empresas homólogas en su selección. Esta guía esboza los parámetros básicos que debe adoptar.

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