Valuation Report

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A valuation report is a formal document prepared by a qualified appraiser that estimates the fair market value of an asset. This unbiased assessmen ...

Determine Valuation of your company

Financial Modeling of business

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Valuation Report

  • Share financial information

    Customer shares company’s financial data

  • Value is calculated

    Valuer calculates enterprise valuation

  • Valuation Report is issued

    Merchant Banker issues signed report

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Share financial information

Customer shares company’s financial data

discussion
Arrow pointing to next blockArrow pointing to next block

Value is calculated

Valuer calculates enterprise valuation

customize-draft

Valuation Report is issued

Merchant Banker issues signed report

Contents of Report

  • overview

    Overview

    The name and registration number of the Merchant Banker and details of the company requesting for Valuation Report.

  • scope-of-work

    Scope of Work

    Outlines the specific shares being valued, along with any limitations or restrictions on the valuation process.

  • methodology

    Methodology

    Details about the approaches and methods used to determine the value of the share.

  • market-analysis

    Market Analysis

    Information about the relevant market conditions, trends, and factors that may impact the value of the share.

  • valuation-results

    Valuation Results

    The final estimated value of the asset, along with any supporting calculations or analyses.

  • valuer-declaration

    Merchant Banker's Declaration

    A statement by the Merchant Banker confirming that the report has been prepared in accordance with relevant laws and standards.

  • signature-and-stamp

    Signature and Stamp

    The report is signed by the Merchant Banker, along with their official stamp or seal.

Benefits of Valuation Report

  • credibility

    Credibility

    The report is prepared by a Merchant Banker/Registered Valuer/CA which lends credibility to the valuation process and assurance to stakeholders.

  • regulatory-compliance

    Regulatory Compliance

    Valuation Report ensures compliance with the provisions of the Income Tax Act, SEBI regulations and RBI guidelines.

  • assessment

    Objective and Unbiased Assessment

    It provides an impartial and unbiased valuation, free from any conflicts of interest.

  • risk-mitigation

    Risk Mitigation

    Valuation Report helps mitigate the risk of disputes or disagreements related to the value of the asset.

  • reporting-and-accounting

    Financial Reporting and Accounting

    Premium per share as mentioned in the Valuation Report is used for financial reporting purposes as per accounting standards compliance.

  • accountability-and-ethics

    Professional Accountability and Ethics

    The preparation of a Valuation Report demonstrates adherence to these standards, which enhances trust and confidence in the valuation.

  • methodology

    Documentation of Methodology and Assumptions

    Transparency in method, approach, and assumptions helps stakeholders understand how the value was determined.

Documents Required for Valuation Report

  • description_FILL0_wght400_GRAD0_opsz48

    Description of the Asset

    A detailed description of the asset being valued, including its nature, characteristics, and any other relevant details.

  • Ownership Rights

    Ownership Documents

    Proof of ownership or legal title to the asset, which may include deeds for real estate, incorporation documents for businesses, or patents for intellectual property.

  • description_FILL0_wght400_GRAD0_opsz48 (1)

    Financial Statements

    For Business valuations, this includes balance sheets, income statements, cash flow statements, and possibly more detailed financial records.

  • market-analysis

    Market Analysis

    Reports and data on current market conditions relevant to the asset, which help in assessing its market value based on comparable sales, rentals, or earnings multiples.

  • certificate

    Appraisal Certificates

    Previous appraisal reports or certificates that provide historical valuation data.

  • regulatory-compliance

    Regulatory Compliance and Approvals

    Any documents related to regulatory approvals, compliance certificates, and environmental assessments, especially for real estate or industrial assets.

  • tax planning

    Tax Records

    Relevant tax documents that might impact the valuation, such as property tax bills for real estate or corporate tax returns for businesses.

  • Operational

    Operational Data

    For businesses, this could include information on production levels, customer base, management structure, and employee details.

  • Proof of Property

    Intellectual Property Documentation

    For intangible asset valuations, details of intellectual property rights, licensing agreements, and related legal documents.

