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Business Valuation
The Business Valuation phase is the cornerstone of Sell-Side Advisory, ensuring a clear understanding of the company’s worth.
This process establishes realistic expectations and sets the foundation for negotiations.
Understand Business Fundamentals
Inputs
Historical financial performance
Operational data
Strategic goals
Actions
Conduct in-depth discussions with the founders and management team
Identify key revenue streams, operational efficiencies, and growth drivers
Output
A foundational understanding of the business model and its value drivers
Collect Financial & Operational Data
Actions
Gather historical financials (Income Statement, Balance Sheet, Cash Flow)
Collect operational KPIs, customer acquisition costs, and market positioning data
Output
A comprehensive data set for valuation modeling
Perform Valuation Analysis
Actions
Apply relevant valuation methodologies (e.g., DCF, Comparable Companies Analysis, Precedent Transactions)
Incorporate industry benchmarks and macroeconomic factors
Assess intangible assets (e.g., brand value, intellectual property)
Output
A detailed valuation range reflecting intrinsic and market value
Sensitivity Analysis
Actions
Test valuation assumptions under different scenarios (e.g., revenue growth, cost changes)
Identify critical factors that impact the valuation
Output
A robust valuation model with insights into potential risks and rewards
Generate Valuation Report
Actions
Summarize findings in a professional valuation report
Highlight key value drivers, risks, and assumptions
Provide strategic recommendations for positioning the business in the market
Output
A polished valuation report ready for presentation to investors
Refine & Feedback Loop
Actions
Adjust the valuation based on feedback from stakeholders or additional data
Revisit earlier steps if market conditions or company information changes
Output
A final, refined valuation aligned with market expectations
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Business Valuation
Understand Business Fundamentals
Historical financial performance
Operational data
Strategic goals
Conduct in-depth discussions with the founders and management team
Identify key revenue streams, operational efficiencies, and growth drivers
A foundational understanding of the business model and its value drivers Business Valuation
Collect Financial & Operational Data
Gather historical financials (Income Statement, Balance Sheet, Cash Flow)
Collect operational KPIs, customer acquisition costs, and market positioning data
A comprehensive data set for valuation modeling Business Valuation
Perform Valuation Analysis
Apply relevant valuation methodologies (e.g., DCF, Comparable Companies Analysis, Precedent Transactions)
Incorporate industry benchmarks and macroeconomic factors
Assess intangible assets (e.g., brand value, intellectual property)
A detailed valuation range reflecting intrinsic and market value Business Valuation
Sensitivity Analysis
Test valuation assumptions under different scenarios (e.g., revenue growth, cost changes)
Identify critical factors that impact the valuation
A robust valuation model with insights into potential risks and rewards Business Valuation
Generate Valuation Report
Summarize findings in a professional valuation report
Highlight key value drivers, risks, and assumptions
Provide strategic recommendations for positioning the business in the market
A polished valuation report ready for presentation to investors Business Valuation
Refine & Feedback Loop
Adjust the valuation based on feedback from stakeholders or additional data
Revisit earlier steps if market conditions or company information changes
A final, refined valuation aligned with market expectations