Business and Asset Valuation
Business and asset valuation estimates the value of a company, an ownership interest or a set of assets, as of a defined date and for a defined purpose, with the method and assumptions fully disclosed.
Context in which the service applies
The same asset can carry different values depending on the purpose of the valuation: a buyout claim governed by the articles of association, a sale transaction, an estate division, a security interest, or a liquidation. SGEx therefore starts from the purpose and the contractual or legal criteria that govern it, and only then selects the method.
When this analysis is needed
- Determining the value of a withdrawing shareholder's interest.
- Post-closing disputes and price discussions in mergers and acquisitions.
- Estate divisions and probate proceedings involving ownership interests.
- Judicial reorganization, bankruptcy and the liquidation of companies.
- Valuation of economic groups and conglomerates.
Questions typically analyzed
- Valuation of companies and ownership interests.
- Balance-sheet determination and asset valuation.
- Goodwill and intangible assets.
- Selection and justification of the method: discounted cash flow, market multiples or net asset value.
- Valuation date, projection assumptions and discount rate.
- Adjustments for debt, contingencies and non-operating assets.
How SGEx Approaches This
SGEx defines the purpose, the valuation date and the applicable criterion, gathers financial statements and projections, tests assumptions against the company's own historical performance, and presents the resulting value together with the relevant sensitivity ranges.
Possible Work and Deliverables
The format is defined according to the case, the proceeding and the purpose of the work.
- Valuation report
- Balance-sheet determination
- Opinion on a third-party valuation
- Documented valuation model
- Sensitivity analysis
Related Experience
Other SGEx Solutions
Services, specialties, contexts and industries connected to this topic under SGEx's relationship matrix.
Related Services
- Accounting Expert ExaminationIndependent expert examination of accounting records, financial statements and calculations, prepared for judicial, arbitral and administrative proceedings.
- Economic and Financial Expert AnalysisAnalysis of values, cash flows, economic assumptions and financial models in disputes and decisions that turn on quantification.
- Court-Appointed Expert ExaminationsAccounting, economic and financial expert examinations conducted under court appointment, with a technical report and responses to clarifications.
- Forensic AccountingReconstruction and examination of accounting records and financial flows for evidentiary purposes, in contexts of suspected wrongdoing, conflict or inquiry.
Related Specialties
- Corporate Matters, Buyout Claims and ValuationValuation of a withdrawing shareholder's interest, balance-sheet determination, goodwill, business valuation and corporate disputes.
- Judicial Reorganization, Bankruptcy and InsolvencyPreliminary expert examination, verification and challenge of claims, asset valuation, insolvency and liquidation.
- Wealth, Family and Succession MattersAsset determination and valuation, divorce settlements, probate and estate proceedings, ownership interests and asset tracing.
Related Areas of Practice
- Corporate and Shareholder DisputesDisputes among shareholders, partners and officers, corporate dissolutions, buyout claims and disagreements over financial results.
- Mergers and AcquisitionsPurchase, sale, merger and spin-off transactions, and the price and indemnity disputes that arise from them.
- Wealth, Family and Succession MattersDivorce settlements, probate proceedings and marital disputes that call for the determination, valuation and tracing of assets.
- Judicial Reorganization, Bankruptcy and InsolvencyJudicial reorganization, out-of-court reorganization and bankruptcy proceedings in which creditors, the debtor and the court all depend on reliable technical information.
- Civil and Contract DisputesNonperformance, termination, contract revision and civil liability claims in which the controversy turns on monetary values and calculations.
Related Industries
- Financial and Capital MarketsFinancial institutions, investment funds, investors and publicly listed companies involved in disputes, valuations and financial reviews.
- Hospitality and Real EstateHotels, real estate developments and property assets involved in valuations, corporate disputes and insolvency.
- AgribusinessProducers, cooperatives, trading companies and agro-industrial businesses involved in valuations, succession matters and judicial reorganization.
- Industry, Manufacturing and Consumer GoodsManufacturers and consumer-goods producers involved in valuations, and in commercial, tax and corporate disputes.
- Digital Business, Creators and PlatformsDigital businesses, content creators and platforms involved in asset tracing, valuations and disputes.
- Entertainment, Arts and Creative EconomyProducers, artists, publishers, events and cultural projects in disputes over revenue, rights, box office and accounts.
- Games, Esports and Digital EntertainmentStudios, publishers, esports teams, tournament organizers and platforms in disputes over revenue, royalties, valuation and contracts.
Request an Analysis
Describe the technical question, the context in which it arose, and the documents available. This information lets SGEx assess the scope of the work before any proposal.