CA firm provides evaluation services for their clients. They assess the performance of a business, its staff, and its resources. They look at financial statements, analyze customer feedback, review operational processes, and measure the effectiveness of marketing campaigns. They also provide guidance on how to improve performance and maximize profits. Additionally, they provide advice on potential investments, mergers, and acquisitions. They help businesses make informed and strategic decisions that will ultimately lead to increased profits and efficiency.

Estimating the net worth of a business or an asset is never straightforward. Performing valuations is getting more and more complex with continuous changes in the regulatory and business environment.

Valuation involves advising on the valuation of the business, company shares, and assets, both for commercial and statutory purposes. Valuation assignments may be conducted alongside other services such as tax and regulatory forensic and financial reporting.

• Business valuation for restructuring /purchase/sale/litigation.

1. Business valuation is required at the time of restructuring of companies which may involve mergers demergers or amalgamations.
2. Valuation for shareholder dispute, Valuation advice to minority shareholder JV partners.
3. Valuation for forensic support where we act as ‘Expert Witness’.

• Valuation for regulatory compliance

1. Valuation for transactions between resident shareholders and non-resident shareholders and vice versa where the report is filed with RBI under FEMA regulations.
2. Valuation for submission to tax authorities in connection with withholding tax/capital gain tax
3. Valuation to be performed as a registered valuer under the Companies Act 2013
4. Valuation to be performed as a registered valuer under the Companies Act 2013

• Intangible assets valuation
• Valuation of intangible assets for transaction/ funding purposes. Intangible assets include brands, tradename, customer contracts, customer relationships, software, intellectual property, non-compete agreement, and assembled workforce
• Private equity valuation
• Valuation services may be required by private equity and venture capital entities for reporting to their investors or for accounting purposes under the International Private Equity and Venture Capital (IPEVC) valuation guidelines