Starting Price - USD 1500
Days until first draft - 15-18 days
Number of slides -15-20 slides
INESTOR-READY
FINANCIAL MODEL
4-Step Process To Create Investor Grade Financial Model
Step 1 - Startup Insight Gathering
We start by diving deep into your startup’s unique needs, requirements, and business model. This foundational step ensures our financial models align perfectly with your vision.
Analyze your business structure and goals.
Understand your market positioning and strategy.
Step 2 - Assumption Benchmarking
Next, we gather and benchmark critical assumptions against industry standards, ensuring your financial projections are realistic and grounded.
Collect key financial and operational assumptions.
Benchmark these against industry norms for accuracy.
Step 3 - Draft Model Review
We then share a draft financial model, meticulously sense-checked from an investor’s perspective to ensure it meets the stringent criteria investors look for.
Present a comprehensive draft financial model.
Perform investor-focused sense checks on all metrics.
Step 4 - Founder Walkthrough
Finally, we conduct a detailed walkthrough with you, the founders, boosting your confidence in the numbers and the model as you gear up for fundraising.
Clarify any queries about the financial model.
Ensure founders are fully prepared to discuss their model with investors.
BUSINESS VALUATION
KEY TAKEAWAYS
Determines the economic value of a business or unit.
Used for sale value, partner ownership, or taxation purposes.
Methods include market cap, earnings multipliers, and book value.
Tools vary by evaluator, business, and industry.
HOW BUSINESS VALUATION WORKS
Business valuation assesses a company’s current worth using objective measures, evaluating management, capital structure, earnings prospects, and market value. Common approaches include analyzing financial statements and discounted cash flow models.
This process is essential for selling operations, mergers, taxation, and even divorce proceedings. It blends art and science, considering both tangible and intangible elements like goodwill.
METHODS OF VALUATION
Companies can be valued through several methods, offering unique perspectives. These include:
Market Capitalization
Discounted Cash Flow (DCF)
Book Value
Price-to-Earnings (P/E) Ratios
Earnings Per Share (EPS)
Liquidity Ratios
Additional factors include pending litigation, growth index, future prospects, and sector favorability.
WHY VALUATION IS NEEDED
Business valuation reveals a company’s dollar value, determined by assets, liabilities, earnings, and potential future earnings. It represents what a buyer would pay to purchase the company outright. However, its uses extend beyond mergers and acquisitions.
THE BOTTOM LINE
A business valuation objectively calculates the dollar value of a company by examining assets, liabilities, earnings, and market value. It is crucial during mergers, acquisitions, investments, or tax assessments. Multiple valuation methods ensure diverse insights, though no single number defines exact value.
WE THE PBI
At PBI, we are trusted experts in conducting meaningful business valuations for our valued clients. Beyond fair valuations, we provide strategic insights and future prospects to guide investors in setting directions for their target companies.
ADDITIONAL BENEFITS
20% OFF on valuation services.
20% OFF on other services.
Free two-month support.
Additional strategic notes for the future.
In-depth case analysis.
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