Company Valuation, Business Valuation and Equity Valuation

SCOPE

When you get in touch with us, our valuation experts will determine why you need to value your business, the valuation date on which your business needs to be valued, the valuation standards based on which internal business valuation services should be conducted, the type of valuation assignment and the type of report needed.

After a thorough discussion with you, our experts will issue a written valuation assignment letter, which states the above details of the assignment, the type of services to be offered, and the payment terms as understood by you and Valueteam. As a client, you need to sign this valuation assignment letter. Next, we will request you to provide the documents and information necessary to carry out an independent, well-established, and acceptable business valuation.

The documents you need to include historical and projected financial statements, agreements, your company’s articles of incorporation, partnership agreement, buy-sell agreements, contract agreements, leases and loan covenants, and franchise agreements.

ANALYSIS

The first stage in evaluating the submitted information is the analysis of the economic conditions and industry data. Our valuation experts will review the complete economic outlook and condition of the industry to which your business belongs at the national and international levels during this process.

In the next stage, we will carefully review your company’s data to understand its history, nature of business, and financial position to arrive at a thorough and objective internal business valuation.

In this process, our valuation experts will study in detail your company’s past financial statements, such as balance sheets and income statements. It enables our team to recognize the trends and compare the company’s economic functioning with the industry norms.

VALUATION ANALYSIS

Before undertaking any valuation methodology, Valueteam will adjust your company’s past financial statements to effectively signify more economically practical financial operating outcomes and fair market values of the company’s assets and liabilities.

Based on the analysis, the financial information will enable us to make more significant projections and forecasts and effectively compare your company’s financial position and operations with various dependent factors.

In the next step, we will aim to determine the value of your business. Valueteam strictly adheres to the business valuation standards during such a valuation analysis and employs customized valuation methodologies based on the business’s nature, stage, and industry.

Besides, in the final valuation report, we will explain why specific valuation methodologies were employed and others were not during the valuation of your business.

REPORT GENERATION

During this stage, our valuation experts collate the values specified by the different valuation methodologies to arrive at a final estimate of valuation by considering all the pertinent information and primary points of the valuation.

Reports will include steps to reaching the correct value by applying various complex and customized approaches. This will help clients under our valuer’s assessment about the importance of the valuation methodologies used and the rationale for using such methods. After a detailed review for identifying any errors or miscalculations, a draft valuation report is prepared and sent to you for review.

If any corrections or revisions are requested from your side, we will make the necessary changes and forward the revised final report for your approval. Usually, the final valuation report will be a comprehensive report with all assumptions, analysis, and data pertaining to the valuation. In case you want to discuss more on the valuation process, feel free to connect with us for more discussion.