Templates
Investment Banking
Investment Banking Retail Valuation Service Process
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Investment Banking Retail Valuation Service Process

Comprehensive retail valuation service, from needs identification to final report presentation and transaction execution, ensuring client-tailored, accurate financial insights.
1
Identify the retail client's needs and objectives
2
Conduct analysis of the client's industry
3
Obtain historical financial information of the client
4
Prepare cash flow projections
5
Calculate the client's financial ratios and other performance metrics
6
Perform valuation using methods such as Discounted Cash Flow (DCF), Comparables, and Precedent Transactions
7
Draft a preliminary retail valuation report
8
Approval: Senior Analyst for preliminary report
9
Identify and analyze key value drivers
10
Discuss valuation assumptions and results with the client
11
Adjust valuation model as per client feedback
12
Finalize the retail valuation report
13
Approval: Director for final report
14
Present final valuation report to the client
15
Negotiate contracts and terms with the client based on the valuation
16
Execute transactions such as mergers, acquisitions, or divestitures if necessary
17
Follow up with the client to ensure satisfaction
18
Document the entire process for audit purposes
19
Prepare a summary of the engagement for internal use