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Startup Advisory and Funding
Financial models, valuation, investor-ready records and fundraising preparation for early-stage founders.
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Business and Share Valuation Services
A useful valuation starts with its purpose, valuation date and required signatory. We analyse financial records, forecasts and relevant market evidence to explain a business or share value. Where law requires a registered valuer or another specified professional, we clarify that requirement and support the appropriate reporting process.
About the Service
Understanding Valuation Services
People ask for a valuation for different reasons: to price a funding round, to issue or transfer shares, to plan an exit or merger, to settle a dispute between shareholders, or to meet a rule that requires a reported value. The purpose matters because it influences the method used, the standard of value and who is permitted to sign the report.
We work through accepted methods, such as discounted cash flows, market multiples and net asset value, and test the results against each other. Some valuations are reserved by law for specified professionals, such as registered valuers for particular matters under the Companies Act. We tell you at the start whether the report you need is one that we can sign or one that must come from a registered valuer, and we can support the work either way.
Related guidance: Startup Advisory and Funding, Private Equity and Angel Investment.
Our team is based in Gandhi Nagar, Delhi, supporting clients across Delhi-NCR and remotely across India. We confirm any on-site or hearing requirements when agreeing the engagement.
Who Needs This Service
- Startups and companies issuing shares to investors
- Shareholders buying, selling or transferring shares
- Businesses preparing for a merger, acquisition, restructuring or exit
- Companies setting up employee stock option plans
- Owners who need a fair value for a family arrangement, a co-owner buy-out or a shareholder dispute
What Is Included
- Valuation of equity shares and other instruments for fundraising and transfers
- Business valuation using discounted cash flow, market and asset-based approaches
- Valuation for tax and foreign exchange regulation purposes, where a chartered accountant's report is accepted
- Support for valuations that must be signed by a registered valuer
- Valuation of intangible assets and employee stock options
- Share swap ratio and fairness analysis in restructuring and merger work
- Sensitivity analysis showing how the value changes with key assumptions
- Presentation of the valuation to investors, boards or authorities
Benefits
- A defensible value, with the method and assumptions clearly set out
- A report suited to its purpose, which reduces questions later
- Better negotiation, because both sides understand how the number was reached
- Fewer compliance problems when shares are issued or transferred
- Clarity on what will change the value over time
What You Receive
- A valuation report with purpose, methodology, assumptions and conclusion
- Supporting workings and sensitivity tables
- A note on regulatory requirements for your transaction
- A summary suitable for sharing with investors or the board
- Support for questions from authorities or counterparties
How We Work
How We Assist with Valuation Services
Define the Purpose
We confirm why the valuation is needed, the valuation date, the standard of value and who may sign the report.
Gather the Information
We collect financial statements, projections, contracts and market data and discuss assumptions with management.
Value and Cross-Check
We apply the relevant methods, test them against each other and test the sensitivity of the result.
Report and Explain
We issue the report, walk you through the findings and respond to questions from third parties.
Documents We May Ask for
- Financial statements for recent years and the latest management accounts
- Business plan, projections and the assumptions behind them
- Shareholding pattern and details of previous share issues
- Details of the proposed transaction, such as the number of shares and the parties
- Details of assets, liabilities, contingent liabilities and key contracts
- Information on comparable companies or transactions, if available
Valuation depends on information that is complete and recent. We tell you if anything critical is missing.
Why Choose MSG & Associates
- A chartered accountancy firm with accounting, tax and audit experience behind the numbers we value
- Frank about who is permitted to sign each type of valuation report
- Delhi-based, serving clients across India through secure online channels
- Reports that explain the reasoning in language boards, investors and authorities can follow
Questions
Valuation Services: Common Questions
The useful answers, upfront.
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Common reasons include issuing or transferring shares, raising funds, granting employee options, a merger or an exit. Some of these need a valuation by law, and others need one to support a fair negotiation.
Not always. Some valuations must be signed by a registered valuer or another specified professional. We tell you at the start which report you need and whether we can issue it.
It depends on the business and the purpose. Often we apply more than one method, such as discounted cash flows and market multiples, and compare the results.
A valuation speaks as of a particular date. Regulations or counterparties may require that the transaction takes place within a set period after that date, so we confirm the timing for your case.
No. A valuation reflects the evidence and the assumptions, and we explain both. Where there is a gap between your expectation and the result, we show what would need to change.
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