Valuation Advisory & Financial Analysis

Valuation and financial analysis can become important during fundraising, investment, restructuring, acquisitions, strategic transactions and ownership changes. A well-organised financial analysis can help decision-makers understand assumptions, business drivers and the financial context behind a proposed valuation.

LegaFin provides valuation advisory and financial analysis services in India, supporting businesses, promoters and transaction stakeholders with business valuation advisory, share and securities valuation support, transaction analysis, fundraising valuation support, financial modelling and valuation documentation coordination.

Our Valuation & Financial Analysis Services

• Business Valuation Advisory
• Share Valuation Support
• Securities Valuation Support
• Transaction-Related Financial Analysis
• Fundraising Valuation Support
• Financial Modelling
• Valuation Analysis
• Financial Information Preparation
• Valuation Documentation & Coordination

Business Valuation Advisory

We support businesses in organising financial, operational and commercial information relevant to valuation analysis and in understanding the assumptions and business drivers that may influence an indicative valuation assessment.

Share Valuation Support

Share valuation can arise in investment, ownership change, restructuring and other corporate situations. We provide analysis, information preparation and professional coordination based on the purpose and applicable requirements.

Securities Valuation Support

Different securities and transaction structures may require specific financial analysis or valuation inputs. Where a valuation report or certification must be issued by a registered, regulated or specifically qualified professional, that function is coordinated with the appropriate authorised professional.

Transaction-Related Financial Analysis

We assist with financial analysis for proposed investments, acquisitions, restructurings and other transactions. Related transaction work can be coordinated through M&A & Strategic Transactions and Transaction Structuring & Documentation.

Fundraising Valuation Support

Fundraising discussions often require a clear understanding of financial performance, assumptions, projections and ownership implications. We support valuation-related analysis alongside Startup Funding Advisory and Equity Fundraising.

Financial Modelling

Financial models can help evaluate revenue, costs, cash flows, capital requirements and scenarios. We support model development based on management inputs and assumptions, with related planning work coordinated through Financial Planning & Analysis.

Valuation Analysis

We support analysis of financial information and relevant valuation considerations within the agreed scope. The appropriate methodology, assumptions and inputs depend on the purpose, business profile, available information and applicable professional requirements.

Financial Information Preparation

Reliable valuation analysis depends on organised financial information. We assist with preparing and reviewing relevant financial data, schedules, assumptions and management information required for the valuation or transaction workstream.

Valuation Documentation & Coordination

Where a transaction requires a formal valuation report or specialist certification, we help coordinate the underlying information, documentation and professional workstreams with the appropriately qualified or registered valuation professional.

Connecting Valuation With Due Diligence and Transaction Planning

Valuation should be considered alongside financial performance, transaction structure and due diligence findings. Depending on the engagement, related requirements can be coordinated through Business & Financial Due Diligence, Debt & Capital Structuring and Financial Reporting & MIS.

LegaFin provides valuation advisory, financial analysis, financial modelling, information preparation, documentation support and professional coordination based on the agreed scope, information and assumptions made available. Any valuation analysis is sensitive to assumptions, methodology, forecasts, market conditions and available data, and actual transaction values or future outcomes may differ. Where a valuation report, certificate, fairness opinion or other function is required to be issued by a registered valuer, merchant banker, chartered accountant or other specifically qualified or regulated professional under applicable law, the relevant function is undertaken by the appropriately authorised professional. LegaFin does not guarantee a valuation, investment, funding amount, transaction price, regulatory acceptance, transaction completion, return, exit value or future financial performance.