Business valuation
An informed view of business value, with transparent assumptions and a defined purpose for the assessment.
A scope built around your situation.
An investment discussion, ownership change or planning exercise may need different information and methods. We begin with the purpose of the valuation, review the available financial records and discuss the assumptions behind the analysis. The report explains the approach and limitations so the conclusions can be considered in context.
What the engagement can include
- A financial review aligned with the purpose of the assessment.
- A documented approach, key assumptions and supporting analysis.
- A valuation report with scope, limitations and relevant sensitivities.
The final deliverables, responsibilities and timetable are agreed after the initial review.
What to bring to the first discussion
Prepare historical financial statements, recent management accounts, ownership details and your operating forecasts. Let us know who will use the report and for what decision.
Questions about this service
Is valuation the same as a feasibility study?
No. Valuation addresses the value of a business for a defined purpose; feasibility examines the assumptions and economics of a proposed project. Some inputs may overlap.
Can you value a business with limited financial history?
We first review the information available and the intended use. Limited history affects the assumptions and uncertainty, which must be clear in the agreed scope and report.
Let’s connect the pieces of your business.
Tell us what needs to work better. We will help define a practical starting point.