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Services

Delivering valuations for strategic decision-making

Expand, evolve, and elevate with our valuation and modeling services

For years, leading companies have turned to Deloitte for our deep experience in analyzing and valuing business interests and their underlying assets as well as our modeling and financial advisory services to evaluate strategic alternatives and support decision making.

Value creation is essential for every business decision—be it setting strategy, assessing strategic alternatives, scenario planning, making investment/transaction decisions, or allocating capital. Where others see valuation as difficult and complex, we see it as too important to get wrong.

Our professionals excel in quantifying and presenting valuation analyses and conclusions under prevailing accounting, tax, and regulatory requirements as well as supporting our clients in navigating valuation and financial analysis for transactions, financing, litigation, strategic management, and compliance purposes.

Our Valuation & Modeling team brings knowledgeable and experienced professionals in business valuation, modeling, and financial accounting to help our clients solve complex business and transaction issues, including analyzing alternatives and recommending solutions. We provide well-reasoned, defensible valuations and advice to meet client goals.

Our approach to recalibrate the strategic vision

Advising our clients through complex decisions by putting a financial lens on transactional and strategic decisions:

1. Strategic and Management Planning valuation

Valuation & Modeling professionals can help you make decisions confidently, enhance your results, and help you get ahead of important issues across the M&A lifecycle.

2. Compliance valuation

Valuation & Modeling professionals provide valuation analyses for tax, financial reporting, or other regulatory, compliance, or management planning requirements. Compliance valuation is often needed for the following:

  1. Purchase price allocation for financial reporting and tax.
  2. Goodwill and Asset Impairment
  3. Tax restructuring and other tax purposes (i.e., Gift & Estate)
  4. Complex Securities
  5. Portfolio Valuation Services
  6. Cost Segregation

3. Valuation litigation support

Specialists provide valuation services for mediation, arbitration, pre-trial planning, deposition, and other litigation-related situations.


Leveraging Technology for a Competitive Advantage

ValueD: Provides dynamic modeling capabilities, including real-time multi-variable sensitivities, agile valuation practices, and integrated project management to provide insight-driven valuation decision-making. ValueD leverages artificial intelligence for enhanced quality and possesses powerful data handling capabilities.

We help clients with decision support services in the context of business planning and M&A activity.

Critical business decisions are increasingly underpinned by complex, bespoke quantified analysis. The need for expert modeling is often heightened when the financial exposure is significant, the situation is complex, and where multiple stakeholders are involved.


Business planning
  • Financial models that help forecast profitability and liquidity movements for planning purposes, business cases, and considering strategic options

Transaction modeling
  • Financial models for M&A, refinancing, strategic alliances, joint ventures and other inorganic growth initiatives
Leveraging Technology for a Competitive Advantage

Apex FP&A Tool: The Apex Platform is a centralized decision-making and forecasting tool that helps drive growth, manage risk, and enhance cash flow, all bespoke-built on leading well-known, and intuitive technologies. Technically speaking, Apex is typically a combination of professional Excel models, a SQL database, and visualization tools. The Platform allows model-focused professionals to continue to use Excel while easily incorporating the data capabilities of SQL server and visualization platforms.

We help clients enter their business’ career-defining, critical moments with robust analysis at their hands, from market insights to detailed scenario analysis. By creating tailored solutions, we take our clients' most complex and critical issues and develop clear analyses to equip clients with the knowledge and expertise needed to make their best decisions. A team of experienced professionals with global insights and local knowledge, who combine world-class experience with breakthrough innovation and technology, provide support when clients need it the most through our offerings as depicted.

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Explore our digital services

ValueD is a powerful technology platform that leverages artificial intelligence (AI) and market-based benchmarks to improve the valuation process and provide deeper insights into how valuations are performed through a real-time dynamic view.

Insights

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Get in touch

Jeff Kennedy

Jeff Kennedy

Principal, US Valuation & Modeling Leader

Jeff is the leader of Deloitte Transactions and Business Analytic LLP’s US Valuation & Modeling practice. He has more than 25 years of professional experience providing consulting services to energy a... More

Keith Adams

Keith Adams

Power, Utilities & Renewables Sector Leader

Keith, a principal with Deloitte Transactions and Business Analytics LLP, serves as the Advisory Power, Utilities & Renewables sector leader for M&A Services. For more than 20 years, Keith has provide... More

Erik Dilger

Erik Dilger

Managing Director | Risk and Financial Advisory

Erik is a managing director at Deloitte Financial Advisory Services LLP and leads the Generative AI efforts for the end-to-end M&A business in the US. He’s been providing innovative solutions to compl... More