Valuation Collaborative Articles

How do you communicate and engage with shareholders and stakeholders in a control transaction?

Learn how to communicate and engage with shareholders and stakeholders in a control transaction, covering aspects like timing, content, channels, feedback, culture,…

Valuation

What are the best value creation models for different types of alliances?

44 contributions 3 weeks ago

Learn about four common value creation models for alliances and how to choose the best one based on your objectives, resources, capabilities, and context.

Valuation

How do you measure the impact of ESG factors on valuation?

56 contributions 3 weeks ago

Learn how to measure the impact of ESG factors on valuation with these key steps. Incorporate ESG factors into your valuation model and communicate your results…

Valuation

How do you incorporate scenario analysis and Monte Carlo simulation into your sensitivity analysis framework?

32 contributions 4 weeks ago

Learn how to incorporate scenario analysis and Monte Carlo simulation into your sensitivity analysis framework for valuation, and what benefits and challenges they…

Valuation

How do you communicate and present your DLOM findings and recommendations to stakeholders and clients?

27 contributions 3 months ago

Learn best practices and tips for communicating and presenting your DLOM findings and recommendations to stakeholders and clients in business valuation.

Valuation

How do you account for vacancy and collection losses in income approach valuation?

30 contributions 3 months ago

Learn how to account for vacancy and collection losses in income approach valuation, why they are important, and how to improve them.

Valuation

How do you account for non-recurring items or non-operating assets in market multiples analysis?

35 contributions 2 months ago

Learn how to identify and adjust for non-recurring items and non-operating assets in market multiples analysis, and why it is important to improve your valuation…

Valuation

What are the best practices and methods for conducting liquidation value and going concern value appraisals?

27 contributions 2 weeks ago

Learn the best practices and methods for estimating the worth of a business or an asset in different situations using liquidation value and going concern value…

Valuation

What are the advantages and disadvantages of using the net asset value method?

66 contributions 1 month ago

Learn what the net asset value (NAV) method is, how it works, and when to use it or avoid it for business valuation.

Valuation

How do you communicate your valuation results and recommendations effectively and persuasively?

72 contributions 1 week ago

Learn how to communicate your valuation results and recommendations in a clear, concise, and convincing way with these tips for writing an effective valuation…

Valuation

How do you incorporate feedback and learning from your alliance performance into your valuation?

19 contributions 3 months ago

Learn how to incorporate feedback and learning from your alliance performance into your valuation. Identify and quantify value drivers, analyze feedback, adjust…

Valuation

What are some of the challenges and limitations of using beta for a private company valuation?

60 contributions 1 month ago

Learn what are some of the challenges and limitations of using beta for a private company valuation, and how to overcome them.

Valuation

What are the main challenges of applying scenario analysis to complex projects?

24 contributions 2 weeks ago

Learn how to overcome the main challenges of applying scenario analysis to complex projects, such as defining, quantifying, comparing, communicating, updating, and…

Valuation

What are the best sources of data and benchmarks for comparing minority discounts across similar companies?

16 contributions 3 months ago

Learn about the best sources of data and benchmarks for estimating minority discounts, and how to apply them to different companies and industries.

Valuation

How do you communicate the marketability discount to your clients or stakeholders?

8 contributions

Learn how to communicate the marketability discount to your clients or stakeholders with tips on purpose, method, evidence, limitations, and language.

Valuation

What are some of the common pitfalls or biases in social or environmental impact valuation?

9 contributions 1 month ago

Learn about some of the common pitfalls and biases in social or environmental impact valuation, such as methodological, stakeholder, value, framing, confirmation…

Valuation

What are the common sources of data and benchmarks for liquidity and marketability discounts?

15 contributions 3 months ago

Learn how valuation professionals estimate liquidity and marketability discounts for private businesses or interests, and what data sources and benchmarks they use.

Valuation

What are the advantages and disadvantages of using transaction data to calculate the control premium?

23 contributions 3 months ago

Learn the advantages and disadvantages of using transaction data to estimate the control premium in valuation. Find out how to adjust and analyze the data.

Valuation

How do you assess the financial distress and bankruptcy risk of a highly leveraged firm?

18 contributions 3 months ago

Learn how to measure and assess the financial leverage, default probability, credit rating, credit spread, distressed value, and recovery rate of a highly leveraged…

Valuation

How do you assess the sensitivity and robustness of your scenario analysis?

