Valuation Services

MEASURING VALUE OF VISION & ASSETS

SourceIN is reputed for providing structured and reliable valuation services. Because the team adheres to a rigorous and seamless process. It helps in generating customised traditional and complex valuation reports that are defensible and thoroughly documented. They can withstand scrutiny from regulatory bodies and third parties.

The team has been conducting regional and cross-border valuations for financial reporting, transactions, management reviews, and legal, tax, and regulatory purposes. Our range of engagements are across the leading companies, industries, domains, and geographies.

We manage most complex valuations with our tested valuation methodologies. The team can provide you with up-to-date advice, as it constantly monitors evolving regulations and guidelines.

Financial Reporting

Valuation services play a significant role in the statements of management, shareholders, external auditors, and regulators. The increasing use of fair value measurement in financial reporting has raised the profile of valuations even further.

Since we have extensive experience in undertaking financial reporting valuations, we can support enterprise in domestic and cross-border transactions. Our team performs the exercise in compliance with US GAAP and IFRS.

  • Valuation for Financial Reporting
  • Share Based Payments – ASC 718 (SFAS 123R)
  • Embedded Derivatives Valuation – ASC 815 (SFAS 133)
  • Purchase Price Allocations under US GAAP/IFRS – ASC 805 / IFRS 3
  • Goodwill and Intangible Asset Impairment analyses
  • Shares Based Payments and ESOPs
  • Intangible and Intellectual Property
  • Financial Instruments and Derivatives

Management Review

Management usually performs valuations for internal reviews for specific reasons. They seek an independent valuation opinion before considering a transaction. It could be part of a major restructuring exercise or to accelerate growth. It can review the system status and progress towards the objectives. Or to arrive at a method to change the system as the company’s needs change.

Our Management Review Valuation Team uses a range of analytical techniques designed specifically around the value drivers of a specific industry.

  • Valuation for Management Reviews
  • Fund Raising
  • Business and Equity Valuation
  • Debt Restructuring
  • Strategic Partner
  • Divestiture

Legal Regulatory & Tax

Legal and Tax compliance keep evolving. They are becoming increasingly complex and more closely scrutinized by regulatory authorities worldwide. Tax laws and regulations now stipulate that a valuation is required before implementation. As part of various regulations, valuations are required to provide a clear picture of an event or transaction.

  • Valuation for Legal Regulatory & Tax
  • IRC 409a Valuation
  • Dispute Resolution
  • Litigation & Arbitration Support
  • FEMA – Inbound & Outbound Investments
  • Transfer Pricing
  • Cross Border Transactions

Intangible & Intellectual Property

Measuring intangibles is often complex and contestable. Hence arriving at a fair and defendable valuation is critical. Companies require intellectual property valuation for pricing and strategic planning, mergers & acquisitions, securing finance or for tax compliance.

We have significant experience of valuing intangible assets and intellectual property. SourceIN’s expertise in Valuation of Intangibles and Intellectual Property (IPs) includes marketing, customer, contracts, and technology related properties which includes intangibles or IPs specifically.

  • Valuation for Intangible & Intellectual Property
  • Brands, Trademarks & Copyrights
  • Patents
  • Technology Knowhow, Software & Databases
  • Customer List, Contracts & Relationships
  • Distribution Network & Franchisee Licensing Agreements
  • Non-Compete Agreements
  • Mineral & Other Natural Reserves