Service 02 — Value Baseline
What is my business worth? Understand the value factors.
A value discussion needs a clear basis: which information and assumptions are being used, and which questions remain open.
Value Baseline establishes a reference point using the information and assumptions agreed for the work. It identifies factors that support value, risks to examine and the limits of the analysis. Scope and professional deliverables are agreed at the start; the service name does not presume a particular valuation report.
Value Baseline
How it helps
Establish a value reference and explain its assumptions and limits.
- 01A reference for discussing an offer or transfer
- 02Sources and assumptions explained
- 03Risks that could change the analysis
Engagement
Possible work
The type of analysis and deliverables are agreed before work begins. This service does not automatically mean a particular type of valuation report.
- 01Value reference within the agreed scope
- 02Review of information and assumptions
- 03Risks and limits of the analysis
Professional deliverables
We agree with you on the work and documents to produce before starting. The service name does not automatically mean a particular type of professional report. No price or outcome is guaranteed on this page.
Scope and professional deliverables are agreed for each engagement. No price or outcome is guaranteed here.
Questions to ask yourself
Your situation
I don’t yet know what I want
You are deciding whether to grow, keep, transfer or sell the business. Start by comparing the consequences of each choice.
- 01What income, working hours and role do you want in five years?
- 02Which options are possible given the business’s current situation?
- 03What information do you still need to make a decision?
These questions help you prepare for a discussion. They are not personalized advice or an automated recommendation for an engagement.
Other services
Several services may be useful depending on your needs. Only the specialists required take part.
- 01Owner Value & Options ReviewCompare your options: keep, grow, transfer or sell the business.
- 03Value Creation PlanChoose improvements, assign responsibility and define progress measures.
- 04Exit Readiness 36Identify obstacles to a possible sale and organize the preparation work.
- 05Latitude 3 AcquireExamine the target business, purchase risks and integration work.
- 06Capital OptionsCompare options to fund growth, prepare succession or release capital.
- 07Value OfficeReview priorities, track actions and coordinate advisers.
Prepare an inquiry for this service
Describe your situation, objectives and questions to examine. The form prepares a draft you can copy; it does not send it.
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