14 contributions 2 months ago

Learn how to assess the sensitivity and robustness of your scenario analysis for valuation using practical steps and tips. Compare, test, and communicate your…

Valuation

How do you use WACC to evaluate different investment or financing options for a firm?

52 contributions 2 weeks ago

Learn how to use WACC, the weighted average cost of capital, to compare the NPV of different projects or acquisitions and how to improve your WACC analysis.

Valuation

What are the common valuation standards and guidelines in your industry or region?

30 contributions 2 months ago

Learn about the common valuation standards and guidelines in different industries and regions, and how they affect your valuation practice and risk management.

Valuation

What are the advantages and disadvantages of using beta vs standard deviation in valuation?

35 contributions 2 months ago

Learn what beta and standard deviation are, how they are used in valuation, and what are their advantages and disadvantages.

Valuation

How do you use valuation scenarios to identify and evaluate potential opportunities and threats?

21 contributions 2 months ago

Learn how to use valuation scenarios to estimate the value of a business, project, or asset under different assumptions and outcomes. Avoid common pitfalls and…

Valuation

What are the best practices for corporate governance in M&A deals?

18 contributions 2 months ago

Learn how to apply corporate governance best practices to M&A deals and enhance your valuation, negotiation, and integration skills.

Valuation

What are some of the best practices for documenting your valuation process and assumptions?

22 contributions 3 weeks ago

Learn how to document your valuation process and assumptions clearly and thoroughly to ensure your valuation quality and credibility.

Valuation

How do you update and improve your skills and knowledge in social or environmental impact valuation?

16 contributions 2 weeks ago

Learn how to estimate the monetary value of social or environmental impacts with these tips and resources to update and improve your impact valuation skills.

Valuation

What are some examples and implications of negative goodwill in mergers and acquisitions?

22 contributions 2 months ago

Learn what negative goodwill is, why it happens, how it affects the buyer's financials and reputation, and how to deal with it in mergers and acquisitions.

Valuation

What are the main drivers of value creation or destruction for distressed or bankrupt entities?

37 contributions 18 hours ago

Learn about the main drivers of value creation or destruction for distressed or bankrupt entities, and how to apply different valuation methods and techniques to…

Valuation

How do you measure the social or environmental impact of an asset?

23 contributions 1 month ago

Learn how to estimate the monetary value of the social and environmental effects of your asset with different methods and frameworks.

Valuation

How do you cope with the emotional and psychological aspects of valuing distressed or bankrupt entities?

20 contributions 4 weeks ago

Learn how to cope with the psychological aspects of valuing distressed or bankrupt entities. Discover tips and best practices to choose methods, avoid biases…

Valuation

How do you compare and benchmark the performance of companies in different emerging markets or regions?

26 contributions 1 month ago

Learn the key steps and tools for comparing and benchmarking the performance of companies in different emerging markets or regions for valuation purposes.

Valuation

How do you choose the appropriate valuation method for social or environmental impact?

16 contributions 2 months ago

Learn how to select the most suitable valuation method for the social or environmental impact of your initiative. Explore the key factors and questions that can…

Valuation

How do you incorporate qualitative factors into your valuation analysis?

34 contributions 3 weeks ago

Learn how to incorporate qualitative factors into your valuation analysis using different methods and models. Qualitative factors are the non-numerical aspects of…

Valuation

What are some of the key challenges and risks of valuing private equity or venture capital investments?

26 contributions 3 months ago

Learn about the key challenges and risks of valuing private equity or venture capital investments, and how to overcome them with financial analysis, market…

Valuation

How do you compare and contrast different option valuation methods or models?

17 contributions 3 weeks ago

Learn how to compare and contrast some of the most common option valuation methods or models, such as the Black-Scholes model, the binomial model, the Monte Carlo…

Valuation

How do you deal with the lack of historical data and financial information for startups or innovations?

31 contributions 2 months ago

Learn how to use different methods and techniques to value startups or innovations that have no historical data and financial information.

Valuation

How do you test the sensitivity of your valuation to changes in key variables?

25 contributions 2 months ago

Learn how to perform and interpret sensitivity analysis for your valuation using Excel data tables and other techniques. Discover the key drivers and risks of your…

Valuation

What are some of the common valuation tools and software used in your industry?

