Valuations

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Valuations
Appraisals
Specific service for micro-enterprises, SMEs and companies from all sectors with a high degree of specialization in applications for commercial establishments; including aspects related to company assets and ownership status.
Main Uses
-Market contexts, projection and business market price
-Transfer / sell / merge businesses / split / diversify
-Comparison between costs and profitability
-Find investment partners or buyers
-Disputes, litigation / arbitration or mediation between parties, partners or investors
Service Performance Valuation
Control and regulation service for the development of a service process, reviewing its perception among stakeholders, its level, efficiency, and the generation of economic value and reputation it creates for all involved.
Main Uses
-Know how the service functions within your company
-Compare your company’s services with those of other companies
-Monetize your processes by estimating value-added generation
-Define scenarios for implementing personnel and training policies
Company, Group of Companies and Business Valuation
Comprehensive (360º) and forward-looking valuation of all functional areas and financial and non-financial aspects influencing business development. Aspects include:
i) type of product and service portfolio,
ii) systems and processes of production and service delivery,
iii) markets,
iv) commercial and communication systems,
v) economy and finances, and
vi) human capital related to company management and estimation of company price under different scenarios.

This service may be included in a reorientation project or as a preliminary step to a restructuring or repositioning project. It can incorporate projections of the company within its sector and in various business types or simulation of operations in other sectors, enabling opportunity analysis and diversification potential estimation. Applicable to corporate group structures. These valuations may be performed for groups of companies from the same or different sectors, comparing results and benchmarking variables.
Main Uses
-Assess risks and potentials
-Identify organizational, functional and financial weaknesses
-Estimate pre-bankruptcy situations and viability
-Estimate lost profits and collateral damages
-Plan and develop new businesses and markets
-Manage corporate or family crisis situations
-Understand possibilities for planning business transitions
-Redefine businesses and structures for new corporate and investment models
-Seek financing and refinancing in capital markets
Brand Valuation
A brand is valued as a depreciable investment asset based on its online/offline presence in the sectors where it operates and the size of the company managing it. Intangible aspects that distinguish it, its audiences, channels and territories of diffusion are considered. The brand’s price is established according to its function, recognition and distinctiveness in the markets, along with its drivers, introduction patterns and trajectories across different disciplines and sectors — including its diversification capacity and ability to generate short-, medium- and long-term economic value.
Main Uses
-Identify your brand’s potentials and opportunities
-Assess the price and added value your brand generates
-Redefine your brand as an investment asset
-Project your brand in the markets
-Understand the intangible values your brand generates
Patent / Utility Model / Industrial Design Valuation
Valuation of patent rights and exploitation according to invention, characterization and background, visibility, compliance with requirements and appearances (in/out), class and market scope. Includes both:
i) industrial analysis (multifunction, multiplication or diversification), and
ii) financial analysis oriented toward markets and estimating short-, medium- and long-term trajectories or potentials.

Valuation and value comparison for evolution, acquisition, transfer or licensing processes (private and public Patent Box). Includes projection contrast and investment adjustments based on protection years and regulation of relationships between investors, owners and licensees.
It may include estimation of collateral damages due to claims, infringements or legitimization.
Main Uses
-Understand the opportunities and potentials of the patent / model / design
-Assess the price and added value generated by the patent / model / design
-Treat the patent / model / design as an investment asset
-Structure intelligence and connection with markets
-Project the trajectory of the patent / model / design as an investment asset
-Understand the intangible values generated by the patent / model / design as an investment asset
Intellectual Property Valuation
Review of opportunities and valuation of copyrights, including tangible and intangible aspects. Analysis of offline and online diffusion impact and possible payment or royalty systems.

The service may include definition and valuation of R&D Models, incorporating financial projection of investments and risks versus opportunity profile, costs, and required returns. Definition of tangible and intangible balance sheets within corporate models, including presentation and investor relations.

Valuation of singularities and novelty profile as well as tangible or intangible reach in value generation within the original matrix or derivative works. Estimation of ownership structures by:
i) individual, collaborative or collective authorship, and
ii) plastic or creative peculiarities.
Main Uses
-Understand the scope and trajectory of copyrights
-Assess knowledge structures and cores
-Evaluate possible business development lines
-Structure intelligence and market connections
-Redefine IP as an investment asset
BIID. Business Intelligence & Investments Diligence
Specific service for investors, investment projects, or micro and SME companies in seed capital, start-up, or early growth phases, including situations of mergers, associations, joint ventures, business participation, mergers or acquisitions.
A high-complexity service aimed at reducing the risk percentage of investment objective non-compliance.

Includes analysis of key concepts underpinning the individual and joint investment, as well as projection of areas and key factors influencing increased investment potential:
a) Investment objectives
b) Business model and value generation
c) Markets – products – territory – commercialization
d) Key operations, processes, and technological transfer
e) Economic and financial projections
f) Risks, opportunities, and potentials
g) Price and value scenario definition using 3–4 methods
Includes NPV and Global NPV analysis, definition of Internal Rate of Return (IRR), and sensitivity estimation, commitment, and probability of goal achievement among parties.
Estimation of company evolution, price and value.
Projected structure of tangible and intangible assets and liabilities.
Entrepreneur–business owner and investor profiles.
Description of negotiation ranges for target price and payment methods.
Investor relations and mediation between parties for sustainable agreements.
Main Uses
-Increase technical rigor and analyze potentials to present sustainable investment proposals
-Plan business transitions
-Assess risks and potentials to avoid over- or under-valued investments
-Adjust transaction conditions and define payment agreement ranges
-Prevent low-forecast situations and increase post-agreement viability in the short and medium term
-Estimate new businesses and markets that increase the investment’s Global NPV
-Define new business and corporate models with higher success probability
-Improve access to financing (“fresh money”) and refinancing in capital markets
-Enhance restructuring and viability aspects in pre-insolvency scenarios
Real Estate Asset Valuation
Specific service for investors and investment projects.
A high-complexity service aimed at reducing the risk percentage of investment objective non-compliance.

Assets are valued integrally (360º) and prospectively, considering all potentials and characteristics that generate financial and non-financial value over their useful life. The service is structured based on various scenarios of asset value generation.

Includes analysis of key concepts underpinning the investment, as well as projection of key areas and factors influencing investment potential and future appreciation ranges.
The valuation may be signed by an Independent Expert and/or Architect.
Main Uses
-Increase technical rigor and analyze potentials for sustainable investment proposals
-Identify possibilities for change of use
-Assess risks and potentials to avoid over- or under-valued investments
-Adjust transaction conditions and define payment agreement ranges
-Prevent low-forecast situations and increase post-agreement viability in the short and medium term
-Estimate new business and market opportunities that increase the investment’s Global NPV