Rule 11(UA) of the Income Tax Rules lays down the guidelines on valuation of unquoted equity shares. Valuation experts value the unquoted equity shares by applying the appropriate principles and generally accepted guidelines.
Depending on the specific requirement of the business and the intended use/purpose of the valuation, we tailor the scope of the valuation and the output. When appropriate, our valuation report provides an overview of the company, industry, economy; discusses value drivers; outlines the analysis performed, along with the inputs and assumptions; and incorporates detailed exhibits that support our valuation conclusion. The valuation analysis is sound and the report is defensible. We assist our clients to arrive at the Business / Share Value by using a combination the Income Approach (DCF), Comparables, Transactions and/or Asset based approach among others.
Documents required include the following: 1. Historical audited financial statements for past 2-3 years 2. Financial projections for next 5 financial Years 3. Latest financial statements and/or trial balance