The value of companies is assuming a growing importance in the management of organizations, since the creation and maintenance of this same value is a key factor for the success in the acquisition of new partners, negotiation with investors / financiers, and such as mergers and acquisitions.
Based on this reality, Beon has developed a methodology for evaluating companies, parts of companies or investment projects that allows its clients to carry out business transactions, with the guarantee of better decision making, as well as the best throughout the negotiation process.
The ultimate objective of evaluating a business or company is the preparation of a technical file necessary to attract interest and potential investors and financiers of a company.

Get in touch with us and know our method of work.

1) Equity Optics – It is based on the valuation of the assets of the company, adjusted to the current market value. These assets will then be deducted from the liabilities, obtaining the value of equity. This method is mainly used in companies with high assets, particularly when there are companies in the retail or industrial sector.

This process considers the following data, whose sum determines the market value:
• FMV/FA (Fair market value of fixed assets and equipment) – This is the price paid in the free market to buy similar assets or equipment;
• LI (Leasehold improvements) – Leasehold improvements;
• OB (Owner benefit) – Salary earned by the management of the company by the owner;
• I (Inventory) – Value of inventory, including raw materials, products in process of manufacture and goods or finished products.

2) Income Optics – Discounted Cash-Flows: It requires a preliminary work in the development of a projection for the coming years based on a certain strategy, conditioned by the envisaged environment. The ultimate goal will be to obtain a value range based on the DCF (Discounted Cash-Flows) method. A method often used to evaluate businesses whose value comes from their ability to generate cash flow and profit.

3) Market Optics – Market Multiples Method: The value is determined by the market or by reference to the value of similar comparable companies, through market average multiples applied to a certain cash flow. This method determines the value of a business by using an “industry average” sales value as a multiplier. The industry average is based on comparable businesses sold recently. As a result, an industry-specific formula is generated, usually based on a multiple of gross sales.

Beon advises on the sale of the capital of a company, from the definition of the strategy of sale, looking for potential buyers, negotiating with them and closing the transaction.

Most common motivations for selling a business or business:

– Absence of successors at the time of retirement of managing partners;
– Difficulties in treasury;
– Disinvestment strategy in sectors outside the core business;
– Financing of other operations;
– Incompatibilities of management and dissidence of shareholders / shareholders;
– Needs to fit capital to make investments.

1) Structuring the Operation
– Company analysis
– Definition of the target price, terms and conditions of sale
– Elaboration of Sales Dossier / Evaluation Report

2) Promotion of Operation
– Promotion and dissemination of the operation
– Buyer search
– Evaluation of potential buyers
– Exchange of information / documentation

3) Negotiation and Closing
– Negotiation process
– Due diligence
– Final reviews
– Close transaction / transaction

If you want to sell your company, it is very important …

1. Know how to recognize the true degree of interest of the potential buyer as soon as possible, as well as whether the buyer has the financial capacity to carry out the transaction.
2. Knowing what information can and should be made available to the potential buyer, how it should be provided and when it should be delivered, in order to safeguard the maximum confidentiality and secrecy of the process.
3. Take the utmost precaution, so that your intention to sell in the market and in particular in your sector, nor your Stakeholders (customers, suppliers, employees, State, among others) is not divulged.
4. Do not neglect at any time the current management of your business, so that the value of the company is not affected by the course of the process.
5. Give an exclusive sales mandate to specialized consultants who can establish the necessary contacts and generate a shortilist of potential buyers.
6. Be well advised to know how to negotiate the guarantees and conditions of payment within the agreed period and all the implicit legal aspects of the transaction (eg purchase and sale agreement).
7. Try to get proposals from several potential buyers, in order to have choice and greater margin of maneuver in the negotiations;
8. Ask for a technical and independent assessment of the company, even if it has an idea of the desired price, so that the requested price does not make the negotiations unfeasible because it is inappropriate to the reality of the company / sector.
9. Consider at all times the human aspects of the operation, such as the relationship with suppliers, employees and customers.

Beon ensures the structuring of the entire acquisition operation, from the definition of the purchase criteria, to the search for “target” companies, negotiation and closing of the operation.

Most common strategic motivations for buying a business:
– Acquisition of new technologies
– Consolidation
– Geographic expansion
– Extension of products or markets
– Incorporation of Research & Development (know-how)
– Elimination of barriers to entry into niche markets or specific sectors
– Annulment of undesirable competitors

1) Structuring the Operation
– Analysis of purchase objectives
– Definition of acquisition criteria / profile

2) Promotion of Operation
– Search for “target” purchasing companies
– Exchange of information / documentation
– Qualification of identified target companies

3) Negotiation and Closing
– Management of the negotiation process
– Final process reviews
– Definition of the financing strategy
– Transaction