Valuation

Valuation

The process of determining the economic worth of a business for sale, investment, or other purposes.

Full Definition

Valuation is the process of determining the economic worth of a business. In M&A, valuations establish the basis for price negotiations and are essential for buyers, sellers, and their advisers.

Common valuation methodologies: 1. Earnings multiple: Value = Earnings × Multiple 2. Discounted Cash Flow (DCF): Present value of future cash flows 3. Net asset value: Value of assets minus liabilities 4. Comparable transactions: Prices paid for similar businesses 5. Comparable companies: Trading multiples of listed peers

Factors affecting valuation:

  • Historical financial performance
  • Growth prospects
  • Market position and competitive advantage
  • Management team quality
  • Customer concentration
  • Recurring revenue
  • Barriers to entry
  • Sector dynamics
  • Macroeconomic conditions

UK SME valuation ranges:

  • Asset-based businesses: 0.5-2x net assets
  • Service businesses: 0.5-1x revenue or 3-6x EBITDA
  • Technology/SaaS: 2-5x revenue or 8-15x EBITDA
  • Manufacturing: 3-6x EBITDA

Valuation for different purposes:

  • Sale/purchase: Fair market value
  • Tax (HMRC): Market value definitions vary
  • Disputes: Expert determination
  • Financing: Conservative/stressed scenarios

Related Terms

Further Reading

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