Valuations (M&A, Financial Reporting, Tax and Planning)
Independent, defensible valuations to support confident acquisitions, disposals, reporting and planning decisions.
Who this is for
- Business owners and executives
- Investors and acquirers
- Boards, CFOs and finance teams
When you typically need this
- Preparing for a merger, acquisition or disposal
- Supporting financial reporting or tax positions
- Strategic planning and shareholder decisions
What we do
- Confirm purpose, scope and valuation basis
- Analyse performance, risks and value drivers
- Select appropriate valuation methodologies
- Model scenarios and sensitivities
- Prepare a clear valuation report and recommendations
Deliverables
- Valuation report (assumptions, methodology and conclusion)
- Scenario and sensitivity analysis
- Management-ready executive summary
Benefits
- Better negotiation outcomes
- Reduced transaction and reporting risk
- Credible support for planning and tax decisions
Why Bethanie Management Consulting
- 20+ years advisory and CFO experience
- Confidential, disciplined methodology
- Integrated support across valuation, diligence, modelling and structuring
- Leadership credibility supported by independent recognition as a #BestofBiz top contributor on Bizcommunity.
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Frequently asked questions
Why might a business need an independent valuation?
Valuations may be required for transactions, shareholder decisions, financial reporting, tax, succession planning, funding or strategic evaluation.
Which valuation method will be used?
The method depends on the purpose, business characteristics and available information. Income, market and asset-based approaches may be considered and reconciled.
What information is normally required?
Typical information includes historical results, forecasts, working-capital data, debt, assets, customer and market information, ownership details and the valuation purpose.
Related strategic finance insight
Episode 1 of Strategic CFO Thinking explains why accurate accounting is only the starting point and how forward-looking financial leadership improves decisions, risk management and growth readiness.
Next step
Discuss scope, timelines and the most suitable approach for your organisation.
