Business Valuation Process
- Engagement 15%
Engagement
- Client consultation
- Define scope and timing
- Issue engagement letter
- Data collection 30%
Data collection
- Obtain financial Information and documentation
- Complete questionnaires
- Fact finding 45%
Fact finding
- Obtain a good understanding of business.
- Management interviews
- Inspection and fact finding
- Research 60%
Research
- Economic, industry and regulation analysis
- Comparative business research
- Analysis 75%
Analysis
- Analysis of financial information
- Normalising adjustments to financial statements
- Quantify risk and value drivers
- Define assumptions and limiting conditions
- Valuation 85%
Valuation
- Prepare financial model and projections
- Determine relevant multiplier and discount rates
- Prepare valuation models
- Report 95%
Report
- Issue draft report
- Client meeting
- Issue final report and documentation
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