Applied Valuations specializes in assisting clients with the valuation of portfolio entities for securities investments such as Equity Shares, Preferred Shares, Warrants, Convertible Notes, etc
With an increased focus on independence and governance along with regulatory changes, investors including private equity firms, business development companies, limited partners, corporations and pension and endowment funds are seeking objective valuation advice to comply with financials reporting, tax compliance, and internal reporting requirements. Independent reviews of fair value policies, procedures and results provide comfort to investors, fund administrators and accounting managers as well as auditors regarding the entity's valuation assessment.
Our Portfolio Valuation services include:
Valuation in accordance with ASC 820/ IFRS 13/ Ind AS 113 – Fair Value Measurement, and ASC 815/IFRS 9/ IAS 32, Ind AS 32 and Ind AS 109 - Financial Instruments
Advice on emerging Fair Value issues initiated by AICPA, FASB, IASB, ICAI and governmental bodies
Portfolio valuation best practices consulting for investors and managers, private equity firms, hedge funds, business development companies, limited partners, corporations and pension and endowment funds, including practical guidance regarding industry standards including International Private Equity Valuation (IPEV) guidelines
We structure the engagement as per client’s specific needs and the purpose of the engagement. Our valuation report provides an overview of the company, industry, economy; discusses value drivers; outlines the analysis performed, along with the inputs and assumptions; and incorporates detailed appendices that support our valuation conclusion. The valuation analysis is detailed, technically sound, and if challenged, we provide our clients with additional support, including responses to audit queries.
Applied Valuations assists clients with the valuation of businesses/ business interests, as well as intangible assets and complex instruments such as options, warrants, convertible notes, etc. Applied Valuations is founded by Valuation experts from Big 4 firms with the experience of valuing more than 1000+ business during their carrier.