Independent valuation advice & opinions
Our valuation services team advises on all aspects of valuing companies, income generating assets, listed and unlisted securities, intellectual property and intangible assets both in Luxembourg and abroad. The valuation services team works across all industries and business stages. We dynamically merge our valuation and industry knowledge to assist our clients in valuation issues.
- How we can help
- Financial reporting
- M&A transactions
- Strategic planning and shareholder value optimization
- Tax planning and compliance
How we can help
We render valuations services in many different circumstances including financial reporting, mergers & acquisitions or disposals, taxation planning and compliance, bankruptcy and restructuring, litigation and dispute resolution, succession issues and strategic planning.
Fair value in financial reporting is a critical matter in particular since the 2008 financial crisis. This topic brings into focus questions like how to establish the fair value of financial instruments in illiquid markets or how to recognize the value of control, etc. In this context, it becomes increasingly important to accurately understand the dynamics of fair value measurement and to have access to relevant expertise and resources.
Over the years, our valuation experts have been working hand in hand with both our audit practice and IFRS Centre of Excellence to ensure an objective and independent approach to valuation. In addition, our team constantly monitors changes in regulation and financial reporting guidelines in order to ensure compliance with the most recent accounting and regulatory requirements.
Finally, our work-products are prepared and documented to facilitate your interactions with your auditors and regulators.
M&A transactions (mergers, acquisitions, disposals)
A successful transaction may significantly enhance shareholder value. It is however a complex project which requires the assistance of advisors to support business owners, investors, boards of directors, or special committees.
We put our expertise at your disposal to ensure that you and your team gain a clear view on the key value drivers of the transaction as well as the related risks so that you can come to a balanced decision between price and value.
Whether you are looking to fulfil your fiduciary duties, mitigate risks or simply assess the value of your company, we will work with you throughout the transaction and offer advice based on an unbiased analysis from our valuation experts.
Strategic planning and shareholder value optimization
A valuation can be carried out to assess the worth of a particular asset or company. It can also be used as a diagnostic and monitoring tool tailored to the specific needs of a situation and implemented to ensure on-going monitoring.
Our value optimization tool is a guide for manager and business owners in their constant quest for business re-engineering and value creation. It is built around the core Deloitte competencies of consulting, financial analysis and modelling. It also brings to bear Deloitte’s recognized expertise and in depth knowledge in many industries.
Tax planning and compliance
Tax structuring is a highly complex matter that requires in-depth analyses and documentation in order to ensure compliance with tax authorities. As part of these analyses, it is frequent that valuation considerations need to be addressed before the envisaged tax strategy can be implemented.
By combining tax and valuation experts, Deloitte provides a turnkey solution to your tax planning issues. Our team will help you navigate successfully in quickly evolving tax laws and regulations and assist you in designing optimal strategy underpinned by thoroughly prepared and documented valuation.
Restructuring or bankruptcy
In a bankruptcy or a restructuring process, the board of directors, shareholders, secured and unsecured lenders as well as other stakeholders need to rely on a third party expert to be fully and transparently informed on the value of their residual claims in the business and corresponding pledged assets, if any, under various scenarios.
Deloitte with its significant experience in assisting companies combined with international skills and worldwide best practices is able to help you understand the value of every aspect of the business.
Litigation and dispute resolution
When facing disputes that may lead to litigation or dealing with complex business matters, our clients need to rely on a financial expert to clarify facts, quantify damages and communicate findings in a clear, objective and persuasive manner.
The combination of Deloitte Forensic and valuation teams will provide you with unmatched independent analysis of value, or valuation process to support you in disputes or litigations.
The increased focus on independence and governance along with regulatory changes are forcing a wide range of alternative asset stakeholders to seek objective valuation advice. Independent reviews of fair value policies, procedures and results provide comfort to investors, fund administrators and accounting managers as well as auditors regarding the entity's valuation assessment.
Based on our blend of technical competence, experience and professional judgement, we are able to deliver objective and accurate valuations of your portfolio.