Business Valuations

Business Valuations is the process of determining the economic value of a business or company. This process is essential for a variety of purposes, including mergers and acquisitions, investment analysis, financial reporting, tax planning, and raising capital. Business valuation involves evaluating both tangible and intangible assets of the business, examining market conditions, financial performance, and industry standards to estimate the company’s worth.

Documents Required

General Documents

Business Registration Certificate

MOA and AOA (for Companies) or Partnership Deed/LLP Agreement

PAN Card of Business

Ownership/Shareholding Structure

Financial Information

Financial Statements for the last 3–5 years

Bank Statements for the last 6–12 months

Tax Returns (Income Tax, GST, etc.) for the last 3 years

Asset and Liability Schedule

Debt/Loan Agreements

Operational Information

Business Plan and Projections

Revenue and Cost Breakdown

Inventory Records (if applicable)

List of Key Customers and Vendors

Process Timeline

Initial Consultation and Scope Definition

Understand the purpose of the valuation (e.g., sale, merger, investment, or compliance) and define the scope of the valuation process.

Data Collection and Documentation

Gather necessary information such as financial statements, business plans, contracts, and market data relevant to the business.

Analysis of Financial Performance

Examine historical financial performance, including revenue, profitability, cash flows, and trends, to establish a financial baseline.

Market and Industry Analysis

Analyze the industry landscape, market position, competition, and economic conditions affecting the business value.

Selection of Valuation Methods

Choose the appropriate valuation methods, such as income-based (DCF), market-based (comparable companies or transactions), or asset-based approaches.

Risk Assessment

Identify key risks, including financial, operational, market, or legal risks, that could impact the valuation.

Application of Valuation Models

Apply the chosen valuation methodologies using the collected data and financial models to estimate the business’s value.

Adjustments and Normalizations

Adjust for non-recurring expenses, unusual revenue items, or owner-specific costs to arrive at a normalized valuation.

Drafting the Valuation Report

Prepare a detailed report outlining the valuation process, methodologies, findings, and the final estimated value of the business.

Client Review and Feedback

Present the valuation report to the client, address any concerns, and refine the valuation if necessary based on additional inputs.

Finalizing the Valuation

Provide the finalized valuation report to the client for submission to stakeholders, investors, or regulatory authorities as needed.

Ongoing Support and Updates

Offer periodic revaluation services or updates to reflect changes in the market, financial performance, or business operations.

Find the Perfect Fit for Your Budget

Choose from our range of flexible pricing options that cater to your specific needs.

₹14,999

Basic Plan

A brief description goes here

Get Started

Initial consultation to understand business type and purpose of valuation

Valuation using the Asset-Based Approach (based on net assets and liabilities)

Basic report detailing the valuation method and result

Identification of key financial indicators and business risks

Email support for 1 month post-service

₹29,999

Standard Plan

A brief description goes here

Get Started

Comprehensive consultation to assess valuation requirements and objectives

Valuation using Multiple Approaches (Asset-Based, Market-Based, and Income-Based)

Detailed valuation report with supporting calculations and justifications

Comparative market analysis to benchmark business performance

Highlighting strengths, weaknesses, and growth opportunities

Email and phone support for 2 months post-service

₹59,999

Pro Plan

A brief description goes here

Get Started

In-depth consultation to determine strategic valuation goals

Advanced valuation techniques: DCF Analysis, Earnings Multiplier, and Comparative Market Data

Comprehensive valuation report, including sensitivity analysis and future growth projections

Industry and market trend analysis for competitive positioning

Guidance for negotiations based on valuation outcomes

Support in addressing queries from investors, buyers, or other stakeholders

Extended email, phone, and on-site support for 6 months post-service

Frequently Asked Questions

Find answers to commonly asked questions about our products and services.

Why do I need a business valuation?

A business valuation is essential for determining the fair value of your business, whether you’re selling, acquiring, raising capital, or making strategic decisions. It helps in setting a fair price and identifying the company’s financial health.

How long does the business valuation process take?

The process typically takes 2-4 weeks depending on the complexity of the business and the depth of analysis required.

Can the valuation be used for tax purposes?

Yes, business valuations can be used for tax planning, including estate tax, capital gains tax, and transfer pricing purposes.

Can a business valuation change over time?

Yes, business valuations can fluctuate over time due to changes in market conditions, business performance, or economic factors.

Is a professional required to perform a business valuation?

While it is possible to do a self-assessment, it is recommended to hire a professional business valuator to ensure accuracy, reliability, and credibility of the valuation.

What happens if I disagree with the valuation?

If you disagree with the valuation, you can discuss the findings with the valuation expert for clarification. In some cases, a second opinion or a revised valuation may be necessary.

Can you assist with international business valuations?

Yes, we provide valuation services for businesses with international operations or cross-border transactions, considering global market dynamics, exchange rates, and local regulations.

How do I get started with a business valuation?

To get started, simply contact us to schedule an initial consultation. We will discuss your objectives, gather the necessary documents, and outline a customized approach to valuing your business.