Valuation
We build a defensible range, triangulated across methodologies and sector comparables. You know what the business is worth, and above all which assumptions move the price.
New
What is your company worth?
A value range in a few minutes, with no documents to supply, built on public market data.
- A few minutes
- No documents
- Your data is not stored by OCA
Four moments when the question comes up
In each of them, the gap between an estimated value and a defensible one is expensive.
A sale under consideration
Before opening talks with a buyer, you need to know your floor and what justifies it.
Bringing in an investor
The entry valuation sets the dilution. It is argued with methodologies, not with intentions.
A shareholder transaction
A share buy-back, a partner exiting, a shareholders’ agreement triggered: the value has to hold in front of everyone.
A family succession
The value adopted drives the tax position and the balance between heirs. It has to be documented.
How we arrive at the value
Two to four weeks, depending on how readily the information comes together.
Scoping and information gathering
Purpose of the valuation, perimeter adopted, valuation date, and the list of documents to assemble.
Adjustments and analysis
Normalised earnings, non-recurring items, owner remuneration, net debt.
Valuation methods and sensitivities
Trading comparables, discounted cash flow and precedent transactions run in parallel, then the effect of a change in growth, margin or discount rate.
Report and presentation
Written report, presentation meeting, and answers to the objections we expect.
Three readings, one range
No single methodology gives the price. It is the triangulation between them, and the explanation of where they diverge, that makes the range defensible in front of a buyer or a court.
We write the assumptions down before we calculate. A range whose assumptions cannot be cited does not survive a negotiation.
Trading comparables
Listed and private companies in the same sector, of comparable size and profitability, with discounts justified.
Discounted cash flow
Forecast trajectory, a justified discount rate, a bounded terminal value.
Precedent transactions
Recent comparable deals, adjusted for size and market conditions.
From enterprise value to equity value
Net debt, surplus cash, normalised working capital, completion adjustments.
A report that stands up
Written to be read by a buyer, an investor, a lender or a tax adviser, with nothing to translate.
Valuation report
Perimeter, methodologies, calculations and range, with the adjustments set out in full.
Assumptions note
Every assumption isolated, sourced, and its effect on the range when it moves.
Comparables set
Companies and deals selected, the selection criteria, the multiples observed.
Sensitivity model
An open file, reusable to test an offer received or a new case.
What each missing condition costs you
Ready to go. Nothing left to prepare before opening the process.
A range, with a mid-point and the assumptions that move the ends. A single figure gives false precision and holds up badly in a negotiation.
It is written to be documented and defensible, methodologies and sources included. On tax matters it is used alongside your lawyer or adviser, who remains responsible for the position taken.
Yes, with methodologies suited to the case and a wider range. For a young company, value rests on growth assumptions that we set out explicitly and bound.
That is the acquisition or succession mandate, priced separately. The valuation is its natural starting point.
What is your business worth, and why?
We scope the mandate in one meeting and tell you what will be defensible, and on which assumptions.