ΛVYVΛ BENCHMARKING SERVICES

ΛVYVΛ provides economic consulting and expert testimony in transfer pricing and reasonable arm’s lenght calculations. We have expertise in determining arm’s length profit markup rates and profit indicators in many industries, Our Benchmark Services can be deployed in each phase of the transfer pricing management cycle. We deliver source datasets/contracts, profit level indicators as gross/net markups and industry key figures of various specifications, and comprehensive benchmarking reports.

The indicators can be used for intercompany transfer pricing as well as for planning and monitoring of transactions, and in any scenario you need comparable company and contract information for. 

 

Use cases of our benchmarking analyses and data are as follows:

 

Transfer Pricing Arm’s Length Analysis | Planning & Monitoring | Base Shifting  | Organizational Optimization Tasks | Competitor Analyses  |  Industry Analysis  |  Valuation of Intangibles  |  Benchmarking Studies  |  Patent Box Analysis | Introducing Royalty Payments | Setting of Royalty Rates  |  Drafting of License Agreements | Determining Common Agreement Terms | Expert Testimony and Litigation | Any Other Specific Purpose in Consulting

Finacial Statement Databases

Royalty & License Rate Database

Service Fee Markup Database

Management Fee Data

Loans & Interest Rates, Macro Data

Our Benchmarking Deliveries

 

We provide you high-level benchmarking analyses and benchmarking studies,

Delivered as stand-alone documents or fully integrated in our CROSSVIEW Platform

Benchmarking Data & Sources

2012 12 02 BvD Logo
DnBHoovers
Ktmine
Oecd
2012 12 02 Royaltystat Logo
Intangiblespring

Comparable Databases

 

ΛVYVΛ benchmarking services  are based on various commercial data sources (BvD Orbis, Amadeus etc.) with annual financial statements, royalty, licensing, and service agreement’s data, available macro-economic information, and specific data collected on our own. Our OECD-compliant databases used contain high-quality, detailed and structured financial data and data on recent license agreements and industry-specific intangible property licensing terms.

Profit Level Indicators

 

All profit level indicators (PLIs) resulting from the resulting benchmarking set’s data items are evaluated. These usually include EBIT margin, operating margin, gross margin, C+, NC+, and the Berry ratio. Also, we can deliver any required industry indicator, balance sheet, or cost ratio computable from the available data. PLI and key figure analysis is conducted as an annual value, multi-period average, or audit trail period basis.

Screening Analysis

 

We derive the median margin achieved, the interquartile range, max/min values, and report additional statistics based on the selected transfer pricing method and according profit level indicators (PLIs). We consider a working capital adjustment, or any other adjustments when feasible. Multi-financial year analysis option can be adopted, and according weighted averages are calculated for the number of comparable observations.

Application

 

Use our benchmarking data & results for transfer pricing analysis, planning & monitoring, organizational optimization tasks, competitor analyses,  industry analysis, valuation of intangibles, benchmarking studies, patent box analysis, introducing royalty payments, setting of royalty rates, drafting of license agreements, determining common agreement terms, expert testimony and litigation, any specific purpose in consulting, and more.

Reporting

 

Full and easy accessible audit trails of the entire screening procedure and considerations for accepting or rejecting companies. We deliver a complete benchmark report, including relevant appendices. Besides your own documentation, this report can also be integrated in  CROSSVIEW ‘s documentation component.

CROSSVIEW Embedding

 

As an option, the whole audit trail as well as the final report output can be seamlessly embedded in CROSSVIEW’s benchmarking data cubes and (local file) documentation component. Any attachments or further information (like websites etc.) can be linked and finally updated, minimizing time spent on manual processes.

ΛVYVΛ BENCHMARKING

benchmarking & data services

 

Comparable data for real-time arm’s length control of value chains

On a transactional, global, regional, functional activity, and SKU level

 

Proactive – Data-Driven – For Real TP Risk Management

 

Prospective & Retrospective Adjustment Analysis

Industry, Company & Price Benchmarking & PLIs

Transfer Price Adjustments & Deviation Analysis

Controls & Alerts for TP Risk Management Automation

profitability monitoring inside

 

We also provide an integrated monitoring template based on our CROSSVIEW platform

 

This easily lets You monitor Your enterprises‘ profitability with the benchmark result set.

