Business Valuation Services from Research Optimus

Research Optimus’ business valuation service is an accurate and independent valuation, a key component in daily business transactions involving real estate portfolios, capital assets, private equity deals, intellectual property, specialized and thinly traded securities and intangible assets. Research Optimus is a trusted and experienced external global provider of business valuation services.

Valuation regulations and methods vary widely among different countries. Working with an international valuation expert such as Research Optimus is a practical solution for ensuring that business appraisals comply with regional, national and international standards. ROP is also skilled in handling delicate local issues that can arise during the valuation process.

Avoiding conflicts of interest is a common need for investment banks, financial advisers and private equity firms during business valuations. By acting as an independent service provider, Research Optimus resolves this challenge in a timely and cost-effective fashion. Alternatively, ROP can provide second opinions for any business valuation.

Due diligence needs — both before and during purchase transactions — are of special importance as a safeguard to ensure that nothing of material significance has been overlooked before a purchase agreement is finalized. Nevertheless, the due diligence process can be incomplete when in-house resources are lacking. With Research Optimus as a business valuation and due diligence partner, you will be able to complete time-consuming procedures without using your internal resources.

The following section describes examples of business valuation services provided by ROP.

Details about Our Business Valuation Services

Because business valuations can involve a long list of specific needs, Research Optimus provides a comprehensive portfolio of business valuation services:

  • Audit Support

    Research Optimus can support specialized auditing requirements associated with business valuations such as fair value appraisals, model validations, complex security pricing (NSPC) and FAS 141/142 valuations. Our team can also provide updates and opinions regarding regulatory changes.

  • Transaction Advisory

    Research Optimus business valuation services in this area include LBO and DCF modeling, synergy analysis for M&A modeling, model validation, calculation of optimal debt and equity structures, preparation of pitch presentations and completion of information memorandums.

  • Capital Asset Advisory

    ROP can complete valuations involving capital assets and real estate. We can identify assets to fit a specific business strategy and optimize risk and return objectives.

  • Transaction Valuation Compliance

    ROP can facilitate compliance requirements by reviewing tax structuring, goodwill impairment, purchase price allocation and other reporting standards that often differ significantly from one country to another.

  • Start-Up Valuations

    Research Optimus can assist entrepreneurs and venture capital firms in negotiations involving equity ownership positions and valuation of equity when start-up capital is being raised.

  • Tax Advisory

    ROP can research and advice regarding tax-related issues such as tax valuations, estate and gift tax valuation, inheritance tax valuation, tax restructuring valuation and tax impacts of charitable contributions.

  • Industry Reports

    We can help with valuation requirements unique to specific industries with reports that are tailored to the industry's products, services and asset classes and highlight valuation principles in an industry.

  • Key Indicator Reports

    ROP can prepare reports and datasheets that feature relevant valuation parameters for financial models such as industry benchmarks, company specific data, historical data and forecasts.

  • Third Party Validation

    We can streamline third party requirements by validating models, data, opinions, valuations and other information provided by banks and third-party advisers.

  • Due Diligence Support

    ROP can assist with all aspects of due diligence. Our functions can include data room organization, communication with all parties, data collection and investigative due diligence.

  • Scenario Analysis

    Research Optimus will prepare valuations based upon scenarios specified by the client. Typical alternatives include a range of bull and bear scenarios that facilitate risk assessment and informed decision-making.

  • Financial Statements Analysis

    ROP can perform a detailed analysis of current and historical financial statements that can assist in assessing volatility or stability of income and cash flow.

  • Portfolio Valuations

    We provide objective valuation guidance for portfolios that include hard-to-value assets such as complex fixed income and equity instruments, side pocket investments and derivatives.

  • Intellectual Property

    ROP appraises intellectual property assets such as patents, trademarks, copyrights, knowledge, trade secrets, brands and service marks.

  • Compensation Valuation

    Research Optimus prepares valuations of compensation plans, employee incentives, performance-related awards and revenue sharing.

  • Real Estate Valuations

    ROP can provide business valuation support for all real property transactions, including sale-leasebacks, lease financing valuations, financial reporting valuations and purchase price allocations.

  • Structured Finance

    Research Optimus can help with valuation and other specialized tasks throughout complex structured finance transactions. In addition to project finance, ROP can also provide valuations and second opinions regarding structured instruments such as collateralized debt obligations and mortgage-backed securities.

The Benefits - ROP as Your Business Valuation Partner

Here are five primary benefits of working with Research Optimus for business valuation services:

  1. Research Optimus is experienced with valuation of a wide variety of asset classes on a global basis — ROP is skilled in business valuations for multiple asset classes in different countries, so you won't have to work with multiple providers if you don't want to.
  2. Research Optimus has a business valuation team that is ready to work when you need them — ROP has already assembled a world-class team of business valuation experts. You can get started right away without hiring internal staff.
  3. Research Optimus is skilled in both due diligence support and audit research — ROP has the specialized savvy that will guarantee that your valuation will not have any due diligence surprises or be subject to fines and penalties because it is not in compliance with the law.
  4. Research Optimus can meet tight schedules for business valuation services without sacrificing quality — Whether you need customized reports, third party validation, information memorandums or pitch presentations, ROP can get the job done right in a timely fashion
  5. Research Optimus can support business valuation needs in multiple foreign languages — With properties and assets scattered throughout the world, it is important for you to have business valuation support experts that can communicate in more than just one or two languages. Research Optimus has a multi-language team that works with enterprises from start-ups to multinational companies.

A Winning Combination — High Quality, Quick Turnarounds and Cost-Effective Pricing

While it can be challenging to save time and money without impacting quality, Research Optimus provides a rare opportunity for you to achieve this winning combination for business valuation services. Contact Us

Other Financial Research Services Offered

Pricing & Engagement Options

Flexible hourly pricing methodology for one-time research needs, and dedicated full-time equivalent resource allocation for on-going projects.

Quality Systems

ISO 9001:2008 standard quality assurance and defined quality polices to ensure data collection and presentation accuracy levels are consistent.

Security and Confidentiality

Customer information and project confidentiality secured by Non-disclosure Agreements and project data by workstation security policies.

Note: Research Optimus responds to business enquiries only, and we do not make unsolicited or automated calls. If you receive such calls please submit your complaint to https://www.donotcall.gov/