Our Valuation Process
We review a complete narrative of the company’s background, including history, operations, recent milestones, key employees, customers and suppliers. We also conduct a phased assessment of the business as follows (assessment areas):
- Company differentiator
- Complete financial analysis to highlight current, historical and future trends
- Complete ratio analysis to understand financial strengths and potential areas for improvement
- Economic and Industry outlooks which can identify new markets and channels for immediate and future growth
- Growth potential
- Management team and industry peer analysis which can illustrate competitive advantages, management strengths and opportunities for enhancement
- Portfolio fit
- Revenue and profitability trends, recasting EBITDA
- Trademarks and other intellectual properties
