Enterprise Valuation Process
Template
With the Enterprise Valuation pipe you can follow a clear path to a company’s value. From screening to approvals and final considerations, you’ll have a standardized process, control over who’s taking care of which case and reports where you can check your monthly valuation average.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Requester's name
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2. Requester's email
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3. Company type
- Public
- Private
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4. Brief business description
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5. EBITDA size (in MMs)
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6. Primary competitors
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7. Reason for EV analysis
- Annual review
- LL – Not transformative event
- LL – Transformative event
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8. If 'Transformative event' was chosen in the field above:
- LBO (incl ESOP)
- Add-on
- Dividend recap
- Merger
- Other
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9. Additional information
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10. Attachments
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11. Please attach an initial valuation
Screening
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1. Request ID
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2. Assignee
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3. Preparation date
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4. Actual EBITDA size (in MMs)
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5. Additional information
Valuation
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1. Standards of Value
- Fair Market Value (FMV)
- Investment Value
- Fair Value
- Intrinsic Value
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2. Approach to Valuation
- Income Approach
- Market Approach
- Asset Approach
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3. Estimated future net cash flows
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4. Risk of non-materialization
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5. Company's earnings
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6. Enterprise revenue
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7. Enterprise value
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8. Company's assets
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9. Company's liabilities
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10. Additional information
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11. Valuation document
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12. Does this EV need to be approved?
- Yes
- No
Approval
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1. Who will review this valuation?
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2. Adjustments/Comments
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3. Are there any adjustments or corrections needed?
- Yes
- No
Final Considerations
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1. Date the valuation was finished
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2. Comments
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3. Final valuation (in US$)
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4. Final valuation