Case Study
Valuation for Internal Equity Transfer
- Adam Tauzel
Manufacturing
INDUSTRY
40
EMPLOYEES
$30M
ANNUAL REVENUE
Background
Our client needed a high-level valuation to determine the most reasonable approach for transferring ownership
Objective
- Review our client’s historical financials
- Conduct management meeting around financial performance and growth
- Assess market level comparable transactions and companies
- Provide a high-level valuation range of the company’s value
Solution
- Reviewed historical financials and determined an appropriate EBITDA for the consolidated company
- Held management discussions to identify adjustments to EBITDA
- Determined macro-economic impacts to the company and its industry
- Leveraged comparable transaction multiples comps that were similar to the company in size, business, and transaction timeliness
- Concluded an appropriate valuation of the company and provided a summary of methodology
Delivered a timely and reasonable valuation to guide ownership in transferring equity to new partners.
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Knowledge Hub
Valuation for Internal Equity Transfer
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Company Valuation to Prepare for Transaction
