Financial services
Business and asset valuation
Valuation has become a key tool for entrepreneurs, investors, and corporate groups.
It is no longer just about knowing "how much a company is worth," but about deeply understanding the economic value of all its integral elements: brands, contracts, physical assets, financial holdings, technology platforms, among others.
In our approach, valuation is not an isolated exercise. We analyze each case from a comprehensive perspective, incorporating financial, tax, accounting, operational, and legal variables. We provide clarity at key moments: from negotiation or restructuring processes to regulatory compliance or defense against audits.
With every client, we look for more than a number: We deliver a reliable, technical foundation for high-impact decisions.
Transactional Valuation establishes common ground, revealing the drivers of value and helping inform decisions in acquisitions, mergers, or partnership changes.
We determine value using methodologies such as DCF (Discounted Cash Flow) and market multiples, assess the context of the transaction considering risks, conditions, and projections, and identify adjustments for working capital, debt, and contingencies.
Tax Valuation ensures compliance with regulatory requirements and avoids tax risks in restructuring, disposals (sales/transfers), or donations.
We determine fair value in accordance with tax regulations, apply methodologies accepted by tax authorities, and align the valuation with the applicable tax treatment.
We perform clear valuations supported by robust methodologies to comply with IFRS (International Financial Reporting Standards) or US GAAP, which is crucial for acquisitions, reorganizations, or impairment testing.
We value tangible and intangible assets in acquisitions or mergers, prepare impairment tests with consistent projections and rates, and assist in the classification and measurement of assets based on their nature.
In litigation or audits, having solid technical support is key to achieving a favorable outcome and avoiding additional costs.
We strengthen valuation studies for their defense, issue technical opinions in judicial or arbitration proceedings, prepare reports and testimonies explaining the methods applied, and rebut opposing valuations through methodological analysis.
Intangible assets such as brands, software, and customer relationships represent a large part of the real economic value of companies. Their valuation requires technical analysis and operational understanding.
In our intangible asset valuation service, we analyze and determine the value of those non-physical assets that generate competitive advantages and contribute directly to the growth of your business.
These include brands and trade names, platforms and software, customer relationships and contracts, as well as concessions, licenses, patents, and know-how. Our approach combines internationally recognized methodologies with a deep understanding of the market to deliver accurate and reliable results.
The follow-up provided throughout the entire process is constant and highly precise. Their commitment to completing every stage is evident, as is the high level of professionalism with which they approach each project.
Their working approach builds trust from the outset, and the results clearly reflect their serious and responsible focus. The way they commit and deliver on their promises is truly exemplary.
Working with their team has been a positive experience from start to finish. From the very first contact, they demonstrated a high level of professionalism, attention to detail, and clarity in communication.
We believe the work they deliver reflects technical knowledge, commitment, and seriousness. The results we obtained were completely aligned with our expectations, which confirms the quality and effectiveness of their services.
It was my first time dealing with transfer pricing. The attention and follow-up were excellent and appropriate.
Our corporate office in San Diego requested that we complete the transfer pricing study. Previously, our company's accounting was handled by an external firm, and they were the ones who recommended Grupo Consultor EFE to us. This is our 2nd consecutive year working with you, and so far, we have successfully completed the transfer pricing study on time and in accordance with the requirements.
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