Service · Valuation

Know what your
company is worth.

A robust indication of value is the foundation of every good decision, whether a sale, succession, investment or acquisition. We value your company in line with the market, explain the value drivers and show where the potential lies.

  • Market-basedmultiples from current data
  • Adjustedowner salary and one-off effects
  • Cleara range instead of false precision
Starting point

What matters in a valuation

  • Adjustedfigures as a buyer sees them
  • Market-basedcurrent multiples by sector and size
  • Action-orientedvalue drivers and concrete levers

Many owners have a figure in mind, often shaped by conversations with peers or headlines about record prices. Buyers calculate differently: they pay for future, transferable earnings and deduct whatever they see as a risk. A realistic valuation prevents disappointment and gives you a strong position in every conversation.

For mid-sized companies, multiples of adjusted EBITDA or EBIT are used above all, cross-checked against capitalised earnings or DCF. The adjustments are decisive: a market-rate owner salary, private expenses and one-off effects often change the result more than the choice of method.

We do not deliver false precision but a well-founded range, together with the factors that move your value up or down. That way you know where you stand and which levers are worth pulling before a sale.

What you get

What we take care of

  1. 01

    Adjustments

    Normalised EBITDA and EBIT: owner salary, private expenses, one-off effects.

  2. 02

    Multiples

    Benchmarks by sector and size for mid-sized companies.

  3. 03

    Capitalised earnings and DCF

    Cross-check based on future earnings and cash flows.

  4. 04

    Bridge to the purchase price

    From enterprise value to the value of the shares: debt, pensions, working capital.

  5. 05

    Value drivers

    What increases or reduces value, with concrete levers.

  6. 06

    Results meeting

    A personal explanation and assessment for your next steps.

Process

How we work

  1. 1Initial meeting1 week

    Clarify the occasion, goals and documents needed.

  2. 2Documents1 to 2 weeks

    Annual financial statements, management accounts, budget and special items.

  3. 3Analysis1 to 2 weeks

    Adjustments, methods, range.

  4. 4Results1 meeting

    Indication of value, value drivers and recommendations.

Challenges

Typical hurdles and our answer

The figures are shaped by the owner

We normalise the managing director salary, rents, private expenses and one-off effects, so that sustainable earnings become visible.

Online calculators give contradictory values

We work with benchmarks by sector and size and explain why your company deviates from them.

Value and purchase price are confused

We show the bridge from enterprise value to the purchase price for the shares: debt, pensions, cash and working capital.

Value should increase before a sale

We identify the value drivers, such as customer concentration, owner dependence or recurring revenue, and prioritise the most effective levers.

Who it is for

Who this service is for

We work on a small number of mandates at a time. Each one is led personally, from the first conversation to closing.

Owners

You are considering a sale

Before you talk to buyers, you should know what is realistic. The indication of value prevents you from starting too low or losing interested parties with inflated expectations.

Families

A succession is coming up

An independent value creates a fair basis for a handover to children, for compensation payments to siblings or for talks with external successors.

Shareholders

A shareholder is joining or leaving

Changes of shareholder, employee participation or severance payments require a well-founded valuation that all sides accept.

Buyers

You are preparing an offer

We check whether the asking price matches the earnings and derive a well-reasoned offer to take into the negotiation.

Preparation

What you should prepare

You do not need everything ready. These points help us give you a well-founded assessment quickly.

Send a request
  1. Annual financial statements for the last three years
  2. Current management accounts (BWA) and trial balance
  3. Budget for the current and next year, if available
  4. Details of shareholder remuneration, private expenses and special items
  5. An overview of loans, pension commitments and leases
Questions

Frequently asked questions

Is the indication of value a formal valuation report?

No. It is a market-based assessment for sale and negotiation purposes. Formal valuation reports, for example for courts or the tax office, are prepared by auditors.

What documents do you need?

The annual financial statements for the last three years, current management accounts (BWA), a budget if available, and details of special items and shareholder remuneration.

Why a range instead of an exact value?

Because the price is ultimately set by the market. An honest range shows what is realistic and which factors tip the balance.

How confidential are my figures?

Strictly confidential. If you wish, we sign a confidentiality agreement in advance.

What does an indication of value cost?

We agree a fixed fee depending on scope and the available data. For a first assessment, you can use our business valuation request form.

How often should I have my company valued?

Before important decisions such as a sale, succession or change of shareholders, and sensibly every two to three years once an exit is in sight.

Let us talk about your plans.

Confidential, without obligation and personal.

Book a first conversation