01
Define the assignment
Clarify the business, shares or instrument being considered and the reason for the exercise. Agree the valuation date, audience and scope before the analysis begins.
Understand value / Business & share valuation
Understand the value.
See the assumptions.
Connect financial information, business context and the purpose of the valuation to support a considered capital or ownership decision.
Explore how we helpCompany preparation · Considered execution
Business & share valuation
Shaped around your business.
Conceptual imagery.
How we help
The purpose comes before the number.
Valuation is part of the corporate advisory capabilities described in the company presentation. The assignment begins by defining what is being valued, the relevant date, the intended use and the information available.
02
Understand the business
Review financial performance, forecasts, operating drivers and the capital structure. Discuss the assumptions that management considers material to future performance.
03
Assess the approach
Consider the methods and evidence appropriate to the assignment. Explain how assumptions, business risks and available market information influence the analysis.
04
Support the decision
Present the analysis in the context of the proposed transaction and its limitations. Coordinate with the appropriately qualified professional where a specific statutory report is required.
Working together
Clear questions.
Practical next steps.
An agreed scope and clear responsibilities keep the work connected to the company’s objectives.
- 01
Frame
Define purpose, scope, valuation date and intended use.
- 02
Analyse
Review financial inputs, assumptions and relevant evidence.
- 03
Explain
Connect the conclusions and limitations to the decision.
What we work towards
A clear view of the valuation inputs, assumptions and considerations relevant to the agreed assignment.
Before our conversation
Start with what
you know today.
Mark the information you already have. This is a starting point for discussion; the detailed request list follows the agreed mandate.
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A planning aid for your conversation. Your selections stay on this page and are not submitted or used to assess eligibility.
Keep in view
An advisory valuation is not automatically a substitute for a report required under a particular law or transaction framework. Confirm the prescribed purpose, professional qualification and report requirements at the outset.
Company information: Turnaround company presentation, 6 October 2026. Experience and mandates refer to the collective team where stated.
A little more clarity
Questions worth asking.
Is a valuation a promise of a transaction price?
No. An assessment is made for a stated purpose and date, using particular information and assumptions. A negotiated price or market price can differ.
Why do forecasts matter?
They help explain management’s expectations and the underlying business drivers. Their assumptions should be examined rather than treated as certain outcomes.
Can one report be used for every purpose?
Not necessarily. A change in purpose, date, instrument or prescribed requirements can require a different scope or report.
Continue exploring
Preferential allotments & placements
Assess a targeted equity raise in the context of the business, the proposed investors and the company’s wider capital structure.
Acquisitions & restructuring
Bring the commercial objectives, valuation, diligence and execution of a proposed acquisition or restructuring into one considered plan.
IPO readiness
A clear starting point for promoters considering public markets. Bring the company’s structure, financial information and governance into one preparation plan.
The next conversation
Start with the right conversation.
Talk to our team about business & share valuation and the priorities for your company.