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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- Requester’s name
- Requester’s email
- Company type
- Public
- Private
- Brief business description
- EBITDA size (in MMs)
- Primary competitors
- Reason for EV analysis
- Annual review
- LL – Not transformative event
- LL – Transformative event
- If ‘Transformative event’ was chosen in the field above:
- LBO (incl ESOP)
- Add-on
- Dividend recap
- Merger
- Other
- Additional information
- 1Attachments
- Please attach an initial valuation
Screening
- Request ID
- Assignee
- Preparation date
- Actual EBITDA size (in MMs)
- Additional information
Valuation
- Standards of Value
- Fair Market Value (FMV)
- Investment Value
- Fair Value
- Intrinsic Value
- Approach to Valuation
- Income Approach
- Market Approach
- Asset Approach
- Estimated future net cash flows
- Risk of non-materialization
- Company’s earnings
- Enterprise revenue
- Enterprise value
- Company’s assets
- Company’s liabilities
- Additional information
- Valuation document
- Does this EV need to be approved?
- Yes
- No
Approval
- Who will review this valuation?
- Adjustments/Comments
- Are there any adjustments or corrections needed?
- Yes
- No
Final Considerations
- Date the valuation was finished
- Comments
- Final valuation (in US$)
- Final valuation
Done
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