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Since 2004 we have carried out Business Assessments in companies from the most different sectors of the economy and sizes, serving clients throughout Brazil. Our services cover valuations of companies, interests, intangible assets (such as trade names, customers, contracts and licenses, technologies) and financial instruments, etc.
Ours
services
The value of any business depends on two things: future earnings and the risks associated with those earnings. Our experience in a wide range of industries, such as financial modeling and forecasting, gives you the assurance that the information underlying our business valuation estimates is as accurate and reliable as possible. In addition, our business valuation expertise assures our clients the appropriate methods are used to achieve accurate and reliable estimates of their company's market value. Our business valuation estimates represent what business owners can reasonably expect the market prices of their business to be in a transaction.
Through the experience of our professionals, we offer an integrated model that takes into account the perspective of the company's sector, the valuation itself, technical accounting (US GAAP and IFRS), business structuring, taxes and our differentiated approach to managing the project.
The diagram below illustrates how our service offerings fit into your business/investment decisions.
Advice on transactions between companies
Buying and Selling Business/Companies
Business Combination (CPC 15 - R1)
Joint Venture Formation
benchmark
Control of the Performance of Corporate Actions
Dividend Distribution Equity Planning (Payout Rates)
Business Expansion
Disputes, corporate reorganizations or recognition of the value of Shareholders'/partners' quotas
Litigation between Shareholders
marital dissolution
business interruptions
Fraud Analysis
Litigation in breach of contract
Other potential litigation
Debt settlement or restructuring
Impairment Test
Calculation of fair value of shares
Business Plan, Valuation and Project Finance
Preparation and review of financial modeling
Preparing and reviewing financial projections and business plans
Investment analysis
Analysis of shareholder value
Process management and review of assessments prepared by third parties.
Business Valuation FAQs:
Do I need a business valuation?
If you are interested in acquiring all or part of another company, at some point you may need an assessment of its value. The following are examples of situations where homeowners are likely to need our business valuation services:
Business between companies:
buy a company
sell a company
Facilitate an owner buy-in or buy-out
Obtaining debt or equity financing
Fusions and acquisitions
Acquisition or sale of intangibles
Purchase of equity interest
Business Expansion
Tax planning and compliance
Implementation of a real estate plan
Establishment of a family investment entity or other type of investment entity.
Business Combination (CPC 15 - R1)
Impairment Test
Tax savings in the amortization of Goodwill/Discount
benchmark
Dividend Distribution Equity Planning (Payout Rates)
Litigation and business disputes
Division of property in divorces
Dispute resolution between shareholders
Exercise of the rights of dissidents
Economic damage assessment
declaration of bankruptcy
Other Circumstances
Planning for owner succession
Impairment Tests
2. What is the company valuation process?
One of the most common questions about business valuation services is, "What are the steps to valuing a business.
Confidentiality and commitment agreement.
As with most professional services, the relationship between the client and our consultancy will typically be established in a written agreement (contract). This agreement will define the scope of the appraisal project, the obligations of each one, the estimated time frame, the fees and other important elements of the relationship between the parties. A representative of the company will also be required, who will be responsible for making the project progress within the contracted term and scope.
Information request.
The next step in the business valuation process is information gathering. This usually comes in the form of a list of requested data and documents, such as financial statements, organizational chart, manager qualifications, owner compensation data, brief descriptions of the history of the business, its products and services, its customer base and the competitive scenario.
preliminary analyzes
After obtaining all the necessary documentation, we will organize and carry out initial analyses, independent research of the industry, economic drivers and other questions in order to prepare the interview with the owners and/or key members of the management.
Interviews with management and company visit
This is the moment where Valini will seek to understand “the story behind the numbers”, the segment in which the company is inserted, the organizational structure, marketing activities, customers and main risk factors. A significant part of this discussion it will also involve the company's historical financial performance and future prospects. This interview can be conducted in person. These points are defined in the confidentiality agreement. Knowing the company's facilities is often helpful, but not a requirement. Even so, a site visit allows certain qualitative judgments about the business as well as a confrontation with the information provided.
Valuation Analysis
We will synthesize the information, documentation, interview results and independent research to determine how these factors affect the company. It is now that we will define one or more appropriate assessment methodologies. When using multiple valuation methodologies, each will normally give a different indication of the value of the stake. At this point we will use our experience and judgment to reconcile these disparate indications of value in order to arrive at a final opinion.
Reporting and follow-up discussions
At this stage, the work can be done in two ways:
Issuance of a final report in the form of a "draft", allowing the client and its main managers to review the facts and reasoning described in the report and after discussions issuance of the final report.
Validation of each step during the evaluation and ending with the issuance of the final report.
To learn more about our way of working, contact us at the telephone number below or by e-mail.
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