Acquiring a business
You need a valuation as a reference point for a proposed transaction.
Valuations / Service
Transaction Valuation
We prepare a valuation for a proposed transaction, reflecting its subject and assumptions.
Scope agreed before work beginsData, analysis and discussion
The deliverable
Transaction valuation report
- Transaction context
- Assumptions and scenarios
- Valuation analysis
A report with an explanation of the approach taken.
Who it’s for
A valuation for your decision.
For owners, management teams and advisers preparing an acquisition, disposal or other ownership change.
A sale or equity change
You want to understand the assumptions behind the value of the transaction’s subject.
Comparing scenarios
You are considering different assumptions and want to understand their effect on value.
Scope of support
What the work covers.
The valuation supports a specific transaction decision. We therefore start with the purpose, subject and assumptions of the proposed transaction.
Let’s define your project scope01Define the subject and transaction context
We establish the proposed transaction and the decision the valuation will support, then agree its subject, date and scope.
02Review data and transaction assumptions
We review the available financial information, forecasts and transaction assumptions, and identify any further inputs needed.
03Select the approach and prepare the valuation
We select an approach and prepare the valuation analysis. Where agreed, we consider different scenarios.
04Discuss the findings in the decision context
We present the findings in the transaction context and discuss the assumptions, limitations and questions relevant to the next decisions.
We agree the scenarios and any additional analyses before work begins. The valuation provides a reference point for decisions; the parties agree the transaction terms.
Deliverables
The report. And the context.
01 / Report
Transaction valuation report
An analysis of value and assumptions to inform preparation for a transaction decision.
- Transaction purpose
- Assumptions
- Valuation result
02 / Discussion
Room for questions.
We discuss the assumptions, findings and limitations of the report, and identify points that need further consideration.
Getting started
What to have ready.
Description and scope of the proposed transaction
Financial data for the subject of the transaction
Available forecasts and assumptions
You do not need everything before our first conversation. We will tailor the data request to the agreed scope.
Working together
A clear process. A shared goal.
Discussion and purpose
We establish the context, scope and approach.
Data and assumptions
We organise the information needed for the analysis.
Analysis
We select an approach and review the conclusions.
Results and discussion
We deliver the report and explain its assumptions.
The people behind the analysis
Financial insight. Your decision in context.
Talk to Michał about the purpose of your valuation, the available data and the scope of analysis you need.
Partner · tax adviser
Michał Kordiak
Specialises in transfer pricing, international taxation, financial modelling and valuations.
Court-appointed valuation expert
Talk to Michał ↗Analytical resources
A market reference for your decision.
Market data and financing information help put valuation assumptions in context. We select their application to suit the transaction.
Explore our databasesLSEG Workspace
Market data and analytical tools.
Bond and issuer information to inform the financing context.
FAQ
Before our first conversation.
When should we start the discussion?
Once the subject and purpose of the proposed transaction are defined. Data availability will inform the scope and timetable.
Can the analysis consider different transaction assumptions?
Where relevant to the engagement, we can consider agreed scenarios. We define their scope before work begins.
Start a conversation
Let’s look at your situation.
Tell us about a planned transaction or a challenge. Together, we will determine the scope of the analysis you need.