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Valuation & Modeling

We help our clients address some of their most challenging valuation issues, ranging from strategic and transactional to operational decisions.

Unlocking value to maximize returns

Our Valuation services can provide valuation analysis for tax, financial reporting, or other regulatory, compliance, or management planning requirements. We help you streamline operations by providing valuation services across a range of assets and transactions. Our team is ready with well-reasoned, defensible valuations and solutions to meet client goals.

With Modeling and Insights, we assist clients with making business planning decisions relating to transactions, strategic planning, and operational decisions. By applying a financial lens to transactional and strategic decisions, our experienced professionals assist with analysing alternatives and recommending solutions.

Valuation & Modeling Services

Value Advisory

Leading companies turn to us for our deep experience in valuing and analyzing business interests and their underlying assets. We provide transformative insights that turn critical and complex issues into opportunities for growth, resilience, and long-term advantage.

Portfolio Valuation Services

Portfolio valuations have always been considered a complex aspect of investment management, especially for private investments and “hard-to-value” securities with limited market data for comparison. Deloitte’s valuation specialists provide portfolio valuation services to investment managers who require in-depth valuation analysis for their investments.

Modeling

Business modelling lies at the heart of the decision-making process, whether it is evaluating strategic options, new investments or existing operations. We create value for our clients by developing bespoke modeling solutions to help make confident, value-enhancing decisions.

IP Advisory

Deloitte IP Advisory delivers outstanding commercial results by applying a unique blend of strategic IP advice, powerful market and IP analytics capabilities, and demonstrated transaction experience to help clients value and monetize their intellectual property.

Our Valuation & Modeling Services

Delivering value to serve varied needs

At Deloitte we provide our valued customers with the best-in-class buy side, and sell side, Mergers & Acquisitions (M&A) services across the M&A lifecycle. 

On the buy side these services relate to:

Pre-Deal

  • Establishing the acquisition strategy & criteria
  • Screening of potential targets
  • Selection of targets

Deal

  • Letter of Intent
  • Due Diligence Review
  • Value Conclusion
  • Negotiation
  • Drafting Sales and Purchases Agreement (SPA)

Post-Deal

  • Post Merger Integration

On the buy side these services relate to:

Pre-Deal

  • Strategic Assessment
  • Preparation and Planning
  • Buyer Engagement

Deal

  • Due Diligence Review
  • Value Conclusion
  • Negotiation
  • Drafting Sales and Purchases Agreement (SPA)

Post-Deal

  • Post Merger Integration

At Deloitte, our independent financial reporting valuations provide a clear, defensible view of assets, liabilities and business units value conclusions. Our professional experts, use global approaches and methodologies such as income, market and cost approaches to treat to matters related to purchase price allocations, intangible assets, impairment reviews, debt instruments, derivative instruments, crypto assets and financial instruments in compliance with the relevant international accounting standards.

Deloitte provides expert valuations to support litigation, arbitration, and dispute resolution. Our valuation experts, quantify economic damages, lost profits, wrongful deaths and personal injuries. Thus, our reports deliver clear, defensible insights for courts, regulators, and stakeholders.

Deloitte provides tailor made portfolio valuations that provide a clear view of asset performance, risk and value conclusions. Our qualified valuators, corroborate market data, financial modeling, and scenario testing to support investment decisions, reporting and strategic planning.

At Deloitte, we provide independent fairness opinions to assess whether a previous valuation or transaction is fair to shareholders. Thus, combining global valuation approaches and methodologies with transparent analysis. Our deliverables support M&A deals, mergers and corporate restructurings. Our qualified experts help Boards and investors make informed, prudent and judicious decisions.

As your trusted advisor, we help our valued clients navigate the unknown by combining data driven analysis, scenario modelling and stress testing techniques to empower decision making, growth and financial resilience.

Deloitte provides clarity and control required to achieve optimal business performance. This is achieved by setting corporate goals, forecasting revenues and expenses, allocating resources, and monitoring business performance. In addition, our qualified experts provide critical analyses on both financial and non-financial information to allow stakeholders to make judicious and prudent decisions.

At Deloitte, our seasoned experts analyze trends, patterns, and performance metrics. Thus, we uncover opportunities, optimize strategies and manage risks for our valued clients. Our experts, use the latest technological tools such as Microsoft Power BI, Tableau and other tools to extract salient data points for decision making.

At Deloitte, our seasoned practitioners are well adept at helping our valued clients determine the ultimate capital mix for their business needs and expansion. Whether our valued clients are seeking equity or debt financing, our experts assist clients in ensuring they are using the most optimal capital structure to maximize shareholders’ wealth. Our professionals also assist our valued clients in determining capital for regulatory reporting.

Join us

Deciding the career for you is more than simply “landing the job.” It is finding a place where you know you make a difference each day, where you can be your most authentic self. It is choosing your impact.