B Value Consulting / Financial Valuation


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B Value Consulting / Financial Valuation

  1. 1. FINANCIAL VALUATION & ADVISORY SERVICES Campos Elíseos 400 Piso 6 Polanco Chapultepec, 11560 México, D.F. www.bvalueconsulting.com CORPORATE PRESENTATION
  2. 2. is an independent firm specialized in providing financial valuation and related advisory services. © 2013 Building Value Consulting, S.C – All rights reserved.
  3. 3. Equipo Ejecutivo Adriana Berrocal, ASA BV/IA Accredited Senior Appraiser en Valuación de Negocios y de Activos Intangibles With over two decades of consulting and technical experience including Valuation Services, Transaction Support and Corporate Finance, Adriana is the first person in Latin America to obtain the designation as Accredited Senior Appraiser in Intangible Assets from the American Society of Appraisers (ASA). Adriana has led hundreds of projects in more than ten countries, including the supervision of large, complex multidiscipline engagements regarding businesses (as a going concern or assets' based), real property, machinery and equipment, and intangible assets. Alejandra Prado Alejandra has over eight years of experience in valuation and financial analysis. She has rendered numerous valuations of businesses and intangible assets for financial reporting standards (mainly Impairment Testing and Purchase Price Allocation), corporate tax planning, tax restructuring, mergers and acquisitions, reorganization, lost profit calculations and economic damages analysis for litigation. She also has extensive experience handling the intangible assets treatment in the IFRS adoption procedure. © 2013 Building Value Consulting, S.C – All rights reserved.
  4. 4. Experience •  Automobiles and Auto Parts •  Financial Services •  Building and Construction •  Food, Beverage and Tobacco Materials •  Healthcare and •  Chemicals Pharmaceuticals •  Energy •  Hotels, Restaurants and Leisure •  IT and Telecommunication Services •  Retail •  Transportation •  Other industries © 2013 Building Value Consulting, S.C – All rights reserved.
  5. 5. SERVICES We offer specialized valuation services for: •  •  •  •  •  •  Financial Reporting Tax Management Transaction Advisory Litigation Support Corporate Planning Intangible Assets © 2013 Building Value Consulting, S.C - All rights reserved.
  6. 6. Valuations compliant with International Financial Reporting Standards (IFRS), US General Accepted Accounting Principles, Mexican Financial Reporting Standards and other local standards for many countries. FINANCIAL REPORTING © 2013 Building Value Consulting, S.C – All rights reserved.
  7. 7. We perform valuations of close corporations, fractional business interests, and intellectual property for: 1.  Internal restructurings 2.  Transaction planning Our experience in providing independent, objective value analysis and reports serves to minimize authorities audit risk. TAX MANAGEMENT © 2013 Building Value Consulting, S.C – All rights reserved.
  8. 8. We support clients from the initial stages of a deal through the periodic impairment testing of acquired assets and beyond: 1.  2.  3.  4.  5.  Acquisition pricing analysis Fairness Opinion Solvency Opinion Preliminary Purchase Accounting Estimation of value-added synergy potential TRANSACTION ADVISORY © 2013 Building Value Consulting, S.C – All rights reserved.
  9. 9. Valuations of businesses and intellectual property assets, as well as the quantification of: •  Business Damages and Lost Profits •  Economic Loss for breach of contract •  Shareholder disputes •  Fraud •  Restructures •  Arbitration and mediation As well as pre-trial support, expert witness testimony, preparation of direct and cross-examination questions. LITIGATION SUPPORT © 2013 Building Value Consulting, S.C – All rights reserved.
  10. 10. The valuation process, besides quantifying the worth of your business or business assets, can help you to identify which factors influence value and support the strategies to preserve and grow that value. 1.  2.  3.  Feasibility Studies Financial Modeling and Forecasting Business succession planning CORPORATE PLANNING © 2013 Building Value Consulting, S.C – All rights reserved.
  11. 11. We routinely perform valuations of the following intangible assets: Customer or supplier related Technology based •  Customer lists •  Servicing contracts (e.g. office lease) •  Licensing agreements •  Software •  Patents •  In-process Research and Development Marketing related •  Trademarks and Trade Names •  Non-compete agreements Human Capital related •  Employment agreements •  Assembled Workforce INTANGIBLE ASSETS © 2013 Building Value Consulting, S.C – All rights reserved.
  12. 12. Our Values Quality Our success is founded in our passion for quality. Client-focus We take a long-term view in our relationships with our clients. Independence We are independent and prize our integrity. Teamwork We work in cooperation to achieve shared success. © 2013 Building Value Consulting, S.C - All rights reserved.
  13. 13. The difference •  Over 25 of professional experience. •  Senior-level attention from the beginning to the end of each project. •  We address clients’ needs individually to ensure that we provide the most appropriate advice considering the stage on their business life cycle, size, and resources. •  We help our clients to identify, understand and leverage the economic value of business enterprises and its assets (tangible and intangible) •  Ample industry knowledge. •  We use professional best practices and generally accepted valuation methods. •  Well-documented opinions and reports that are prepared to withstand rigorous scrutiny from clients and their advisors, audit and regulating examinations. •  We do not offer audit, tax planning, legal, insurance, or securities brokerage. As a result, we do not have conflicts of interest. © 2013 Building Value Consulting, S.C – All rights reserved.
  14. 14. s& gs 00 6 22 Adriana Berrocal, ASA BV/IA Managing Director aberrocal@bvalueconsulting.com 00 6 51 Alejandra Prado y Director 09 11 13 aprado@bvalueconsulting.com 55 02 00 Building Value Consulting, S.C. Campos Elíseos 400, Piso 6, Polanco Chapultepec, Miguel Hidalgo, 11560, México D.F. T. +52(55) 5980 6333, +52(55) 6567 0539 info@bvalueconsulting.com http://bvalueconsulting.com @BValueC 14