A business with an in-depth understanding of its value could exploit value-adding opportunities and maximise its economic potential. Value lies in different assets and investments and could vary considerably in this ever-changing business and regulatory landscape.
To paint an accurate picture, the valuation of a business or its underlying assets calls for a combination of science and experience.
Our team offers practical insight into the strategic, operational and financial affairs of the business – so you can understand the real value–regardless of industry.
Based on relevant market data and the latest valuation techniques, our business valuation consultants perform an in-depth analysis to provide you with an accurate and consistent business valuation report.
Our Valuation services include:
- Optimizing the company value and getting it ready for sale (Value Based Management).
- Value consideration analysis for buyers in the context of an acquisition and support in the preparation of a non-binding offer (see Acquisition Mandate).
- Private equity / funds / portfolio valuations.
- Tax valuations for the Customs and Tax Administration.
- Valuation for financial reporting purposes: Impairment, Purchase Price Allocation (PPA), valuation of financial instruments (e.g. Swaps).
- Valuation of intangible assets and intellectual property.
- Identification of goodwill and minority packages.
- Valuation of start-ups.
- Transfer Pricing analysis, including economic analysis.
In addition, a financial/cash flow model is an effective tool to manage corporate finance and is also a must if you wish to make an acquisition. The model can focus on the profitability, maximisation of the value, indebtedness, or tax optimisation of the acquisition. All material future financial indicators may be quantified and monitored on an ongoing basis, for example:
- Planning and budgeting revenue and expense items.
- Simulating a balance sheet, profit and loss statement and cash flow statement.
- Quick valuation of a company using a financial plan.
- Simulating indebtedness through loans received from independent entities as well as group entities.
- Optimising the company’s value by designing a suitable financing structure; positive effect of debt financing.
- Tax-efficient structuring of the finance provided by investors as equity or debt, which includes maintaining an appropriate ratio between its own and external funds in accordance with the low capitalisation rule, interest rate planning, and the effects of exchange rate fluctuation in the case of foreign currency loans.
- Repatriating funds to investors according to alternative scenarios – interest payment, debt repayment and dividend payment.
- Predicting the tax on profits, optimising the use of tax losses, tax-deductible reserves, and tax deductions.
Our team at RSM Switzerland assists clients in building financial models. Our financial models help you gain a better understanding of your business, decide on a funding strategy and help you to reach a fair estimate of business value.