Valuation is needed at many points in a company’s life: when you bring in an investor, issue or transfer shares, grant ESOPs, merge or restructure, or deal with cross-border transactions. Different situations need different methods and, in some cases, a report from a registered valuer.
Apbiz prepares the analysis, explains the assumptions in plain language and coordinates with the registered valuer where the law requires one.
What we do
Startup and business valuation
Discounted cash flow, comparable and asset-based approaches, chosen to fit your stage and data.
Share valuation for issue and transfer
Support for fair value reports needed under company, tax and foreign exchange rules.
ESOP valuation
Fair value of the shares behind an employee stock option plan.
Fundraising support
Valuation analysis and financial models for investor discussions.
Merger and restructuring
Valuation and share-exchange ratio support for mergers, demergers and group restructuring.
Intangibles and brand
Valuation of intellectual property and other intangible assets.
Tax and regulatory use
Documentation that supports your position in tax assessments and filings.
Who this is for
- Startups raising funds from investors
- Companies issuing or transferring shares
- Businesses planning an ESOP
- Promoters planning a merger, sale or restructuring
How it works
- 1
Understand
We learn why you need the valuation and which rule or purpose it must satisfy.
- 2
Analyse
We build the model from your financials and market data and explain the assumptions.
- 3
Report
You receive a clear report, with the registered valuer’s sign-off where it is required.
What we usually need from you
- Last three years of financial statements and the latest management accounts
- Projections and business plan, if available
- Shareholding pattern and cap table
- Details of the transaction the valuation is for
- Details of intangible assets, if relevant
Frequently asked questions
Do I need a registered valuer?
For some purposes the law requires a report from a registered valuer or a merchant banker. We tell you at the start whether yours does, and arrange it.
Which valuation method will be used?
It depends on the stage of your business and what data exists. Early-stage companies are valued differently from steady, profitable ones. We explain why a method suits you.
Can the valuation be used for an investor round?
Yes. Investors expect a reasoned valuation, and a documented model helps negotiations. The final price is still agreed between you and the investor.
How long does a valuation take?
It depends on the purpose and how complete the data is. We give an estimate after seeing your financials.
Is the result guaranteed to be accepted?
No. Authorities and investors decide for themselves. A well-documented valuation makes your case stronger.
This page is general information and not advice for your situation. Rates, limits and due dates change, and some depend on your state or scheme, so we confirm the current rules for your case before we act.