Valuation
Business / Entity Valuation
Valuing the equity or ownership interest in a company for a transaction, planning decision, or regulatory purpose.
Overview
Business or entity valuation involves determining the value of the equity or ownership interest in a company, using methodologies appropriate to the purpose of the engagement and the nature of the business.
We apply the income, market, and asset approaches where each is relevant, and document the reasoning behind the methodology and assumptions used so the conclusion can be understood and, where necessary, defended.
When This Applies
- Transactions, including sale, purchase, or investment
- Strategic and ownership decisions
- Ownership or equity changes among existing stakeholders
- Tax and regulatory matters
- Disputes requiring an independent view of value
- Financing and planning purposes
Typically Includes
- Review of financial statements and relevant business information
- Selection and application of appropriate valuation methodology
- Normalization of historical financials where relevant
- A written valuation report with supporting analysis
Discuss This Engagement