Our valuation process is designed to deliver useful insights about your business, enabling informed decision-making. Here’s how we work.

1. Engagement Planning

• Clearly define the objectives and purpose of the valuation
• Understand the client’s needs and expectations
• Determine the valuation date and scope of work
• Client pays valuation fee prior to any substantial work commencing.

2. Information Gathering

• Request and collect necessary information about the business:
  • 3-5 years of financial statements
  • Information on tangible and intangible assets
  • Details or copies of business plans, budgets, and financial projections.
• Gather information on tangible and intangible assets
• Obtain details on operations, management, industry outlook,and company history
• Collate secondary data from industry reports and market research

3. Industry and Economic Analysis

• Research economic factors affecting the industry
• Analyse industry trends, market size, and growth potential
• Identify key success factors and competitive landscape
• Examine potential risk factors and regulatory environment
• Review completed public and private comparable industry transactions

4. Financial Analysis

• Perform qualitative and quantitative analysis of historical financial statements
• Normalise financial statements to reflect true economic performance
• Analyse operational information and key performance indicators
• Review and assess financial forecasts and projections

5. Value Driver Identification and Analysis

• Identify and analyse key value drivers specific to the business
• Assess areas for potential improvement and value enhancement
• Evaluate the impact of these drivers on overall business value

6. Valuation Methodology Selection and Application

• Choose and apply appropriate valuation methods
• Consider factors such as discount rates, capitalisation rates, and growth rates
• Adjust for control premiums or discounts for lack of marketability if applicable

7. Synthesis and Reconciliation

• Reconcile results from different valuation methods
• Consider qualitative factors that may impact value
• Determine a final value or range of values

8. Strategic Implications Analysis

• Analyse how the valuation results and identified value drivers affect relevant business scenarios
• Provide insights for strategic planning, capital raising, restructuring, mergers, acquisitions, or succession planning (as applicable)

9. Draft Report Preparation

• Prepare a comprehensive draft report documenting the valuation process
• Include all relevant facts, analyses, procedures, and decisions
• Incorporate insights on value drivers and areas for improvement
• Issue a version with the valuation opinion redacted for the client to check factual accuracy

10. Review and Refinement

• Address any client feedback on factual matters
• Refine the valuation and strategic insights as needed

11. Final Report Issuance

• Release the final comprehensive report that not only provides an accurate valuation but also:
  • Identifies key value drivers
  • Highlights areas for improvement
  • Offers strategic insights for decision-making
  • Provides guidance for various business scenarios (e.g., capital raising, restructuring, M&A, succession planning)
• Ensure the report enables informed decision-making and supports successful negotiations