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Business and intangible asset valuation

Business and intangible asset valuation

We determine the value of a business, an asset or an intangible using a method that can be explained and defended. To negotiate, to decide and to answer to the tax authority.

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Business and intangible asset valuation

When you need it

  • Buying, selling or merging a company
  • A shareholder coming in or leaving, or a dispute between shareholders
  • Transfers of assets or intangibles between group companies
  • Corporate agreements that depend on the value of a business or a brand

Business and intangible asset valuation

What’s included

Every valuation answers a specific question. We start by understanding what you need it for.

  • Business valuation

    We estimate the value of a company or a business line based on its financial information and outlook.

  • Intangible asset valuation

    We value brands, technology, customer relationships and other intangibles, which are often the most valuable part of a business.

  • Tax support

    When the valuation has tax consequences, such as a transfer between related parties, we prepare it so it also stands as support before the SAT.

  • A report we walk you through

    We deliver a report with the method, assumptions and conclusion, and explain it so you can use it at the negotiating table.

Business and intangible asset valuation

How we work

  1. Purpose

    We define what the valuation is for and what is being valued.

  2. Information

    We gather financial statements, projections and market data.

  3. Method and calculation

    We apply the method that fits the case and cross-check the result.

  4. Report and walkthrough

    We present the report and answer your questions before you use it.

Frequently asked questions

How is a company valued?

There are three general approaches: the income the business is expected to generate, comparison with similar transactions or companies in the market, and the value of its assets. Usually more than one is used and the results are compared.

What is an intangible asset?

It is an asset with no physical form that creates value: a brand, a patent, software, a customer base or know-how. Valuing them is key when they are sold, licensed or transferred between group companies.

Will the valuation hold up with the SAT?

If it is prepared for that purpose, it can serve as support, for example when an intangible is transferred between related parties. That is why we ask from the start what you need it for.

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Need to know what a business or intangible is worth?

Tell us what you need it for. We’ll tell you what information it takes.

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55 5399 4096 WhatsApp 56 1987 3096