- SERVING TORONTO, MIAMI, SAN FRANCISCO & NYC THROUGH CFO-GRADE FINANCE OPERATIONS
- TRUSTED BY GROWTH & MID-MARKET TEAMS ACROSS NORTH AMERICA
Valua Partners has licensed professionals who build valuations that are accurate, defensible, and respected by investors, lenders, and advisors. Whether you’re raising capital, buying or selling a business, issuing equity, or planning strategically, we build clear, supported financial models that stand up to scrutiny.
Valua Partners has licensed professionals who build valuations that are accurate, defensible, and respected by investors, lenders, and advisors. Whether you’re raising capital, buying or selling a business, issuing equity, or planning strategically, we build clear, supported financial models that stand up to scrutiny.
You know your business’s worth. Our Valuations team gathers the data and delivers the insights you need to demonstrate its value: for deals, exit plans, or disputes.
*Ongoing support is available for revisions, investor questions, and transaction pivots.
To make the right decisions, you need more than just numbers. You need advisors with a deep level of knowledge and experience across a range of industries. Our team of business valuation professionals brings clear insights and delivers comprehensive valuation services that can lead to exciting new opportunities for your business.
We start by getting precise on the purpose of the engagement and the stakeholders who need to rely on the work – management, lenders, investors, auditors, or advisors. In the kickoff, we confirm what entities and periods are in scope, the valuation date (if applicable), and the exact deliverables required. We then provide a clear roadmap: a timeline, a data request list, a review cadence, and a deliverable outline, so expectations are aligned from day one.
Next, we turn your financials and operating data into a structured, driver-based model and defensible analysis. This typically includes normalizing historical results (one-time items, run-rate view, working capital, cash flow drivers), building or enhancing an integrated 3-statement model, and running scenario and sensitivity analysis around the assumptions that actually move value. Where valuation is required, we apply the appropriate methodologies for your situation and document the logic behind key inputs so the conclusion is transparent and reviewable.
Finally, we stress-test the analysis with management, finalize assumptions, and package the work in a format that stands up to scrutiny. We deliver a board and data room-ready model and a clearly written valuation deliverable (as applicable), along with supporting schedules, sensitivity outputs, and an assumptions log. If needed, we also participate in stakeholder walkthroughs and provide updated support as terms, forecasts, or transaction structures evolve.
Our team combines more than 40 years of specialized experience in business valuation. We’ve helped business owners across industries make informed decisions with valuations that are accurate, defensible, and respected by lenders, advisors, and regulators.
Our models are vital tools to forecast your company’s financial trajectory, which is crucial for formulating robust strategies. These financial projections also serve as substantial support during funding rounds and financial due diligence.
Understand the lifeline of your business through detailed cash flow forecasts. Crucial for strategic planning and securing funding, our predictive models create a strong base for forecasting your financial vitality, promoting forward-looking, savvy business oversight.
Receive an impartial perspective on potential outcomes of major business decisions, from investments and acquisitions to risk mitigation strategies. Our financial modeling and valuation analysts perform a thorough inspection of financial and economic factors to develop a model that projects feasible future scenarios.
We identify and assess potential risks associated with business transactions, providing you with the tools to develop effective risk mitigation strategies and navigate due diligence processes seamlessly.
By delivering transparent and well-supported company valuations, our team of business valuation advisors helps you to instill confidence among investors, lenders, and stakeholders, fostering successful business transactions.
We employ robust methodologies to ensure precise business valuations, considering a myriad of factors to reflect the true economic value of your enterprise.
Our business valuation services empower you with the insights you need to make informed and strategic decisions, whether you are navigating mergers, acquisitions, sales, or seeking investment.
Gain an unbiased opinion on whether a transaction, such as an asset sale, merger, or going private, is fair from a financial viewpoint. Our team provides an in-depth analysis of economic and financial factors before reaching a value.
Valuation and modeling work needs to be clear, defensible, and built for real stakeholders, management, investors, lenders, and auditors. Below are the most common questions we receive, along with straightforward answers on timelines, requirements, and how we deliver expert financial models and valuation.
A financial model is a structured tool that translates your business drivers into forward-looking financial outcomes. It helps leadership make informed decisions around hiring, pricing, budgeting, expansion, capital planning, and acquisitions – while providing credible support for investors, lenders, and due diligence.
