Business valuation for buying or selling decisions

The process of financial stability and investment attractiveness assessment

Business Model Analysis:

  • Product, market segments and target audience

  • Sales channels, key partners and resources

  • Key processes

  • Cost and revenue structure

Financial statement analysis:

  • Revenues, expenses, profit

  • Assets and liabilities

  • Cash flows

  • Financial ratios (ROI, ROE, EBITDA, etc.) and trends

Operating performance analysis:

  • Production and operating performance

  • Resource usage efficiency

  • Logistic and supply chain

Risk Analysis:

  • Legal risks

  • Reputation risks

  • Technological risks

  • Economic and financial risks

Management team analysis:

  • Skills and experience of the management team

  • Division of responsibilities and roles

Intellectual property and asset valuation:

  • Patents, brands, copyrights

  • Innovative products or processes

Customer base and relationship analysis:

  • Customer loyalty

  • Share of repeat purchases

  • Service quality and customer feedback

Social and environmental impact assessment:

  • Social responsibility of the business

  • Ecological standards

Strategic analysis:

  • Adaptation to market conditions

  • Competitive advantages

  • Growth prospects

Analysis of competition, economic environment and industry trends:

  • The competitors and their positioning

  • Economic sustainability and the industry's growth perspectives

  • Seasonality and supply and demand trends

Recommendations for buying/selling a business:

  • Business valuation

  • Buy/sell scenarios and strategies

Recommendations for attracting or seeking investment:

  • Potential sources of investment

  • Forecasted revenues and return on investment

Project presentation and defense to investor:

  • Presentation design, financial dashboards

  • Valuation and strategy justification