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

See how this template is structured. As this is just an example, you can customize it.

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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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