Financial Analysis – Valuations
Business valuations is the process of assessing a company’s worth using various methods, providing insights to support informed decision-making. A professional and independent valuation can be conducted for an entire company, a business segment, or specific assets.
valuation summary
Our Approach

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.

Who It’s For
  • 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

We provide professional valuation services that 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.

Valuation plays a key role in shareholder agreements and disputes by offering a transparent and unbiased foundation for determining share ownership, buyouts, and resolving conflicts. Accurate valuations help promote fairness and minimize disagreements among stakeholders. 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.

Related Blog

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    A credible and defensible valuation to support a minority equity buyout in a wind farm operation, requiring enhancement of the forecast model and preparation of a DCF-based valuation report.

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