Business valuation services and company valuation reports in India
Need a valuation for fundraising, a share transfer, ESOPs, FEMA, M&A or compliance? We prepare business, share and financial instrument valuation reports across India. Every report is prepared and signed by Chartered Accountants registered with the IBBI as Registered Valuers, using methodology we can defend to a regulator, an auditor or a counterparty.
Statutory & Regulatory Valuations
- Valuation under the Companies Act, 2013
- Valuation under the SEBI Act, 1992
- Valuation under the IBC, 2016
- Valuation under the Income Tax Act, 1961
- Valuation under the FEMA, 1999
- FEMA compliance valuations for FDI / ODI
Transactions & Strategic Valuations
- Strategic valuations for Mergers, Amalgamations, Demergers & Buybacks
- Purchase Price Allocation Report
- AIF Portfolio Valuations
- Valuation of Startups
Securities & Instruments
- Valuation of Equity Shares of unlisted companies
- Valuation of Preference Shares, CCPS, CRPS
- ESOP Valuations
Assets & Intangibles
- Valuation of Intangible assets, Trade Receivables & Fixed Assets
- Brand, Patent and Trademark Valuations
Advisory & Review Support
- Financial Modeling preparation
- Industry multiple computation
- Reviewing Valuation for second opinion
- Preparation of Valuation template
- Reviewing Valuation assumption
Advisory expertise across the corporate lifecycle
Alongside the valuation report itself, we advise on the corporate actions that depend on it — from the instrument you issue to the way the transaction is priced and reported.
- Private Placement / Preferential Allotment
- Expertise in facilitating private placements and preferential allotments, optimizing capital structures for sustained growth.
- ESOP (Employee Stock Option Plan)
- Specialized guidance on ESOP implementation, ensuring effective employee engagement and aligning interests with organizational success.
- Sweat Equity Shares
- Tailored solutions for sweat equity share schemes, promoting equity participation and incentivizing key contributors within the organization.
- IPO (Initial Public Offering)
- Proven track record in orchestrating successful IPOs, providing companies with a strategic pathway to the public market.
- FPO (Further Public Offering)
- Expert navigation of Further Public Offerings, enabling companies to capitalize on market opportunities and expand their shareholder base.
- Mergers & Acquisitions
- Comprehensive M&A support, from strategic planning to execution, ensuring seamless integration and maximizing stakeholder value.
- Fund Raising
- Proactive approach to fund raising, employing diverse strategies to secure capital and fuel business expansion.
- Buy-Back of Shares
- Skillful management of share buy-back programs, enhancing shareholder value and optimizing capital structure.
- Corporate Debt Restructuring
- Specialized expertise in corporate debt restructuring, alleviating financial strain and promoting sustainable business growth.
- Reverse Merger
- Strategic guidance on reverse mergers, providing an alternative route for companies to go public.
- Impairment Testing
- Rigorous impairment testing methodologies, ensuring accurate assessment of asset values in compliance with accounting standards.
- Purchase Price Allocation
- Precise allocation of purchase prices in acquisitions, facilitating transparent financial reporting and compliance.
- Fair Value (IND AS)
- In-depth understanding of Fair Value under IND AS, ensuring financial statements accurately reflect the true value of assets and liabilities.
- Sale of Business
- Proven strategies for navigating successful business sales, optimizing deal structures, and maximizing returns for stakeholders.
- Insolvency / Bankruptcy
- Expert guidance through insolvency and bankruptcy proceedings, minimizing risks and preserving stakeholder interests.
- Intrinsic Value Assessment
- Thorough assessment of intrinsic values, providing a foundational understanding for strategic decision-making.
- Delisting
- Proficient support in delisting processes, guiding companies through regulatory compliance and strategic exit strategies.
Steps included in a valuation
A transparent, structured engagement — from scoping to a detailed, defensible valuation report.
Strategic Planning
Collaborative discussion on valuation date, purpose, premise, and scope of work. Establishing a strategic framework aligning with your business objectives.
Holistic Analysis
In-depth examination of historical financials for a comprehensive understanding of your business trajectory, capturing key insights from the business overview and plan.
Fundamental Value Assessment
Robust fundamental value analysis, delving into earnings, cash flow, and risk — using financial ratios and performance indicators to gauge intrinsic business value.
Methodology Clarity
Clear description and justification for each valuation methodology considered, with transparent communication on the methodologies ultimately selected and implemented.
Conclusive Insights
Summarized valuation conclusion based on the analyses conducted, providing clear and actionable insights to guide strategic decision-making.
Comprehensive Reporting
Detailed valuation report with a concise presentation of methodologies, assumptions, and conclusions, ensuring a thorough understanding of the process and outcomes.
Answers for founders, business owners and finance teams
What is a business valuation report?
A business valuation report estimates the fair value of a company, its shares or a financial interest. It documents the purpose, information reviewed, valuation method, assumptions and conclusion of value so stakeholders can make an informed decision.
When do I need a company valuation in India?
Businesses commonly seek a valuation before fundraising, a share transfer or preferential allotment, an ESOP issue, a merger or acquisition, a buyback, an FDI or ODI transaction, financial reporting, tax planning or a shareholder decision.
How is a startup or company valued?
The appropriate method depends on the company and purpose. Common approaches include discounted cash flow (DCF), comparable company or transaction multiples, net asset value and option-pricing methods for complex instruments. The method and assumptions should fit the facts of the engagement.
Who can prepare a valuation report?
The required professional depends on the transaction and applicable law. A Registered Valuer, Chartered Accountant or another qualified professional may be required depending on the purpose, statute and regulatory framework. Confirm the requirement for your specific transaction before proceeding.
What information is needed for a business valuation?
Typical inputs include historical financial statements, management projections, cap table and instrument terms, business plan, material contracts, details of assets and liabilities, and the purpose and valuation date. The exact information list changes with the engagement.