What we value
- A company as a going concern
- Shares and equity stakes, including minority holdings
- Intangible assets: trademarks, licences, software and goodwill
- Contributions in kind to share capital
When you need a business valuation
A business valuation helps when buying or selling a company or part of it, buying out a partner, increasing share capital, reorganising, merging or splitting companies, in disputes between shareholders, in inheritance cases and when raising financing from a bank or investor.
For a contribution in kind, the valuation shows that the value of the assets contributed matches the value of the shares issued. That protects the company and its creditors.
How we determine value, in plain language
Income approach: we estimate how much money the company can earn in the future and convert it into today's value. It suits stable, profitable businesses.
Market approach: we compare the company with similar companies and transactions to see what investors are prepared to pay for this kind of business.
Asset based approach: we add up the market value of the company's assets and subtract its liabilities. It is often used for holding, property and asset heavy companies.
We usually apply more than one approach and compare the results, so the final value is supported from several angles.
Documents we will need
- Annual financial statements for the last 3 years and current interim figures
- Business plan or budget for the coming years, if available
- Key contracts with customers, suppliers and landlords
- List of fixed and other assets
- Details of liabilities, loans and pledges
- For intangible assets, registration certificates and licence agreements
Confidentiality
Financial data and plans are your company's most sensitive information. We use everything you share only to prepare the valuation and never disclose it to third parties. If needed, we sign a separate non-disclosure agreement before any documents are handed over.
Timing and process
We reply to every request within 2 hours, arrange a convenient inspection time and agree on when the report will be ready. After an initial conversation and receiving the document list, we send a proposal with price and deadline. Timing depends on the size of the company, how complex its operations are and how quickly documents are provided, so we agree it individually.