Valuation services & Financial modelling

A business with a clear understanding of its value is better positioned to exploit growth opportunities and maximise its economic potential. In an ever changing business and regulatory environment, value can lie in many different assets, activities and investments.

Business valuation requires a combination of rigorous methodology, relevant market data and professional judgement. At RSM Switzerland, our valuation and financial modelling specialists provide independent, objective and decision oriented insights into the strategic, operational and financial drivers of value, across industries and transaction contexts.

Based on recognised valuation techniques and market benchmarks, we deliver robust valuation and financial modelling solutions designed to support transactions, financial reporting, tax matters and strategic decision making.

Business valuation services

Our valuation services support a wide range of situations where an independent and well documented view of value is required.

Transaction related valuations

We support:

• Value optimisation and sale preparation
• Valuation analyses for buyers in the context of acquisitions
• Support in the preparation of non binding offers
• Private equity, fund and portfolio valuations

These valuations are commonly used in the context of mergers & acquisitions, management buy outs, succession planning and restructuring situations.

Financial reporting & regulatory valuations

We perform valuations for:

• Financial reporting purposes (IFRS / Swiss GAAP), including impairment testing
• Purchase Price Allocation (PPA)
• Valuation of financial instruments
• Tax valuations for tax authorities and customs

Our work is structured, well documented and aligned with applicable accounting and regulatory standards.

Asset specific valuations

Our specialists also advise on:

• Valuation of intangible assets and intellectual property
• Identification and valuation of goodwill and minority interests
• Start up and early stage company valuations
• Valuation in restructuring and special situations

Financial modelling & cash flow analysis

Financial modelling is a powerful tool for understanding business performance, assessing future scenarios and supporting investment and financing decisions.

At RSM Switzerland, we design tailor made financial and cash-flow models adapted to your strategic objectives and transaction context.

What our financial models cover

Our models may include:

• Integrated profit & loss, balance sheet and cash flow forecasts
• Business planning, budgeting and scenario analysis
• Company valuation based on financial projections
• Modelling of financing structures and indebtedness
• Assessment of value creation levers and capital structure optimisation

Supporting strategic and financing decisions

Our financial models are often used to:

• Assess acquisition or investment projects
• Optimise financing structures (equity / debt)
• Analyse tax efficient financing scenarios
• Support negotiations with investors, banks or other stakeholders

A pragmatic and independent valuation approach

Decision oriented insights

Our valuation and modelling work is designed to provide clear, actionable insights, not just technical outputs. We focus on:

• Transparency of assumptions
• Consistency of methodology
• Relevance for decision making

Local expertise, global reach

With strong Swiss market experience and access to the RSM international network, we support both domestic and cross border valuation assignments, ensuring consistent execution and robust deliverables across jurisdictions.

Need an independent valuation or financial model?

Speak with our valuation and financial modelling specialists to discuss your project and objectives.