30 contributions 2 months ago

Learn about the common valuation tools and software for discounted cash flow, comparable analysis, multiple scenario analysis, valuation report, and presentation.

Valuation

How do you account for intangible assets such as brand value or goodwill in valuation?

24 contributions 2 months ago

Learn how to identify, classify, and estimate intangible assets such as brand value or goodwill in valuation using different methods and approaches.

Valuation

How do you adjust the comparables and multiples for valuing distressed or bankrupt entities?

25 contributions 2 months ago

Learn how to select, adjust, and apply comparables and multiples for valuing distressed or bankrupt entities, and what factors to consider.

Valuation

How do you deal with the lack of transparency and governance in some emerging markets?

28 contributions 1 month ago

Learn how to deal with the lack of transparency and governance in some emerging markets and avoid pitfalls in your valuation process.

Valuation

How do you reconcile precedent transactions multiples with other valuation methods?

27 contributions 2 months ago

Learn what precedent transactions multiples are, why they differ from other valuation methods, and how to adjust them for comparability.

Valuation

What are the best methods to value cost synergies in a deal analysis?

16 contributions 2 months ago

Learn the best methods to value cost synergies in mergers and acquisitions, and the key factors and challenges to consider.

Valuation

How do you measure and monitor the realization of synergies after the deal is closed?

6 contributions 4 months ago

Learn how to measure and monitor the realization of synergies after an M&A deal, using a four-step process and KPIs.

Valuation

What are the common pitfalls and challenges of using precedent transactions database?

4 contributions 4 months ago

Learn how to avoid and overcome the common issues of using precedent transactions database for valuation, such as data quality, comparability, multiples, sentiment,…

Valuation

How do you update and monitor market multiples over time and across cycles?

10 contributions 3 months ago

Learn how to update and monitor market multiples over time and across cycles for effective valuation analysis. Choose relevant multiples, select comparables, and…

Valuation

What are the main sources and drivers of synergies in different types of restructuring deals?

10 contributions 3 months ago

Learn how to value synergies in different types of restructuring deals, such as M&A, spin-off, carve-out, and turnaround, and what are their main sources and…

Valuation

How do you validate and cross-check your precedent transaction valuation with other methods?

12 contributions 3 months ago

Learn how to select comparable transactions, calculate valuation multiples, and compare them with other methods to validate and cross-check your precedent…

Valuation

How do you align your valuation approach with the UN Sustainable Development Goals and other frameworks?

13 contributions 2 months ago

Learn how to align your valuation approach with the UN SDGs and ESG frameworks. Find out how to adjust your inputs, methods, and reports for these factors.

Valuation

What are the main challenges of valuing a property in a volatile market?

18 contributions 2 months ago

Learn about the main challenges of valuing a property in a volatile market and how to overcome them. Find out how to use data, methods, standards, and feedback…

Valuation

What are the best sources of data for estimating the fair market value of assets?

27 contributions 3 months ago

Learn what are the best sources of data for estimating the fair market value of assets, and how to use them for different types of assets.

Valuation

How do you negotiate a fair and transparent price for a minority stake in a private company?

20 contributions 2 months ago

Learn how to negotiate a fair and transparent price for a minority stake in a private company, considering valuation methods, control premium, discount, and…

Valuation

How do you assess the quality and reliability of the data sources used in your valuation?

18 contributions 2 months ago

Learn how to scope, verify, disclose, validate, document, and update the data sources that support your valuation analysis and report.

Valuation

How do you account for different deal structures and financing terms in comparable transactions?

12 contributions 3 months ago

Learn how to account for different deal structures and financing terms in comparable transactions and how to use adjusted multiples for valuation.

Valuation

What are the key steps to prepare a credible and comprehensive valuation report?

43 contributions 2 months ago

Learn the key steps and tips to create a high-quality valuation report that summarizes your analysis and findings and estimates the fair market value of a subject.

Valuation

How do you choose between beta and standard deviation for measuring risk?

18 contributions 2 months ago

Learn what beta and standard deviation are, how they are calculated, and when to use them for valuation. Compare their advantages and disadvantages.

Valuation

How do you compare NOI across different property types and markets?

21 contributions 3 months ago

Learn how to calculate net operating income (NOI) and use it to compare the performance and value of commercial real estate properties.

Valuation