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08 · Advisory

Business Advisory & Valuation

Structured analysis for decisions that only happen once or twice: buying, selling, restructuring or putting a defensible value on a business.

The context

A valuation is only as strong as the assumptions behind it and the evidence supporting them. We set both out explicitly, including the ranges where reasonable people would disagree, so the figure can withstand scrutiny from the other side of the table.

Typical scope

  • 01Valuation analysis for transactions, disputes or internal purposes
  • 02Financial due diligence support on acquisitions
  • 03Business modelling for scenarios under consideration
  • 04Profitability and cost structure analysis
  • 05Preparation of a business for sale or internal transfer

How the engagement runs

  1. 01

    Purpose

    We establish what the analysis is for, since purpose determines the appropriate basis.

  2. 02

    Evidence

    We gather and test the financial evidence available, and identify what is missing.

  3. 03

    Analysis

    Scenarios and ranges are modelled with assumptions stated in full.

  4. 04

    Report

    You receive a written analysis suitable for the audience it is intended for.

Commonly needed to begin

  • Three to five years of accounts, where available
  • Current-year management accounts and forecast
  • Ownership structure and any shareholder agreements
  • Context for the decision and its expected timing

This is a general indication only; the exact information required depends on the engagement. Sensitive documents are exchanged through arrangements agreed with you, never through this website.

Valuation analysis is not a prediction of price achieved and is not investment advice.