Business planning and company valuation

Company valuation forms the basis of many strategic and transactional decisions, including sell-side transactions, acquisitions, capital raising and other ownership-related decisions. Our valuation experts determine the value of companies, shareholdings, business units and projects using methodologies that comply with internationally recognised valuation standards.

Our professionals regularly advise on company sales, acquisitions, capital raising and financing transactions. As a result, our valuations are based not only on established valuation methodologies but also on extensive transaction experience and a deep understanding of market dynamics and investor expectations.

As part of the valuation process, we prepare a detailed financial model and consider the company's operations, growth prospects, industry characteristics, relevant market transactions and the valuation multiples of comparable companies.

In every engagement, our objective is to provide a robust, objective and market-based valuation that reflects market realities and investor expectations, providing a reliable basis for decision making in actual transaction situations.

The steps of the valuation process in detail

Defining the purpose and scope of the valuation

Before the valuation project begins, we define the purpose of the valuation, the scope of the company or assets being valued, the methodology to be applied, and we compile the information requirements needed for the valuation.

Information gathering and understanding the company's operations

Through management interviews, we gain a thorough understanding of the company's operations, business model, financial position, competitive environment and growth prospects. We analyse historical financial information, management accounts, business plans, management expectations and other relevant documentation.

Financial analysis, normalisation and forecasting

During business planning we analyse the company's past financial performance in detail and, where necessary, normalise the historical financial data so that it provides an appropriate basis for planning the company's sustainable operations.

Selecting the appropriate Valuation Methodology

We apply the valuation methodology best suited to the company's characteristics, selecting the approach that most accurately reflects its market value. Depending on the nature of the business and the purpose of the valuation, we primarily apply the discounted cash flow (DCF) method, market multiples derived from comparable listed companies and relevant transactions, and, where appropriate, net asset value-based approaches.

Value determination, sensitivity analysis or scenario analysis

Using the applied valuation methods we determine the realistic value range of the company, and through sensitivity analysis or scenario analyses we assess the expected effects of the most important assumptions that influence value.

Valuation report and management presentation

We summarise the results in a detailed valuation report, presenting the applied methodology, the main assumptions and the result of the valuation. On request we also present the findings in a management presentation, giving our clients the opportunity to understand the business, financial and methodological assumptions of the valuation in the level of detail relevant to them.

Ask our experts:

András Juhász

András Juhász

Zoltán Saly

Zoltán Saly

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