  • legal

    Legal Documents

    Contracts, agreements, leases, or litigation documents that might affect the asset’s value.

  • statement

    Transaction Records

    Previous sale or purchase agreements, investment details, or other transaction documents that provide context for the valuation.

  • reports

    Inspection Reports

    Physical inspection reports or audits that offer insights into the condition and maintenance of the asset.

  • report

    Economic and Industry Data

    Broader economic data and industry-specific reports that could influence the asset's value, such as trends in real estate markets, commodity prices, or technology developments.

Deliverables

  • valuation-results

    Determine Enterprise Valuation

  • description_black_24dp

    Issue of Valuation Report signed and stamped

Frequently asked Questions

What is the main goal of a valuation?

Close

The main goal of a valuation is to provide an objective and defensible estimate of an asset’s fair market value, which is the price a willing buyer would pay to a willing seller in an arm’s length transaction. This unbiased assessment empowers informed financial decisions.

What are the limitations of a valuation report?

Close

Valuation reports are based on estimates and market data available at the time of the valuation. The actual market value might fluctuate due to unforeseen circumstances. Additionally, the report reflects the appraiser’s judgment and interpretation of data, which can vary slightly between qualified professionals.

What are the requirements for valuing an asset?

Close

Valuing an asset requires a qualified appraiser to consider its characteristics, market data (comparable sales), valuation methodologies (income, market, cost approach), and current market trends to arrive at a fair market value.

What technique offers the best valuation?

Close

There’s no single “best” technique. The most appropriate method depends on the asset type and available data. Often, a combination of income, market, and cost approaches is used to provide a well-rounded valuation.

Who is considered a valuer?

Close

A qualified valuer is a professional with relevant education, experience, and certifications in valuing specific asset types (e.g., businesses, and real estate). They adhere to recognized valuation methodologies and ethical standards.

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Reviews

4.8

4.8


  • Rohit Verma

    ezyLegal's valuation services were not just a transaction; they were a source of valuable insights and guidance. The detailed analysis provided us with a clear understanding of the value drivers and risk factors affecting our business, enabling us to make informed decisions about strategic planning and investment. I'm grateful for ezyLegal's expertise and support, which have empowered us to maximize shareholder value and achieve our business objectives. With their guidance, I'm confident that we'll continue to succeed and thrive in the market.
  • Neha Verma

    Transparency is crucial in valuation services, and ezyLegal's reports were presented with complete transparency and credibility. The detailed analysis and valuation methodologies were explained in a clear and understandable manner, giving us confidence in the accuracy and reliability of the information provided. I appreciate ezyLegal's commitment to delivering reliable information that fosters trust and confidence among its clients. With their support, I'm confident that we'll continue to make informed decisions that drive our business forward.
  • Rahul Singh

    ezyLegal's valuation services provided us with the support and guidance we needed to make informed decisions about our business operations and investments. The detailed analysis and insights helped us understand the true value of our assets and identify opportunities for growth and improvement. I'm grateful for ezyLegal's expertise and dedication to helping companies like ours succeed. With their assistance, I'm confident that we'll continue to make strategic decisions that drive long-term value creation and success.
  • Priya Singhania

    Trust is essential when it comes to valuation services, and ezyLegal has earned my complete trust with its impeccable service. The valuation reports they provided were not only accurate and reliable but also delivered with transparency and integrity. I appreciate ezyLegal's commitment to providing honest and trustworthy information that we can rely on to make important financial decisions. I wouldn't hesitate to recommend their services to any business in need of reliable valuation solutions.
  • Alok Gupta

    ezyLegal's valuation services provided us with comprehensive insights into the value of our assets and business operations. The detailed analysis covered all aspects of our financial performance and market position, enabling us to make informed decisions about strategic planning, investment, and risk management. I'm grateful for ezyLegal's expertise and support, which have empowered us to maximize shareholder value and achieve our business objectives. With their assistance, I'm confident that we'll continue to succeed and thrive in the market.

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