28. December 2018
Portfolio Valithea Advisory

Growth-stage Financial Plan

Typical integrated yearly financial plan for a small business.

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Project Financial Plan

Example of a customer financial plan for a leisure development project.

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The excel valuation here illustrates the basic steps to the calculation of value for a small early-stage growing business, including:
– the calculation of the discount rate (in this case an alternative approach to CSRP calculation is used)
– the Discounted Cash Flows (in this case the Net Equity Method is used instead of the WACC, which in the absence of debt results in the same value)
– the Market Approach, which in this case includes mostly exits
– The Valuation Summary

Depending on the circumstances and characteristics of the company and transaction, the Cost method can also be used, and different versions of the Income and Market Approach can apply.

Additionally some transaction-specific features, such as the calculation of synergies, sometimes are added. Additionally, the Valuation Engagement would include more advanced methods to calculate the discount rate and the terminal value, among other features.

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Valuation Report (Calculation Engagement Report)

The Calculation Engagement Report here does not include text as it is company-specific: when delivered, it will include in-depth analysis of the figures presented. The report is brief (around 20 pages): for a full explanation of all methods used and of valuation theory, you can purchase the Valuation Engagement Report (40-50 pages)

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Pitch Deck

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Business Plan

Excerpts of a business plan template

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Startup Advanced Financial Plan