Professional value analysis services assess business risks, identify their proper management, determine the insurance values of assets and ensure these values are consistent over time.
Value analysis is the responsibility of the persons in charge of the insured companies. Inaccuracy or failure to update insurance values and/or technical descriptions of insured entities may jeopardise the resumption of business in the event of a claim.
Technical expertise, independence and service quality have always made OTA stand out and be highly appreciated over the years by all the Insurance Companies we work with.
Here are the services we provide
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1
Insurance appraisals
- Policy definition and contracts
- Definition of insurance appraisal criteria
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Tangible asset appraisals
- Assessment of tangible asset characteristics in keeping with business and regulatory purposes.
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3
Intangible asset appraisals
- Assessment of overall assets, people, ideas, projects and opportunities.
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Company appraisals
- Assessment of the value of companies, goodwill, shareholdings.
Insurance appraisals
OTA assists all types of organisations in communicating to insurance companies the assets to be covered and their values, according to specific “insurance appraisal” criteria.
Buildings, machinery, infrastructure, special assets, indirect damages, goods, extra expenses: all of this information, if not correctly disclosed, may jeopardise the adequacy of an insurance contract and its functions in the event of a claim.
Tangible asset appraisals
Drawing on the technical expertise we have gained in over 40 years of business, we prepare expert reports on tangible assets: buildings, machinery and production plants, land, artistic and valuable assets.
Tangible asset appraisals are essential in every phase of a company’s journey: generational transition, extraordinary transactions, partnership development, entry into new markets, relations with financial institutions and public authorities.
Intangible asset appraisals
Any company is “much more” than the simple sum of the assets it uses to run its business. History, trademarks, know-how, innovations and patents are the “intangible assets” that every entrepreneur, together with the men and women who work with him or her, builds over time and that distinguish every company.
OTA has specific expertise in appraising the value of these distinctive assets that make every company unique.
Company appraisals
Knowing how to assess production assets and the intangible components linked to the company’s history and innovation, and understanding the purpose of these assessments means having the technical ability to measure the value of a company at any given time.
Every single company, however, has a different value depending on the economic and financial performances it generates. OTA, together with the professional Network in which it operates, is able to assess the value of companies, business branches or shareholdings: for banks, for owners, for stakeholders. Consistently with specific “need-to-know”.
UNIPOLSAI agreement
OTA is the only appraisal company accepted by UnipolSai Assicurazioni for the innovative policy “All Risk with declaration of Valuables”: for the first time on the national insurance market, “policy regulations” and “certification services” are strictly combined, thus significantly raising the technical standards of the sector and boosting the value of OTA’s services from a Business Continuity perspective.
In the area of corporate asset assessment and management expertise, our team can give you support by offering dedicated training projects and developing training modules and classes either live or streaming.
