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.

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Template structure

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  • 1. Requester's name

  • 2. Requester's email

  • 3. Company type

    • Public
    • Private
  • 4. Brief business description

  • 5. EBITDA size (in MMs)

  • 6. Primary competitors

  • 7. Reason for EV analysis

    • Annual review
    • LL – Not transformative event
    • LL – Transformative event
  • 8. If 'Transformative event' was chosen in the field above:

    • LBO (incl ESOP)
    • Add-on
    • Dividend recap
    • Merger
    • Other
  • 9. Additional information

  • 10. Attachments

  • 11. Please attach an initial valuation

Screening

  • 1. Request ID

  • 2. Assignee

  • 3. Preparation date

  • 4. Actual EBITDA size (in MMs)

  • 5. Additional information

Valuation

  • 1. Standards of Value

    • Fair Market Value (FMV)
    • Investment Value
    • Fair Value
    • Intrinsic Value
  • 2. Approach to Valuation

    • Income Approach
    • Market Approach
    • Asset Approach
  • 3. Estimated future net cash flows

  • 4. Risk of non-materialization

  • 5. Company's earnings

  • 6. Enterprise revenue

  • 7. Enterprise value

  • 8. Company's assets

  • 9. Company's liabilities

  • 10. Additional information

  • 11. Valuation document

  • 12. Does this EV need to be approved?

    • Yes
    • No

Approval

  • 1. Who will review this valuation?

  • 2. Adjustments/Comments

  • 3. Are there any adjustments or corrections needed?

    • Yes
    • No

Final Considerations

  • 1. Date the valuation was finished

  • 2. Comments

  • 3. Final valuation (in US$)

  • 4. Final valuation

Done

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