VALUATION SERVICES
Independent. Insightful. Execution-focused
Our valuation opinions are built on analytical depth and contextual understanding. We work across diverse industries, ownership structures, and geographies to deliver valuations that are defensible, insightful, and tailored to purpose.
BUSINESS
VALUATIONS
Real-world valuations for strategic, investment, and exit decisions.
We deliver robust valuations for businesses across industries and life stages—tailored for M&A, internal planning, fundraising, or shareholder exits. Our work reflects market reality, accounting principles, and investor logic.
Mergers & Acquisitions: Valuation of target or acquirer entities for buy-side, sell-side, or JV transactions—factoring synergy, control, and strategic value.
Investor Transactions: Support for fundraises, secondary sales, and shareholder exits including 409A and India-specific FMV assessments.
Internal Restructurings: Valuations for hive-offs, spin-offs, slump sales, and asset transfers between group entities.
Portfolio Company Valuations for AIFs and VCs: Periodic fair valuation of investee companies across stages and sectors in compliance with IPEV guidelines.
Carried Interest / Capital Interest Valuation: Financial modelling for General Partner (GP) or Limited Partner (LP) economics, including waterfall and hurdle-based return analysis.
Strategic or Fairness Opinions: Valuation opinions to support board-level decision-making, fairness assessment, and shareholder communication.
Valuation for Financial Reporting Purposes
Audit-ready valuations aligned with global accounting standards.
We deliver fair value assessments across a wide range of financial reporting needs, guided by global frameworks including ASC (US GAAP), IFRS, SFRS, and Indian Accounting Standards. Our work is crafted to stand up to audit scrutiny and tailored to suit each company’s reporting obligations.
Purchase Price Allocation (PPA): Allocation of consideration to tangible and intangible assets under ASC 805, IFRS 3, Ind AS 103, and SFRS 3.
Goodwill and Asset Impairment Testing: Support for recoverable value assessment under ASC 350/360, IFRS/Ind AS 36, and SFRS(I) 1-36.
Share-based Payment Valuations: Fair valuation of ESOPs, RSUs, SARs, and hybrid awards under ASC 718, IFRS 2, Ind AS 102, and SFRS 2 using appropriate pricing models.
Valuation of Financial Instruments: Fair value analysis of convertible notes, preference shares, and embedded derivatives, aligned with ASC 815, IFRS 9, Ind AS 109, and SFRS 9.
Contingent Consideration (Earnouts): Scenario-weighted modelling and remeasurement support in compliance with ASC 805, IFRS 3, Ind AS 103, and related fair value standards.
Lease Valuation (ROU Assets): Support for modelling right-of-use assets under ASC 842, IFRS 16, Ind AS 116, and SFRS 16.
Fair Value Measurement: Application of ASC 820, IFRS 13, Ind AS 113, and SFRS 13 to ensure consistency with Level 1/2/3 hierarchy and market participant assumptions.
Valuation for Regulatory Compliances
Navigating regulation with clarity and confidence.
We deliver valuations that meet SEBI, Income Tax, Companies Act, FEMA, IRS, and other statutory requirements—designed to stand up to scrutiny from regulators, auditors, and independent directors.
Income Tax Act & FEMA (India): Fair valuation of shares/securities for inbound/outbound transactions and reporting under Rule 11UA, 11UAA, and Rule 3.
Companies Act & SEBI: Valuations for rights issue, buyback, swap ratios, schemes of arrangement, preferential allotment, and delisting.
RBI & Startup India Filings: Valuation support for ODI/FDI reporting and DPIIT-registered startup-related filings.
Cross-border Transfers: Valuations in support of Form FC-GPR, FC-TRS, Form ODI, and transfer pricing studies.
Valuation of Portfolio Investments for AIFs and VC Funds (SEBI guidelines)
Gift tax and estate tax valuation for tax compliances in the US.
409A compliance valuation
Valuation
UNDER
LITIGATION
When stakes are high, we bring depth, neutrality, and diligence
We assist clients, legal counsel, and dispute resolution forums with valuation in contentious situations—supported by thorough documentation and objective analysis.
Shareholder Disputes/Family Settlements: Fair value assessments and loss quantification for minority oppression, exit rights, or mismanagement claims.
Tax and Regulatory Litigation: Support in defending valuation positions before income tax, FEMA, or SEBI authorities.
Arbitration and Forensic Matters: Economic damage assessment, scenario analysis, and financial review in contentious matters.
Expert Witness Support: Preparation of independent reports and testimony assistance for legal or arbitration proceedings.
why clients choose finvox
Depth. Precision. Independence.
Depth. Precision. Independence. At Finvox, we blend deep technical expertise with commercial insight—delivering work that stands up to scrutiny and supports real-world decisions. Whether you’re preparing for a transaction, navigating regulatory complexity, or aligning stakeholders, we bring thorough expertise to assist you in your decision making.