Valuations and expert reports
Business valuation puts a value on things with method and independence. Knowing what your assets are really worth is the first step towards protecting them, passing them on or negotiating them from a position of strength.
For over thirty years we have determined the economic value of businesses and shareholdings for entrepreneurial families in Northern and Central Italy, combining technical rigour with a reading of the real context.
What valuations and expert reports cover
They cover the valuation of businesses and shareholdings, expert appraisals and the determination of economic value in support of extraordinary transactions, contributions in kind, litigation or planning activities.
We apply the valuation methods most appropriate to the nature of the business, delivering a reasoned and defensible value, not a number based on impression.
Value is a central concept in our work — from the “value cycle” to “lasting value”. Measuring it independently is the precondition for every serious decision about assets.
Our approach: the touchstone
Gold was once tested on a touchstone, to tell authentic metal from metal that merely looked the part. Our valuations do the same: they separate real value from perceived value, with competent and independent judgement.
It is not an accommodating estimate, but a test — the objective basis on which the entrepreneur can ground their choices.
Each purpose calls for the most appropriate method: a valuation supporting a negotiation follows a different logic from one required for a contribution in kind or in litigation.
We choose the approach according to the purpose and give reasons for every step, so that the result stands up to scrutiny from counterparties and public authorities.
Who it is for
We work alongside businesses led by entrepreneurs focused on medium- to long-term growth: solid companies, above all in manufacturing and services.
We support them with the same underlying principle: the relationship comes before and goes beyond any individual service.
It serves to determine the economic value of a business or of a shareholding in support of extraordinary transactions, contributions in kind, the entry of new shareholders, litigation or asset and succession planning. It is often the first step in an important decision. A valuation is the reasoned estimate of economic value according to recognised methods; an expert appraisal is a formal document, often required in specific contexts — for example in a contribution in kind or in litigation. Both rest on the same methodological rigour. Independence of judgement is the very value of the report. We determine value with method and free from influence, so that the result is reasoned and defensible before counterparties, shareholders or public authorities.
Frequently asked questions
What is a business valuation for?
What is the difference between an expert report and a valuation?
How independent is the valuation?