We help businesses build professional valuation models and reports that assist with decision-making and long-term strategy. Our team specializes in creating customized deliverables that are tailored to your specific business needs and designed in collaboration with you.
Common use cases include mergers, acquisitions, and divestitures; employee share ownership plans and stock options; shareholder agreements and disputes; financial reporting for private markets; purchase price allocations; and impairment testing of intangible assets.
Our services are designed to provide a comprehensive valuation that includes company background, scope of work, industry and economic analysis, valuation methodologies, key assumptions, and a well-supported conclusion of value.
- Comprehensive: conclusion of value, comprehensive review of business and industry, adequately corroborated, databook and detailed report
- Estimate: conclusion of value, limited review, analysis, and corroboration of relevant information, databook and light report
- Calculation: conclusion of value, minimal review and economic analysis, little to no corroboration, databook only
We collaborate closely with you to understand your business and financial objectives, delivering a comprehensive valuation that includes company background, scope of work, industry and economic analysis, valuation methodologies, key assumptions, and a well-supported conclusion of value.
- Chief Financial Officer (CFO)
- Entrepreneur / Business Owner / Chief Executive Officer (CEO)
- Investment Banker (IB)
- Lenders
- Pension Funds
- Private Equity Partner/Associate
- Professional Service Provider - Referral
- Professional Service Provider - White Labelling
biotechnology
Custom desserts manufacturing, wholesale, and retail industry
clean energy
