Understand Value with Independent Analysis That Supports Your Business Decisions
When transactions, reporting requirements, or strategic planning need valuation support, having thorough independent analysis provides the foundation for informed decisions and appropriate documentation.
Return to Home
What Valuation Services Deliver
This service provides independent valuation analysis for various corporate purposes including transactions, financial reporting, and strategic planning. You receive professional valuation opinions supported by established methodologies and thorough documentation.
Multiple Methodologies
Analysis applies appropriate valuation approaches including DCF, comparable companies, and precedent transactions.
Transparent Documentation
Reports detail methodology, assumptions, data sources, and calculations supporting valuation conclusions.
Sensitivity Analysis
Understanding how value changes under different scenarios helps frame decision considerations.
Independent Opinion
Third-party analysis provides objective perspective for internal decisions and external requirements.
When Valuation Questions Arise
Various business situations create need for formal valuation analysis and documentation.
Transaction Support Needs
Buy-side or sell-side transaction discussions often require valuation analysis. Whether assessing offer prices, supporting negotiations, or documenting fairness considerations, having independent valuation work provides analytical foundation for decision-making.
Reporting Requirements
Financial reporting sometimes requires fair value measurements for various purposes including purchase price allocation, goodwill impairment testing, or equity compensation. These situations need valuation analysis meeting accounting standards and audit requirements.
Strategic Planning Questions
Corporate strategy discussions may involve valuation considerations for business units, potential acquisitions, or corporate restructuring scenarios. Understanding value implications helps inform strategic direction and resource allocation decisions.
Internal Capacity Constraints
Many mid-market companies lack dedicated valuation professionals on staff. When situations requiring formal valuation analysis arise, accessing appropriate expertise becomes necessary. External support provides the specialized knowledge these situations require.
These situations are common across corporate finance functions. The key is obtaining valuation analysis that meets your specific purpose requirements while providing clear understanding of value drivers and assumptions.
How Valuation Analysis Works
Valuation engagements apply established methodologies appropriate to the subject business and purpose of the analysis. Rather than relying on single approaches, thorough valuation work considers multiple perspectives to develop well-supported conclusions.
Primary Methodologies
-
•
Discounted Cash Flow: Projects future cash flows and discounts to present value using appropriate risk-adjusted rates
-
•
Comparable Companies: Examines publicly traded peers and applies relevant valuation multiples
-
•
Precedent Transactions: Reviews comparable M&A transactions to inform valuation perspectives
-
•
Asset-Based: When appropriate, considers adjusted net asset values
Analysis Components
- • Business and industry understanding development
- • Historical financial performance analysis
- • Future outlook and projection assessment
- • Comparable company and transaction identification
- • Discount rate and multiple determination
- • Valuation calculation and reconciliation
- • Sensitivity and scenario analysis
Purpose-Driven Approach
Different valuation purposes may emphasize different methodologies or require specific documentation standards. Transaction support valuations differ from financial reporting valuations in certain respects, while strategic planning valuations may focus on different considerations.
Engagement scope adjusts to your specific purpose, ensuring the analysis meets relevant requirements while providing clear understanding of value drivers and key assumptions.
The Valuation Engagement Process
Purpose and Scope Definition
Initial discussion establishes the valuation purpose, subject business or assets, valuation date, and any specific requirements. This shapes methodology selection and documentation approach. You receive a proposal detailing scope, timeline, and fee structure.
Information Gathering
We request relevant financial information, business descriptions, projections if available, and other materials needed for analysis. This typically includes several years of historical financials, organizational documents, and industry information. The process is organized to minimize disruption to your operations.
Business Understanding
Through document review and discussions, we develop understanding of the business operations, competitive position, growth prospects, and key value drivers. This foundation ensures valuation analysis reflects actual business characteristics rather than generic assumptions.
Analytical Work
Valuation methodologies get applied systematically. This includes financial analysis, comparable company research, projection assessment if relevant, discount rate determination, multiple selection, and calculations. Work progresses with attention to supporting documentation requirements.
Draft Review Discussion
Before finalizing, we typically review preliminary findings with you. This ensures assumptions reflect appropriate understanding and allows discussion of any questions. Your input helps refine the analysis where warranted while maintaining appropriate independence.
Report Delivery
Final valuation report presents conclusions, details methodology applied, documents assumptions and data sources, includes supporting schedules and calculations, and provides sensitivity analysis. The report format aligns with your purpose requirements, whether for internal use, audit support, or transaction documentation.
Standard Timeline
Most valuation engagements complete within 3-4 weeks from information receipt to final report delivery. Timeline varies with complexity, information availability, and any expedited requirements your situation may have.
