An ownership decision
You need a reference point for discussions about the value of a business or equity interests.
Valuations / Service
Business & Equity Valuation
We value businesses and equity in the context of an ownership decision, transaction or corporate change.
Scope agreed before work beginsData, analysis and discussion
The deliverable
Business valuation report
- Purpose and subject
- Data and assumptions
- Result and context
A report with an explanation of the approach taken.
Who it’s for
A valuation for your decision.
For owners, management teams and finance professionals who need a business or equity valuation.
A planned transaction
You are preparing to acquire or sell a business or a particular equity stake.
A corporate change
You need a valuation in the context of a specific ownership or organisational change.
Scope of support
What the work covers.
The purpose of the valuation guides the analysis. We agree the subject, select an approach and explain the assumptions behind the result.
Let’s define your project scope01Define the purpose, subject and valuation date
We start with the decision the valuation will support, and agree its subject, date and scope.
02Review the business and financial data
We review the business model and organise the financial information relevant to the valuation.
03Select the approach and key assumptions
We choose an approach suited to the purpose and available data, and explain the key assumptions.
04Prepare the valuation and discuss the findings
We prepare the report, present the result and discuss the assumptions and limitations relevant to its use.
The valuation may cover a business or a specific equity stake. We agree the details at the outset.
Deliverables
The report. And the context.
01 / Report
Business valuation report
The valuation result, with the approach, data, assumptions and context for its use.
- Approach
- Data and 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.
Financial statements and management information
Forecasts and business assumptions, where available
Ownership structure and valuation purpose
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
Assumptions grounded in data.
Market data and financial information support the analysis. We select sources and their application to suit the purpose of each valuation.
Explore our databasesLSEG Workspace
Market data and analytical tools.
Information on bond markets and issuers.
FAQ
Before our first conversation.
Are financial forecasts required?
This depends on the approach and purpose. We discuss the available data and the use of forecasts at the outset.
Can the valuation cover an equity stake?
Yes. We define the subject of the valuation and the context of the particular stake when agreeing the scope.
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.