To build a tailored financial model for your business, our team will need to review your historical financial statements and internal financial planning documents. We will also interview your organizational leaders to gain insights into your business, ensuring that our financial models accurately reflect your current operations and outlook.
Yes. We can normalize and reconcile inputs as part of the engagement. If we identify issues that could materially affect outputs (e.g., revenue recognition, working capital, one-time items), we’ll flag them early and propose a cleanup path before final conclusions.
Yes, our financial models are designed to accommodate various scenarios and what-if analyses, enabling you to explore different financial outcomes and strategically plan for a range of possibilities. This flexibility is integral to our approach, allowing for comprehensive risk assessment and informed decision-making.
Our financial models simulate multiple scenarios and their financial outcomes to help you understand the impact of various organizational decisions on cash flow and notional value. This provides a clear view of how different strategies could impact your financial future. These insights enable you to make informed, strategic decisions that align with your organizational goals and overall market dynamics.
Yes, our financial models are designed with adaptability in mind, allowing for updates and adjustments in response to shifts in the external business environment. This flexibility ensures that your strategic planning remains relevant and effective under evolving market conditions.
Our financial models are highly customizable to meet your specific business needs and industry dynamics. Our team tailors each model to accurately reflect your unique operational context and market environment, ensuring that each financial model is closely aligned with your strategic objectives and the nuances of your industry.
Our team will build a custom dashboard to deliver results from your financial model and highlight the most pertinent insights specific to your business. This approach ensures you receive in-depth, tailored analysis – leading to more robust, informed, and quantitatively driven decision-making.
Our financial models provide detailed projections and scenario analysis to help you identify potential growth paths, investment opportunities, and risk mitigation strategies. This helps ensure your strategic planning will support the future financial sustainability of your business and aligns with your long-term objectives.
We offer comprehensive support and training to ensure your team is fully equipped to use and understand the financial model effectively after implementation. This includes hands-on training sessions, detailed documentation, and ongoing assistance for any queries or updates required in the future.
Valua Partners offers a comprehensive suite of professional services to businesses across a wide range of industries, ensuring you can access the support you need to interpret and apply financial model results. Our team can help you utilize insights for strategic planning, securing financing, managing risks, and evaluating investment opportunities, enabling you to make informed decisions for your business.
Our financial models are designed to integrate seamlessly with your broader business planning and strategic initiatives to ensure consistency and alignment across all aspects of your business. This integration provides a unified view of your financial projections and strategies, supporting coherent and comprehensive business decision-making.
How often your financial model is updated depends on your business’s dynamic environment and specific needs. Our team provides ongoing assistance for these updates to ensure your model remains accurate and reflects both current market conditions and your business strategies.
We analyze current and projected sector data in our financial models, ensuring it incorporates the latest market dynamics and industry-specific variables. This approach helps to align your business strategies with real-world conditions for more accurate forecasting.
Yes. We can join calls, provide clarifications, and help defend assumptions. Our goal is for your model and valuation to be clear, documented, and durable under scrutiny.
Most engagements take 1 to 4 weeks, depending on complexity, data readiness, and stakeholder requirements. After a short scoping call, we’ll confirm timeline, milestones, and review dates.
Pricing is scoped based on complexity, timeline, number of entities, and required deliverables. Most projects are fixed-fee with defined milestones (e.g., draft model, review call, final deliverables).
These services are ideal for:
This is a simplified template that allows you to create your own PE distribution waterfall for returning capital to the LPs, GPs, etc with different fund structures. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
This template is a simplified 3-statement model with a DCF and Weighted Average Cost of Capital (WACC) to demonstrate how the Enterprise Value and Equity Value of a company is determined. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
Build a private equity LBO model using flexible financing/debt inputs and supporting schedules. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate. The template also includes all three financial statements, a discounted cash flow (DCF) analysis, and a sensitivity analysis.
A guide to building finance-grade models with clean inputs, defensible assumptions, and stakeholder-ready outputs, including how the three statements connect and how to structure models that hold up in diligence.
Download our walkthrough of how to prepare for a valuation, what information matters most, and how professionals triangulate value using income, market, and asset-based approaches.
Use this checklist to gather documents before we prepare your T3 Trust Income Tax and Information Return. If you’re unsure about an item, include what you have, we’ll confirm what’s required.
