Case Study
Company Valuation to Prepare for Transaction
- Adam Tauzel
Import of Goods + Manufacturing
INDUSTRY
50
EMPLOYEES
$40M
ANNUAL REVENUE
Background
Our client built a successful business importing materials for various industries. A long-standing vendor approached them with a joint venture proposal, prompting the need for a valuation to begin negotiations.
Objective
- Review financial and operational information relevant to intangible assets + key man valuation
- Analysis of the customer list and corresponding financial performance for the review period
- Perform valuation calculations focusing on mutually agreed upon management
- Prepare a comprehensive valuation summary and address any questions
Solution
- Performed detailed review of financials and held management meetings to understand the unique environment facing the industry at the time
- Based on review, S+H selected the discounted cash flow and comparable transactions methodologies to determine the value of the company
- Prepared a detailed valuation report, detailing assumptions, macro-economic impacts, and other critical factors requiring documentation
Delivered a robust valuation model and detailed report supporting the value of a company to facilitate transaction negotiations.
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