Objective business valuation and a compelling information memorandum so you can negotiate with investors, buyers, or partners using a strong financial basis.
Balancio prepares valuations using methodologies commonly used by investors, such as discounted cash flow (DCF) and market comparables, then presents your business story in a document ready to share with prospective investors.
When Do You Need a Business Valuation?
- Fundraising from investors or venture capital firms
- Mergers, acquisitions, or partial share sales
- Entry or exit of shareholders
- Succession planning and family ownership allocation
- Employee stock ownership plans (ESOP)
For purposes that legally require a licensed Public Appraiser, including certain transactions regulated by the OJK, the valuation report must be issued by a licensed Public Appraisal Services Office (KJPP).
Service Packages
Choose the package that matches your transaction needs. Scroll horizontally to see all packages.
| Service Type | Business Valuation | Information Memorandum | Complete PackageValuation + IM |
|---|---|---|---|
| Historical Financial Performance Analysis | Included | Included | Included |
| 5-Year Financial Projections | Included | Included | Included |
| Valuation Using DCF & Market Comparables | Included | Not included | Included |
| Valuation Report & Company Value Range | Included | Not included | Included |
| Company, Market & Business Model Profile | Not included | Included | Included |
| Information Memorandum Document | Not included | Included | Included |
| Teaser for Prospective Investors | Not included | Included | Included |
| Free Consultation | Included | Included | Included |
| Fee | Custom quote | Custom quote | Custom quote |
Final pricing depends on the valuation purpose, number of entities, and data availability.
What You Get
- Valuation report covering methodology, key assumptions, and the company’s value range
- An Excel financial model that you can use and update
- A professional information memorandum ready to share with prospective investors
- Results presentation and assumption review session with your team
What to Prepare
- Financial statements for the last 3 years, audited if available
- Business plan and future growth assumptions
- Shareholding structure and corporate legal documents
- Customer data and key contracts
- Management team profiles
- Valuation purpose and desired valuation date
Frequently Asked Questions
What is the difference between a valuation and an information memorandum?
A valuation determines what your company is worth. An information memorandum explains your business, market, performance, and growth plan to prospective investors or buyers.
Which valuation methods are used?
We commonly use discounted cash flow (DCF) and market comparables based on valuation multiples of similar companies. An asset-based approach is used when appropriate for the business. The rationale for the selected method is explained in the report.
Can the valuation report be used for OJK or court purposes?
Where a licensed Public Appraiser is legally required, the report must be issued by a KJPP. Tell us the purpose of the valuation during the assessment so we can direct you to the appropriate process.
How is our data kept confidential?
An NDA is signed before any data is shared, and your data is used only for the project.
Related Services
Our Process
Fill Out the Assessment Form
NDA Signing
Service Kick-off
Data Request & Collection
Data Processing
Data Verification
Report Delivery
Need help choosing the right package?
Discuss your business needs with our team — we'll help you find the right service and package, free of charge to start.
Start a Consultation