Our 3 Step Simple Process

Share Valuation Report in three simple steps

Engagement & Consultation

Information, Collection & Documentation

Issue of Certificate

Benefits of Valuation Report

Greater knowledge of company assets

Broader understanding of company resale value

High Bargaining power during merger/acquisition

Access to more Investors

Raising funds

Financial Report Purposes

Documents Required for preparation of Valuation report

  • Tax returns and/or financial statements (income statements and balance sheets)
  • Payroll, fixed asset/depreciation, inventory reports
  • Payables and receivables aging reports
  • Shareholder, management, not-to-compete, and similar agreements
  • Leases
  • Corporate records such as by-laws, articles of incorporation/formation, minutes of board meetings, etc.
  • Loan documents for key loans
  • Real estate, equipment, and other property appraisals
  • Details of pending litigation
  • Business plans
  • Information about previous transactions in the subject company’s stock
  • Details/documents about investments
  • Forecasts & projections
  • Details of major contracts

What all you get ?

Standard Package

Price on Request

all inclusive fees

  • Share Valuation Report from Chartered Accountant/ Registered Valuer
Add to Cart
Premium Package

Price on Request

all inclusive fees

  • Share Valuation Report (DCF) Method: from Registered Valuer who is also a SEBI Registered Category I Merchant Banker
Add to Cart

Steps involving execution of share valuation report

  • 1

    Step 1

    ·      Why is the business being valued: The first step in the valuation process is to determine the reason the valuation report is for

  • 2

    Step 2

    ·       Gather the information: The financial information is paramount to most business valuations, whatever the end purpose3-5 years of income statements and balance sheets is ideal. If the business property is leased, the lease agreement is needed as well as any agreements or contracts the business has with clients. 

  • 3

    Step 3

    ·       Recast the financials: To determine the actual profitability of such businesses, the financial statements need to be adjusted. An add-back schedule will allow a prospective purchaser and their financial adviser the ability to recognise the actual operating profits of the business

  • 4

    Step 4

    ·       Choose the business valuation approach: Most known business valuation methods fall under one or more of these fundamental approaches: Asset approach, Income approach, Market approach

  • 5

    Step 5

    ·       Apply the business valuation approach: Once the data has been assembled and the business valuation approach chosen, the result should produce an accurate, concise and easily justifiable results.

  • 6

    Step 6

    ·      The business value conclusion: The resulting report should explain the processes and justifications that have been applied to the valuation, culminating in a valuation report is applicable and pertinent to the reasons for the valuation.