Business Valuation and Advisory Services
In a fast-paced, data-driven landscape, accurate valuation is critical for informed decision-making, strategic execution, and regulatory compliance. Our business valuation and advisory services deliver objective, substantiated insights tailored to your industry and unique business context.
Business Valuation & Advisory Services – We Provide
Valuation for M&A and Capital Raise
We provide precise, deal-ready valuation services to support the full spectrum of investment banking transactions – including M&As, divestitures, JVs, spin-offs, restructurings, and capital raises. Our approach combines robust financial modeling, scenario-based analysis, and deep industry benchmarking to deliver credible, defensible enterprise and equity valuations. Whether you are assessing deal feasibility, negotiating pricing, or evaluating structuring options, our insights empower informed decisions and help maximize value at every stage of the transaction.
Regulatory & Financial Reporting Valuations
We offer audit-ready valuation services that support compliance with global financial reporting and regulatory standards. Our work spans key frameworks such as IRC 409A, ASC 820 (Fair Value Measurement), and ASC 805 (Business Combinations), ensuring that our clients achieve the highest standards of accuracy, defensibility, and transparency in their final disclosures. Whether for fair value measurement, purchase price allocation (PPA), impairment testing, stock-based compensation, gift & estate tax valuation, litigation financing, project-specific valuations, or financial instrument valuation, our deliverables are designed to align seamlessly with your reporting needs and withstand scrutiny from auditors, regulators, and stakeholders.
Valuation of Intangibles & Intellectual Property
We provide specialized valuation services for intangible assets and intellectual property (IP), enabling clients to accurately assess the value of non-physical assets that often drive the majority of enterprise worth. Our expertise spans a broad spectrum of intangibles – including brands, trademarks, patents, proprietary technology, customer relationships, data assets, and software. Leveraging globally recognized methodologies such as the relief-from-royalty, excess earnings, and cost approaches, we deliver well-supported, audit-ready valuations tailored to strategic, transactional, and regulatory requirements.
Fairness Opinions & Independent Valuation Reports
We offer independent, objective valuation assessments to support critical board-level decisions and meet regulatory requirements in complex transactions. Our fairness opinions and independent valuation reports are built on rigorous analysis, comprehensive financial modeling, and deep market insight – ensuring stakeholders receive a balanced, well-supported view of transaction value. Whether you are advising on M&As, divestitures, related-party transactions, or capital restructurings, we deliver clear, well-substantiated opinions that meet the highest standards of governance, transparency, and fiduciary responsibility.
Private Company & Startup Valuations
We specialize in delivering robust, customized valuation services for private companies and startups across all growth stages – from early seed rounds to pre-initial public offering (IPO) and strategic exits. Our approach is designed to address the unique challenges of valuing businesses with limited operating history, evolving business models, and complex capital structures. We apply market-relevant methodologies, supported by in-depth scenario modeling, waterfall modeling, and cap table analysis. Whether you are raising capital, issuing equity, planning an exit, or fulfilling regulatory requirements, our valuations for startups and private companies are designed to be insightful, defensible, and aligned with both investor expectations and audit standards.
Portfolio Valuation Services
We provide independent, audit-ready portfolio valuation services to support fair value measurement, investor reporting, and regulatory compliance for alternative asset managers, including private equity firms, venture capital funds, family offices, institutional investors, and other portfolio managers.
Our Research Ecosystem
We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience.
Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
Efficiency tool to streamline the preparation of financial models and presentations and workflow management tool for transparency and efficiency. The analyst has access to SEAS – SGA’s Data Extraction Automation Solution.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our in-house design and language experts support investment banks to deliver high-quality, ready-to-use, impactful presentations and content.
Efficiency tool to streamline the preparation of financial models and presentations and workflow management tool for transparency and efficiency. The analyst has access to SEAS – SGA’s Data Extraction Automation Solution.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and private equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our Automation-Powered Solutions
Workflow Management
- Automate and streamline request life cycle and evaluate capacity availability.
- Track the time spent on each request through a single dashboard view for managers.
- MIS reporting feature to track productivity.
Knowledge Management System
- Centralized knowledge repository leveraged by teams globally.
- User-friendly search through available content to reduce TAT and increase efficiency.
- Easy to implement, integrate, and customizable as per the client’s requirements.
Investment Banking Productivity Suite
- Package of slide layouts and infographics in client’s color scheme.
- Investment banking productivity suite.
- TOC creation with pre-ideas/guidelines.
- Build custom automated tombstone slides using past deal data.
- Manage and edit charts, tables, format, etc. with a single click.
Custom RPA Tools
- Automated data extraction from structured and unstructured sources.
- AI-/ML-driven NLP tools for processing qualitative information.
- Automated quality check and assurance tools.
Our Value Proposition
