Our method
Company valuation process
more technological.
M&A, Financial Advisory, Purchase and Sale of Companies.
Using innovation and cutting-edge technology, ValuingTools automates the entire company valuation process. Quickly and intuitively you can find out the real value of your company. An innovative service in terms of speed and cost, without compromising on rigor and professionalism.
Step 1
Adjudication
Find out the customer’s needs and how the valuation report will be useful in achieving your final objective, be it sales or another purpose.
Step 2
Ordering elements
Request from the client all the accounting information necessary to begin a preliminary analysis.
Step 3
Kickoff meeting
Meet with the client and, together with the preliminary analysis previously carried out, validate some assumptions and collect others necessary for the execution of the project.
Step 4
Execution
Preparation of the exercise and report. Impartial review by another team member who questions the valuation and final review of the report by a third member.
Step 5
Delivery
Meeting and delivery of the final valuation report.
Step 6
Follow-up
Clarify any doubts that may exist later about the exercise carried out and check, after a few months, whether it will make sense to carry out a new exercise with new assumptions.
Step 1
Assessment
Market valuation of the company seeking advice.
Step 2
Advice
Advise the customer on the right time to sell the company and what areas need to be improved.
Step 3
Mandate Signing
If the opinion is positive from our team, proceed with the terms of the consultancy and define the company’s sales strategy.
Step 4
Creation of Technical and Marketing Dossier
Creation of the marketing dossier that will contain all the essential information about the investment opportunity.
Step 5
Investor Research
Procurar potenciais interessados qualificados.
Step 6
Negotiation of Terms
Negotiate the terms of the transaction through a letter of intent or NBO.
Step 7
Due Diligence
Reserve a time window so that the buyer can complete their Due Diligence process.
Step 8
Business Closing
Close the deal, including potential adjustments resulting from Due Diligence.
Step 1
Assessment
Clear 360º understanding of the business and industry, with the aim of determining its fair market value.
Step 2
Investment Thesis
Document that sets out the reasons why investors would be interested in acquiring the business.
Step 3
Marketing
Creation of a Memorandum with confidential data and Teaser with key information about the business.
Step 4
Contact with Investors
Creating a shortlist of potential M&A investors with KYC.
Step 5
Negotiations
Discussions with potential buyers regarding terms of an M&A transaction.
Step 6
Deed
Final details and closing of the deal and respective M&A transaction.
