Valuation advisory

Business Valuation Package

Understand business value for fundraising, acquisition, shareholder decisions, or strategic planning.
A focused valuation package that helps companies and investors understand value drivers, assumptions, scenarios, and decision implications.
Best fit

Who this package is for

  • Companies preparing to raise capital
  • Owners considering sale, acquisition, or shareholder transactions
  • Investors reviewing an opportunity or portfolio company
Markets

Where it applies

Private companies
SMEs and growth companies
Investor and acquisition contexts
Problems

What this solves

  • Valuation expectations are not supported by evidence
  • Financial assumptions are not linked to value drivers
  • Stakeholders need scenarios rather than a single unsupported number
Outputs

Deliverables

  • Valuation approach selection
  • Financial model and scenario review
  • Comparable or method-based valuation logic
  • Value-driver analysis
  • Valuation memo or presentation section
Included services

What is included in this package

Revenue Centers/ Growth PredictionFinancial Projection

Projecting revenue streams and growth potential to drive financial planning.

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Staffing ModelFinancial Projection

Designing a staffing plan aligned with operational and growth objectives.

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Cost Centers/ Growth PredictionFinancial Projection

Forecasting cost centers and anticipated growth for budget optimization.

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Three Statement Financial ProjectionFinancial Projection

Preparing detailed income, cash flow, and balance sheet projections.

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Fintech, Banks, and Insurance Financial ProjectionFinancial Projection

Creating projections tailored for financial service providers to support planning.

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Holding Company Financial ProjectionFinancial Projection

Forecasting financial performance for holding companies with multiple entities.

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SAAS Business Financial ProjectionFinancial Projection

Building projections for SaaS businesses with a focus on revenue streams.

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Social Media Business Financial ProjectionFinancial Projection

Developing financial forecasts tailored for social media-driven businesses.

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Real Estate Management CompaniesFinancial Projection

Structuring financials for real estate companies focusing on asset and lease management.

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MarketPlace Business Financial ProjectionFinancial Projection

Crafting projections for marketplace businesses with multi-sided platforms.

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Cash Flow Based Valuation (DCF)Business Valuation

Valuing the business based on discounted future cash flows for precision.

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Banks and Insurance Company ValuationBusiness Valuation

Conducting valuation tailored to financial institutions, focusing on industry norms.

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Process

How the engagement works

Information review

Collect financials, assumptions, business model, and transaction context.

Valuation modeling

Apply relevant valuation methods and scenario assumptions.

Decision support

Explain valuation range, drivers, sensitivities, and limitations.

Timeline and scope

1-3 weeks depending on data availability

Pricing
Custom quotation based on scope, market, documentation readiness, and engagement model.
Outcome focus
Clearer valuation range; Better understanding of value drivers
Expected outcomes

What clients should be ready to do

Clearer valuation range
Better understanding of value drivers
Stronger basis for investor or transaction discussions
FAQ

Common questions

Is this a certified appraisal?

This package is advisory valuation support, not a regulated legal appraisal unless explicitly scoped with qualified partners.

Can you value pre-revenue businesses?

Yes, but the method and confidence range depend heavily on market evidence, milestones, and assumptions.

Discuss this package with WorldBC

A focused valuation package that helps companies and investors understand value drivers, assumptions, scenarios, and decision implications.

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Business Valuation Package
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