How we can Help |
List of Services
and Receivables
- Valuation model analysis of company,
- Valuation model analysis of competitors,
- Valuation model analysis of current holders,
- Valuation model analysis of potential sellers,
- Manual describing calculations,
- Manual defining all models in the Analysis,
- Buy-side targeting,
- Sell-side targeting.
In addition:
- Monthly or quarterly updates,
- Formal, in person presentation each year,
- Discussion of first report each year,
- Four "crisis" updates,
- Conference call to review all update reports,
- Customer service contact.
Market Value Analysis and Special Projects
Customized and confidential valuation consultation and other research projects for strategic planning, divestitures, merger & acquisition and investor relations uses are quoted based on the resources required to complete the project.
These services can include:
- Market valuation of each business segment,
- Market valuation of corporation,
- Relative valuation of corporation's sum vs.parts,
- Money manager profiles for pension admin.,
- Analysis of other valuation services (a "second opinion").
Component Selection
For companies wishing to select portions of the Valuation Factor Analysis or other services we offer the following:
Valuation model analysis includes:
- Client company valuation reports on 14 models,
- Client reports on each of the above models,
- Competitor company reports on each model,
- Manual describing calculations in the Analysis,
- Manual defing calculations in the Analysis,
- Formal, in-person presentation each year,
- Quarterly updates to review valuation reports,
- Conference call to review valuation reports,
- "Crisis" updates delivered within 72 hours of request.
Valuation model analysis of investors includes:
- List of 10 institutions most likely to sell stock,
- Analysis of models used by holding institutions,
- Analysis of models used by named institutions,
- Institutional profiles of stock selection methods,
- Quarterly updates of analyses,
- Quarterly updates of profiles,
- Quarterly updates of graphic presentations.
Buy-side targeting includes:
- Selection of up to 50 institutions likely to buy,
- Institutional profiles of stock selection methods,
- Quarterly updates of target list,
- Quarterly updates of institutional profiles.
Sell-side targeting includes:
- List of analysts likely to recommend a "buy",
- Directory with contact details,
- Quarterly updates of lists and directories.
Buy-side competitor selection includes:
- Analysis of "traditional" competitors,
- Selection of "traditional" competitors,
- Analysis based on financial characteristics,
- Selection based on risk characteristics,
- Reports on correlation coefficients,
- Reports on business summaries,
- Six selected valuation model scores for each,
- Quarterly updates of business summaries,
- Quarterly updates of valuation model scores.
Sell-side competitor selection includes:
Customized and confidential valuation consultation and other research projects for strategic planning, divestitures, merger & acquisition and investor relations uses are quoted based on the resources required to complete the project.
- Analysis based on risk charcteristics,
- Selection based on risk characteristics,
- Reports on correlation coefficients,
- Reports on business summaries,
- Six selected valuation model scores for each,
- Quarterly updates of business summaries,
- Quarterly updates of valuation model scores.