Family offices, with their investment thesis, can significantly benefit from a symbiotic partnership with an Accredited Valuer.
By leveraging specialized expertise in valuation provided by an Accredited Senior Appraiser, family offices can enhance their decision-making process, ensuring accurate and fair assessments of potential private equity investments and enhancing creditability of their investment process.
This collaboration fosters a deeper understanding of market trends and asset values, leading to strategic investments that align with the family's financial goals. Ultimately, the integration of valuation insights promotes robust portfolio growth and success in the competitive landscape of private equity.
Development Process
Our valuation development process is tailored to each business. According to USPAP, the development process typically begins with a comprehensive analysis of the company's financial statements, including revenue, expenses, assets, and liabilities.
Our team consider historical financial data, future projections, and industry trends to gain a thorough understanding of the business's financial performance and prospects. In addition to financial analysis, we also evaluate non-financial aspects that impact the business's value.
Qualitative aspects may include a company's market position, competitive landscape, intellectual property possessed, customer base owned, management team, and operational efficiency, not to mention the relevant legal and regulatory factors that may also affect a business's value, especially in industries such as renewable energy, credit insurance, banking and consumer finance.
Private Equity Investments
Our team has vast experience in a diversified portfolio of clients in which the industries they engaged include IT & IoT, electronic payment and transaction processing, natural resources including mining and renewable energy, catering, entertainment including gaming and casino, textile and apparel, financial and consumer financing
As the American Society of Appraisers (ASA) accredited valuer, our team provide valuable assistance to your company in the process of buying and selling businesses. Our experience, expertise and insights can support you in several key areas:
Capabilities and Expertise
Our team possess in-depth knowledge of business valuation and we are experienced in quantifying key drivers that provides value creation to a business enterprise.
As such, we can assess the value of the target company accurately and objectively. By conducting a comprehensive valuation development process, considering factors such as financial performance, market conditions, and industry trends, we can help management make informed decisions regarding the purchase price and negotiate effectively.
Due Diligence Support
Initial Screening: Valuation experts can help family offices identify high-potential investments, aligning with their strategic goals.
Conducting thorough due diligence is essential when acquiring a business. We can assist in this process by examining the financial records, assets, liabilities, and contract backlogs of the acquiree.
Our expertise allows us to identify potential risks, hidden liabilities, or overvalued assets, enabling you to assess the true value and potential risks associated with the acquisition.
Risk Assessment
Financial Analysis: Detailed financial assessments provide insights into the target company’s historical performance, profitability, and sustainability.
Our team can evaluate the risks associated with the acquisition, including industry-specific risks, competitive landscape, and potential financial or legal pitfalls. By identifying and assessing these risks, we can help you make informed decisions and develop risk mitigation strategies to protect your investment.
Early-stage companies often use 409A valuations as a crucial step in issuing stock options to their employees.
Independent Perspective
Our independent perspective brings objectivity and thus creditability to the acquisition process on both sides of the table. We provide an unbiased assessment of the target company's value, strengths, weaknesses, and growth potential. This objective viewpoint helps you evaluate the acquisition opportunity critically and make well-informed decisions.