Multi-dimensional on a legal entity, functional or transactional level, and for any profit level indicator.

Additional measures can easily be added, aggregations can be created on the fly.

 

As each screening data set is stored for each financial year, the interquartile range history

also allows for arm‘s length tracking and transfer pricing risk assessment.

 

We support You with various statistical measures and the interquartile range respectively.
We deliver multi-year (weighted) comparisons, aggregates, and moving averages of PLI values.

 

Any profit level indicator –  Statistical Measures  –  Interquartile Ranges

History of Benchmark Data and Screening Process – Multi-Dimensional  –  Power BI Based

ΛVYVΛ BENCHMARK STUDIES

integrated reporting

 

By default we’re delivering short format benchmarking reports of gross or net profit markups
to support the price setting process and allow for arm’s length profitability monitoring.

 

In addition we provide full transfer pricing benchmarking reports which can be used as part of Your transfer pricing documentation or supplement Your Local File Report.

 

These include a detailed description of the tested party, functions & risks,

transfer pricing (calculation) method and arm‘s length (validation) methods

and respective selection/exclusion approach, PLI description and selection,

comparables selection criteria and screening method including accepted/rejected lists,

all calculations and results with analytics description and diagrams,

and a detailed discussion of the resulting arm‘s length interquartile range.

Our CROSSVIEW Platform supports You with an effective documentation and archiving environment.

 

Local File Report Supplement  –  Transfer Pricing Documentation System  –  Benchmarking Report

Built For

Our Data & Benchmark Service Pricing

We provide you high-level benchmarking analyses and benchmarking studies,

Screenings of databases include several search runs to identify and guarantee the best benchmarking result.

Searches are conducted based on a criteria combination out of region/country, industry, function, independency, size, contract type, fee base etc.

OUR BENCHMARKING DATA & SCREENING SERVICES

  • Finacial Data

  • 750 €

     

    Screening

     

    Any Industry’s Manufacturing or Sales/Distribution Function

    PLI Interquartile Range

    Additional Statistics

    Screening Step Description

    Short Format Report

     

    CONTACT US

  • Service MarkUp

  • 750 €

     

    Screening

     

    Any Industry’s Service Function

    Rnd / IT / Admin / Logistics etc.

    PLI Interquartile Range

    Additional Statistics

    Screening Step Description

    Short Format Report

     

    CONTACT US

  • Financial/Service Data

  • 350 €

     

    Update of
    Screening

     

    PLI Interquartile Range
    Additional Statistics
    Screening Step Description
    Short Format Report

     

     

    CONTACT US

  • Royalty/License Rate

  • 750 €

     

    Screening

     

    PLI Interquartile Range
    Additional Statistics
    Screening Step Description

    Contracts Applicable
    Short Format Report

     

     

    CONTACT US

  • Loan Interest Rate

  • 1.000 €

     

    Screening

     

    PLI Interquartile Range
    Additional Statistics
    Screening Step Description
    Contracts Applicable
    Short Format Report

     

     

    CONTACT US

  • Full Report

  • +750 €

     

    Benchmarking Study

     

    Full Benchmarking Report
    Supplemental to Local File Report

    Based on Client Enterprise /

    Tested Party Functional Details

     

     

     

    CONTACT US

All Prices in Euro Excl. VAT & Local Taxes Applicable    AVYVA -Payment Terms Apply   |   Pricing Samples Indicate One Single Screening – Please, Ask for Special Project / Group-wide Pricing and Sample Reports

We support all our clients varied benchmarking needs

 

Everything from conducting a full screening for a new comparable set up to giving You full control applying Your Own search strategies.

Delivered from our side as a complete service, outsourced at Your direction, or performed Yourself inhouse..

 

We also just update the financial data and KPI calculations of comparable sets, already identified in established screenings.

Our Benchmarking Knowledge Base

14m+ | Profound Datasets / Year 150K+ | Agreements /yr 2000+ | Screenings Applied 250+ | Industries 100+ | Countries
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