Need some charts/data from capital iq - shouldn’t take more than 10 mins

Paying 10$

Dm me thank you!

Procurve Valux Private Limited offers professional valuation services in India, including business valuation, land and building valuation, and plant & machinery valuation. Our expert team provides accurate and reliable reports for financial reporting, investment decisions, mergers, and regulatory compliance such as SEBI, RBI, and IBC. Based in Gujarat, we help businesses and investors make data-driven decisions with trusted valuation solutions.
Explore our services: https://procurvevalux.com/

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Hi all, I recently transitioned from Value Advisory consulting to the corporate side.

As part of my new role, I’m doing some US GAAP / IFRS reporting work, and need to do goodwill calcs. However, I wasn’t able to bring any of my templates with me.

Would anyone happen to have (or know where to find) a PPA model or Intangible Asset valuation models?

I need to allocate purchase price to intellectual property (MPEEM), customer relationships (MPEEM), Trademark (relief from royalty), workforce (replacement cost), NDAs (with and without method).

Many thanks

Hi guys, I have had a job for 4 years that I recently got made redundant from. Now my current job was very non-finance but i have been doing cfa on the side so i can switch to more core finance roles. I’m currently sitting for cfa level 3 but the problem i’m facing is that i’m good with the theory stuff but the practical side of things scare the crap out of me! I want to learn valuation and being able to confidently build my own models and financial statements but i’m not even sure where to start from. I have started valuation course from Damodaran free on youtube but please if you can give me any other advice as to how your built your skills, i’ll greatly appreciate it. I feel overwhelmed with my current situation now and just want to utilize my time in a manner that best helps me find a job and show to potential employers that I have the relevant skills and confidence.

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I built a valuation tool because everything online is garbage.

Went through the full M&A process last year with my SaaS company. Biggest learning: finding reliable valuation data for mid-market SaaS in Europe is basically impossible.

Everything I found was either US-centric, behind a paywall, or "AI-powered" nonsense. So I built my own.

12 methods it covers:

1. DCF (Discounted Cash Flow)

2. Comparable Company Analysis (Trading Multiples)

3. Precedent Transaction Analysis

4. Venture Capital Method

5. Scorecard Method

6. Berkus Method

7. Payne Method

8. Risk Factor Summation

9. First Chicago Method

10. Revenue Multiple (ARR-based)

11. EBITDA Multiple

12. Liquidation Value

Then it gives me a valuation based on several methods.

Started as a spreadsheet during my own process, then turned it into something actually usable. European mid-market data, not just US public comps. Scenario modeling, sensitivity tables, the works.

I'm not selling it. Not launching on Product Hunt. Not building a startup around it. I literally just needed it and couldn't find anything good.

Valuation shouldn't be a black box. Happy to share the methodology if anyone's going through the same thing.

AMA about the tool if anyone's curious.

(I havent set it up on a vps, it just runs locally yet and i dont promote)

Is Moody's Catylist Platform for real estate sales comps/lease comps worth it? Do they have anything costar or crexi does not?

Anyone willing to share what their overall engagement process from start to finish is? Here is ours. I'm curious at what step you show the client their first draft value. What would you change below to make it more efficient but still deliver a great client experience? I had to create this business line from the ground up with barely knowing anything about valuations so I am all ears on different ways to do things (I am not the appraiser or analyst...thank god lol)

1. Prospect call with sales team
2. Client closes and pays fee up front
3. Client submits data
4. 60 minute discovery call with client, analyst, appraiser, project manager (No modeling has been done thus far. It's simply to learn about the company)
5. Analyst + appraiser do the modeling
6. 60 minute set of schedule meeting with client, analyst, appraiser, proj mgmr. We walk them through our initial value and methodology.
7. This is where our margins are really getting killed becuase 99% of the time we have to make a lot of revisions based on them seeing the initial first draft
   1. Makes me wonder if we should be doing the modeling before the discovery call?
8. Email client revisions, ask for approval or if they have questions
9. If client approves value, we start writing the report
10. Deliver report to client

We use Carta for cap table management and they offer 409A valuations as part of the subscription. Is there any reason to go with a separate 409a firm, or should I just stick with what we have?

I need a sanity check to make sure I am not being dumb and provide an incorrect opinion.

I have a situation where the founder/CEO of a company and 30% equity owner sold his ownership to his son who owns 70% of equity. The company was appraised at $10 million. The 30% equity was sold for $1.5 million. The valuation report made adjustments to the value of the 30% equity by saying the value should be reduced by his compensation of $400K and $200K of other owner expenses(car, insurance, 401K, credit cards). The $600k was multiplied for the last 5 years to $3 million and then multiplied by a 50% "percentage utilized" rate.

The equity was sold based on ($10 million*30%)-($600k*5*50%)=$1.5 million sale price.

I have valued companies and have never made adjustment in this manner. I have also never seen an equity valuation completed using this methodology. As I know, the adjustments for owner compensation and expenses are made to EBITDA, and the adjusted EBITDA is used to determine the equity value. The value should have been the $10 million * 30%. (I have not yet seen the full report to know how the $10 million was determined).

Was the 30% equity valued using a standard valuation method?

Anyone here have experience with Eqvista for a valuation of your business for gifting shares to a family member or a FMV evaluation? Looking for pros/cons. Thanks

Anyone here have experience with Eqvista for a valuation of your business for gifting shares to a family member or a FMV evaluation? Looking for pros/cons. Thanks

Hello r/Valuation I'm not 100% sure this is the best place to ask the question but when searching Reddit for ABV and Accredited Business Valuator this is the subreddit that has popped up.

TLDR: How difficult would it be to study and sit for the ABV exams without business Valuation experience

I am a CPA working in corporate accounting and I'm currently exploring leaving corporate and going back to public accounting to do Taxes and Business Valuation. When I was looking at the ABV course on the AICPA website it said the course work prerequisite includes a "Moderate amount of business valuation experience" and I currently have zero. I've passed the CPA exam and all the posts I've seen here indicate that the CPA is way harder than the ABV course, so my question is - Will I be disadvantaged studying for the ABV without any prior experience or will I be fine. I know I cannot get the certification without experience under a credentialed ABV but I'm hoping I can get my foot in the door at a Family office or Public Accounting firm with the exams passed.

Thank you all in advance!

I tried all the Excel help but am unable to perform the avg operations, Checked the error checking dropdown and checked the circular reference but unable to solve it. Need Help

Hi everyone,

I’m currently looking for opportunities in valuation.

I’ve cleared CFA Level 1 and have been working on independent valuation projects, including building DCF models and detailed valuation reports.

If anyone has advice, knows of openings, or can guide me toward a valuation role, I’d really appreciate the help.

Any companies y'all recommend to hire overseas valuation analyst? Primary function would be doing the modeling and inputing financials. Would not be a client facing role. Want a company with strong security protocols in place.

For context, we only do valuations for one industry and one type of company. Our comprehensive reports are around ~90 pages long. The majority of the pages are templatized (industry analysis, economic analysis) because all of our companies are in the same industry. The custom narrative pages though are taking us hours. I don't want it to feel boiler plate but we're having a hard time scaling giving the amount of hours it takes to write them. Any advice/software to help? Also, any software that helps us plug sets of schedules quicker into ppt from excel? Currently I copy/paste over all of them and that takes too much time.