Six kinds of valuation, one firm
Each report states what was valued, the basis of value, the method used and the documents relied on, so a lender, buyer, auditor or board can follow how the figure was reached.
Land & building valuation
Market value of land, homes, offices, shops and industrial premises, based on inspection, title documents and comparable sales.
Commonly needed for bank finance and mortgages, purchase and sale, insurance, financial reporting.
Plant & machinery valuation
Value of production lines, equipment and utilities, taking account of age, condition, remaining useful life and replacement cost.
Commonly needed for secured lending, insurance cover, buying or selling assets, financial reporting.
Enterprise valuation
Value of a business as a whole, covering its operations, assets and debt, using income, market and asset-based approaches.
Commonly needed for mergers and acquisitions, raising funds, restructuring, shareholder decisions.
Equity valuation
Value of the shares in a company, for a full or a part stake, including the effect of control and of how easily the shares can be sold.
Commonly needed for issue and transfer of shares, investor entry and exit, employee share plans.
Securities or asset valuation
Value of financial instruments and investments, such as preference shares, debentures and convertible instruments.
Commonly needed for financial reporting, transactions, portfolio review.
Intangible asset valuation
Value of brands, trademarks, patents, software, customer relationships and goodwill.
Commonly needed for purchase price allocation, licensing, impairment testing, sale of a business.