Investment and Scope Framework
This represents typical investment for comprehensive valuation analysis suitable for mid-market businesses. Pricing adjusts based on business complexity, engagement purpose, and specific requirements.
Standard Deliverables
- Comprehensive valuation report with executive summary
- Multiple valuation methodology applications
- Detailed methodology documentation
- Assumption documentation and support
- Sensitivity analysis showing value ranges
- Supporting schedules and calculations
- Discussion meeting to review findings
- Reasonable follow-up questions addressed
Value Perspective
For corporate transactions or strategic decisions involving significant value, having professional valuation analysis provides analytical foundation supporting informed choices.
When financial reporting standards require fair value measurements, proper valuation work ensures compliance and provides audit support documentation.
Third-party valuation provides objective perspective useful for internal decision-making, board presentations, or discussions with external parties.
Thorough reports with methodology documentation create records suitable for various corporate purposes and future reference.
Scope Flexibility
Pricing adjusts for business complexity, number of valuation subjects, expedited timelines, or specialized analysis requirements. Some engagements may require higher investment, others less. Clear pricing proposals precede all work.
Valuation Work Standards and Approach
Professional Standards
Valuation work follows established professional standards and industry best practices. Methodologies applied are recognized in business valuation practice and appropriate for the engagement purpose.
Transparent Methodology
Reports clearly document approaches used, data sources consulted, assumptions made, and calculations performed. This transparency allows readers to understand basis for valuation conclusions and assess reasonableness.
Appropriate Complexity
Analysis depth matches engagement purpose and business characteristics. Reports are thorough without unnecessary complexity, providing needed detail while remaining accessible to intended readers.
Reasonable Timelines
Standard engagements typically complete within 3-4 weeks. Simpler valuations may finish faster, while complex situations may require additional time. Timeline expectations are established clearly during scoping.
Engagement Track Record
Valuation work spans various industries and engagement purposes, from transaction support to financial reporting to strategic planning applications.
Engagement Commitments
Quality and Professionalism
Valuation reports meet professional standards appropriate to engagement purpose. If delivered work fails to satisfy agreed specifications, we address concerns and make necessary corrections.
Analysis applies established valuation approaches appropriately and documents methodology clearly.
Agreed deadlines receive priority attention with regular progress updates during engagement.
Questions about methodology, assumptions, or findings receive prompt, clear responses.
Initial Discussion Without Obligation
Before any engagement begins, we discuss your valuation needs, purpose, subject business, and timing. This conversation helps determine appropriate scope and whether our services fit.
You receive detailed proposal with no commitment required. If scope or timing doesn't align, we're straightforward about that assessment.
Fixed Fee Clarity
Engagement proposals specify total fee for defined scope. You know investment before work commences, with no hourly billing uncertainty.
If scope requires adjustment due to new information or changed circumstances, modifications and any fee implications get discussed before proceeding.
Starting a Valuation Engagement
Beginning valuation work follows a clear process ensuring proper scope definition and mutual understanding of requirements.
Initial Contact
Reach out through the contact form below describing your valuation need, purpose, subject business, and any timeline considerations. We'll schedule a discussion to explore details and determine if our services align with your requirements.
Scope Definition
During our conversation, we discuss valuation purpose, subject of valuation, required deliverables, timeline needs, and any special considerations. This establishes clear engagement parameters and appropriate methodology approach.
Proposal Review
You receive written proposal detailing scope, methodologies to be applied, deliverables, timeline, and fee. This provides all information needed for your decision. Proposals typically deliver within 1-2 business days following scope discussion.
Engagement Launch
Upon your approval, we coordinate information gathering and begin analysis. Work proceeds according to agreed timeline with regular communication regarding progress and any questions that arise. Most engagements initiate within 48 hours of approval.
Response Expectations
Initial inquiries typically receive response within one business day. We understand valuation needs often have specific timing, so engagement discussions and proposals proceed efficiently when your schedule requires it.
Ready to Discuss Your Valuation Needs?
Whether for transactions, financial reporting, or strategic planning, let's discuss how independent valuation analysis could support your business decisions.
Begin the ConversationTypical response time: Within one business day
Explore Other Analytical Services
Different analytical needs may be better served by other service offerings.
Equity Research Coverage
Ongoing analytical coverage with regular updates, earnings analysis, and direct analyst access for companies or sectors in your portfolio.
Learn More →Due Diligence Support
Analytical support for investment transactions including detailed financial analysis, market context, and risk assessment.
Learn More →