VALUATIONS

Valuation can be controversial and subjective. It could be in a business or a brand about investment, impairment or intangibles; needed for a takeover, transfer pricing or tax assessment. Therefore you need an independent opinion which will stand up to scrutiny.

Every valuation is expressed by a figure but a figure on its own may not tell the whole story or take the decision for you. Valuation isn't valuation without expert analysis and understanding of the facts
behind the figures.

Businesses approach Batard & Partners for robust business valuation advice covering all aspects. As you would expect from Batard & Partners, what we provide is an informed, expert judgment backed by in depth industry knowledge.

Are you weighing up an investment opportunity? Looking to agree a valuation with tax authorities? Or seeking a valuation for accounting purposes? Whatever the issue,
we'll add our judgment to yours, to help you take the right decisions.


Potential issues

  • Conducting a merger, an acquisition or re-structuring the organization
  • Value your intangible assets, e.g. brands, goodwill, intellectual property, for tax purposes or financial reporting requirements e.g. International Financial Reporting Standards (IFRS)
  • Transfer assets within the organization and need to understand the value
  • Dispute and need to negotiate with tax administrations
  • Insufficient in-house valuation expertise or resources

How we can support you

  • Evaluating major investment decisions to improve business value
  • Maximizing tax benefits
  • Delivering rigorous financial, economic and strategic advice to improve the value of the organization
  • Providing expert valuation opinion and reports from industry specialists for disputes and arbitration

Batard & Partners valuations services include

  • Valuations of unlisted companies, businesses, shareholdings, goodwill, know-how, brands and other intangible assets
  • Valuations for regulatory purposes e.g. Takeover Code, the Companies Act…
  • Independent Expert Valuation opinion - evidence and reports
  • Purchase Price Allocation
  • Complex valuations including highly-leveraged businesses and international projects
  • Investment decision analysis
  • Maximizing tax benefits for individuals and organizations

Batard & Partners differentiators

  • Extensive experience and confidential handling of valuations
  • Access to a worldwide competence network
  • Excellent reputation and credibility
  • "Independence and neutrality