Our expertise
Business advisory expertise: valuation, strategy and transfer.
Understand business value, implement a plan or prepare a transfer. Three areas of work, engaged according to your needs.
VAXIA coordinates firm work around the questions to answer. Not every specialist participates in every engagement. Responsibilities and deliverables are agreed with you before starting.
01 — Zen Valuations · Dartmouth
Business valuation
What value should be considered, based on which information and assumptions?
Zen Valuations describes valuation work for businesses, shares and assets. The analysis draws on financial and non-financial information, business context and the intended use of the valuation. The level of work and report type are defined according to the need.
Dartmouth presents expertise in valuation and transaction advisory: private businesses, investments, intangible assets, transactions, financial reporting and disputed matters. These contexts require clearly stated assumptions, risks and limits to the conclusion.
A value conclusion is not a guaranteed sale price. Transaction price and terms also depend on the buyer and negotiation.
Work within the engagement
- 01Define what is being valued, the valuation date and its intended use.
- 02Examine relevant results, forecasts, assets and risks.
- 03Value a business, shares or assets according to the agreed work.
- 04Document the methods, assumptions and limits of the analysis.
To prepare your next steps
- 01An explained basis for discussing a sale, transfer or investment.
- 02The assumptions and information that could change the assessment of value.
- 03An analysis or professional report with scope defined in the engagement.
Related solutions
Firm overview : Zen Valuations · Firm overview : Dartmouth — valorisation / valuation
02 — 1+1
Strategy and execution
Which priorities should you choose and how will your team implement them?
1+1 starts by assessing the situation: financial results, how the management team works, organization and obstacles to execution. The aim is to verify the problem to solve before proposing a plan.
The work links strategic choices to financial resources and execution. Priorities become assigned actions, tracked through objectives and indicators. Governance and management meetings review results and adjust the plan.
Assessment and support are adapted to the engagement. No growth rate or increase in value is presumed.
Work within the engagement
- 01Examine results, constraints and how the management team operates.
- 02Define growth choices, positioning and priorities.
- 03Connect the plan with investment and available resources.
- 04Assign responsibilities and establish progress measures and review meetings.
- 05Adapt governance and delegation practices to the business’s needs.
To prepare your next steps
- 01An assessment that separates reported problems from causes to address.
- 02An action plan with priorities, responsibilities and indicators.
- 03A review schedule with management to examine progress.
Related solutions
03 — Cardinal M&A
Business sale and transfer
Should you sell, transfer or wait, and what needs preparation before you commit?
Cardinal M&A supports owners in comparing sale and transfer options. Work starts with the owner’s objectives, the role they want to retain, intended timing and the business’s readiness.
If a transaction is chosen, work may include preparing information, finding buyers, marketing the business, comparing offers and negotiating. The process considers payment terms, conditions and transition, not only the headline price.
The decision may also be to wait or keep the business. No sale, buyer or closing date is guaranteed.
Work within the engagement
- 01Compare sale, succession and transfer scenarios against your objectives.
- 02Organize financial information and documentation for due diligence.
- 03Define confidentiality arrangements before approaching buyers.
- 04Find and qualify buyers according to the agreed engagement.
- 05Compare offers and support negotiation, closing and transition.
To prepare your next steps
- 01A transfer scenario and the preparation work to undertake.
- 02The terms and consequences of the offers presented.
- 03Defined responsibilities for transaction and transition stages.
Related solutions
Work defined for your situation.
Specialists, analysis scope and documents to produce depend on the engagement. An area of expertise does not automatically mean a particular professional report. No price, financing, transaction timeline or outcome is guaranteed. Legal and tax questions are examined with the relevant professionals.
What work do you need to prepare?
Describe your situation and the questions to examine. The form prepares a draft you can copy; it does not send it to VAXIA.