Valuation Services

Accurate & Compliant Business Valuations for Fundraising, M&A, ESOPs, and Regulatory Needs in India

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What is Valuation Services?

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route Process

How We Work

1

Initial Consultation & Requirement Mapping

We begin by understanding your objective, whether it is fundraising, compliance, ESOP issuance, merger, or any other purpose. This helps us define the right scope and valuation approach from the start.

2

Data Collection & Verification

Our team gathers all required financial, operational, and legal documents from you and carefully verifies them for completeness and accuracy. We ensure a strong foundation for a reliable valuation.

3

Selection of Valuation Methodology

Based on your business model and purpose, we select the most appropriate valuation methods, such as DCF, market approach, or asset-based valuation to ensure the most accurate outcome.

4

Financial Analysis & Valuation Modelling

We conduct detailed financial analysis, build valuation models, and assess key business drivers, assumptions, and industry benchmarks to determine a fair and defensible value.

5

Draft Report Preparation & Review

A comprehensive draft valuation report is prepared and internally reviewed for accuracy, compliance, and consistency before finalisation.

6

Final Report Delivery & Compliance Support

We deliver a fully compliant valuation report and assist with its usage in regulatory filings, investor discussions, audits, or transactions, ensuring smooth execution of your objective.

checklist Prerequisites

Information Required

We collect incorporation documents, MOA/AOA, PAN, and detailed shareholding structure, including equity, preference shares, ESOPs, and convertible instruments, to understand your company’s legal and capital framework. Also, details of preference shares, CCPS, convertible notes, warrants, SAFE instruments, and ESOP pools, where applicable.
Audited financial statements for the last 3–5 years, including balance sheet, profit & loss, and cash flow statements, are required to evaluate business performance and stability.
We require management-prepared forecasts such as revenue, expenses, cash flows, and growth assumptions, which are essential for valuation methods like DCF.
Information about the purpose of valuation (fundraising, merger, ESOP, compliance, etc.), valuation date, and type of instrument helps us apply the correct approach and ensure compliance.
We gather details of assets, liabilities, contracts, intellectual property, and other operational information to ensure a complete and accurate valuation analysis.

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Key Benefits

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What You Receive

article Comprehensive Valuation Report — We deliver a detailed, well-structured valuation report covering methodology, assumptions, financial analysis, and final valuation conclusions, fully compliant with applicable regulatory standards.
folder_open Regulatory Compliance Support File — A compliance-ready set of documents is provided to support filings under the Companies Act, FEMA, SEBI, Income Tax, or other applicable regulations.
support_agent Expert Review & Clarifications Support — We offer post-delivery support to address queries from auditors, investors, or regulators, ensuring smooth acceptance and usage of the valuation report.
quiz FAQ

Frequently Asked Questions

Business valuation is the process of determining the economic worth of a company or its assets using recognised financial methods such as DCF, market approach, or asset-based valuation.
Business valuation is important for fundraising, mergers and acquisitions, taxation, financial reporting, ESOPs, and strategic decision-making as it helps determine the true value of a business.
The eligible professional depends on the purpose of valuation and applicable regulations. Companies Act and Insolvency valuations generally require an IBBI Registered Valuer. Certain Rule 11UA methods may be certified by a Chartered Accountant, while methods such as DCF, PWERM, OPM, and Milestone Analysis require a SEBI-registered Category I Merchant Banker.
The main valuation methods include the Income Approach (DCF), Market Approach (Comparable Companies and Transactions), and Asset-Based Approach (Net Asset Value).
The DCF method values a business by estimating future cash flows and discounting them to present value using a discount rate such as WACC.
A valuation report is required under FEMA when shares are issued or transferred between residents and non-residents to ensure pricing is based on fair market value.
Key documents include financial statements (3–5 years), cap table, incorporation documents, management projections, asset details, and transaction purpose information.
Yes, valuation is mandatory in cases such as mergers, share issuance, ESOPs, liquidation, and non-cash transactions under the Companies Act, 2013.
Rule 11UA defines the method for calculating fair market value of unlisted shares and certain assets for taxation purposes under Section 56(2)(viib).
If valuation is not done by an IBBI-registered valuer where required, the report is not valid for compliance and may lead to penalties or rejection of corporate actions.
Valuation helps startups determine their worth during fundraising, attract investors, and negotiate better terms. It also provides a benchmark for future growth and performance evaluation.
Rule 11UA prescribes the methods for determining the Fair Market Value of unlisted shares and certain assets for income tax purposes. It includes multiple valuation methodologies that may be applied depending on the nature of the business and transaction.
Under the updated valuation framework, transactions falling within the prescribed 10% range of the certified FMV may qualify for safe harbour protection, reducing the likelihood of valuation-related tax adjustments.
The appropriate method depends on the startup’s stage, business model, and funding objectives. Early-stage and high-growth startups often use DCF, CCM, PWERM, OPM, or Milestone Analysis depending on their circumstances.
Yes. A professionally prepared valuation report provides investors with a credible and defensible basis for pricing investments, improving confidence during fundraising and negotiation processes.
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