Our Services:
​
1.) Certify-Consult on-the-spot Consultation
​
Historically, the economics of values have evolved into ones that are based on the optimality of a supply & demand for funds nowadays. Values have their selection criteria to choose from the general factors of production, including that of capital. Capital has been deemed as scarce commodities nowadays, including how its financial valuation is derived from.
​
With the dynamics of corporate growth, this financial valuation seems to be a routine need of the business communities. Ranging from company valuation for the purpose of simple acquisition to the merger with capital structure complexities in restructured financing, financial valuation takes place to achieve the aforementioned mission.
​
The kinds of prospective financial valuation consultancy may take a variety of modalities, in terms of a Certify-Consult on-the-spot consultation and the face-to-face business dynamics as usual.
Founder's Message on Services We Offer
Click on the images for full view List of Services
2.) Scope of the Valuation Procedures (IPO VALUATION)
​
We are pleased to explore and work on our clients' go-public advice. The advice is comprised of doing company valuation, including that of making sure of its eligibility for stock market listing.
​
Dwi-Nas Financial Advisory Services (Philippines) shall assist the company in the process for making the listing effective. They consist of dealing with the underwriter and the related professionals, accompany the client in important due diligence meetings, negotiate the best reasonable pricing of the client's primary market stock price, comply with government's requirements, accompany the client on the selected important road shows, and preparatory steps for the final listing at the Philippine Stock Exchange.
Regardless of which service is selected and engaged, the deal will always cover the following process:
Valuation Assessment Report
Interview and survey: General interview of the company’s needs based on a routine checklist. A brief survey of the company’s operation covers reviewing its article of association, official gazettes, audited financial statements, budgetary documents, fixed assets appraisal, IPO/right issues documentation (if any), and the related.
Synthesis Analysis with the Client
Prior to the submission of the result of the valuation, the draft report must be discussed with the client to ensure the compatibility of the valuation program and the accomplishment of the real objective of the engagement.
Formation of Working Committee
It is the appointment of a steering committee and assignment of a representative accountant who will provide the needed documents.
Report Preparation and Delivery
After its preparation, the final report will be delivered as per schedule. Accompanying negotiation: Subject to further agreement contained in the valuation program, the advisor may accompany the client in the related due diligences.
Valuation Program
Upon its completion, it is duly signed by the client as a sign of agreement. It is basically comprised of the process of the valuation according to the services.
Retainer Phase
In the retainer’s phase, the advisor will stand by in the office of the client (or any other place to be agreed upon) and accompany the financial director/manager of the client in any important due diligence meetings. The advisor will spend at least half a day (every day) or more as deemed necessary in the premise of the client unless he is required to manage to get something done outside.