Some decisions require a well-founded figure
A company may need financial valuations when it must make a decision in which economic value is relevant: the entry or exit of partners, an investment, a reorganization, a sale, a purchase, or a strategic valuation. The need does not depend solely on the size of the company.
When negotiating a participation
If a partner wants to sell or an investor wishes to come on board, a valuation helps establish a technical basis for the conversation. The analysis must distinguish between market expectations, financial information, and substantiated projections.
When evaluating a sale
Before putting a company up for sale, understanding its key value drivers and risks allows you to establish a strategy. A financial audit can help improve the reliability of historical information, and a business consulting firm can address the factors that affect the perception of the business.
When planning an investment
A valuation can help compare the cost of an investment with its expected benefits. In these cases, it is important to build scenarios and perform sensitivity analysis, rather than presenting a single figure as if it were absolute.
When contingencies exist
Debt, litigation, tax contingencies, or contractual obligations can affect value. Legal, tax, and business advice must be coordinated with the financial analysis to identify issues that could alter a transaction.
Accounting and Tax Information
Valuations rely on high-quality financial information. Tax advice and tax accounting advice can help clarify differences that affect projections or cash flows. In companies with related-party transactions, transfer pricing must be reviewed separately when applicable.
A Valuation with a Purpose
The right question is: What decision do I need to make based on this valuation? From there, the scope, information, methodology, and level of detail are defined. This approach prevents conducting a costly analysis that does not address the actual problem.
How to Integrate the Review into Management
From a comprehensive perspective, legal consulting, tax and business consulting, and tax advisory services can be involved at different stages of the analysis. The priority should be to understand which risk or decision needs to be addressed, gather sufficient evidence, and prevent each department from working with conflicting information.
From a comprehensive perspective, financial audit, external auditing, and IFRS audit can be involved at different stages of the analysis.
From a comprehensive perspective, Transfer Pricing, valuation, and valuations may be involved at different stages of the analysis. The priority should be to understand which risk or decision needs to be addressed, gather sufficient evidence, and ensure that each area does not work with conflicting information.
From a comprehensive perspective, business consulting, strategic planning consulting in Peru, and human resources management consulting in Peru may be involved at different stages of the analysis. The priority should be to understand which risk or decision needs to be addressed, gather sufficient evidence, and prevent each department from working with conflicting information.
From a comprehensive perspective, tax accounting advisory services, government financial auditing, and legal advisory services may be involved at different stages of the analysis. The priority should be to understand which risk or decision needs to be addressed, gather sufficient evidence, and prevent each department from working with conflicting information.
Coordination of Departments and Decisions
Depending on the activity and the defined scope, tax and business consulting, tax audit, and tax advisory services can complement the work. This allows for the integration of financial, tax, legal, and management information without reducing the content to a disjointed list of services.
Depending on the activity and the defined scope, financial audit, external auditing, and IFRS audit can complement the work.
This allows us to integrate financial, tax, legal, and management information without turning the content into a disjointed list of services.
Depending on the business activity and the defined scope, audit consulting, tax, and transfer pricing can complement the work. This allows us to integrate financial, tax, legal, and management information without turning the content into a disjointed list of services.
Depending on the activity and the defined scope, valuation, valuations, and business consulting can complement the work. This allows us to integrate financial, tax, legal, and management information without turning the content into a disjointed list of services.
Depending on the activity and the defined scope, strategic planning consulting in Peru, human resources management consulting in Peru, and tax accounting advisory services can complement the work. This allows for the integration of financial, tax, legal, and management information without reducing the content to a mere list of isolated services.
Depending on the activity and the defined scope, government financial auditing, legal consulting, and tax and business consulting can complement the work. This allows for the integration of financial, tax, legal, and management information without reducing the content to a mere list of isolated services.
Consult with VAG GLOBAL
A professional review must be tailored to each company’s objectives. VAG GLOBAL can guide the scope of the evaluation and help organize the information needed for the next step.
Contact: contacto@vag-global.com | Phone: +51 913 365 739 | Av. Manuel Olguín 335, Office 505, Link Tower Building, Santiago de Surco, Lima.
More information at https://vag-global.com/