Products

• Company valuation on the basis of standard market methods (discounted cash flow and multiple methods).
• Plausibility check of an existing or initial preparation of a multi-year, integrated business plan (P&L, balance sheet, cash flow, working capital).
• Preparation in the form of a valuation memorandum including a detailed description of all planning assumptions, the applied business valuation methods as well as the valuation outcome.

• Entrepreneurs
• Shareholders
• Managing Directors, CEO, CFO
• Corporate development / M&A departments of groups of companies

• € 12,750 plus VAT.
  In the case of complex valuations with several corporate entities to be valued separately or companies with different business activities in different industry sectors, the fee shall be increased according to estimated additional expenses in accordance with prior individual agreement with the client.

• Definition of search criteria in a joint workshop with the client for the search of suitable target companies (e.g. industry segment, financial ratios, customer structure, geographic focus technology competence, patent activities).
• Identification of suitable target companies based on the defined search criteria in Germany and abroad (depending on the client’s preference).
• Determination of relevant data on the identified target companies via Z&C’s accessible databases and financial information services Standard & Poors CAPITAL IQ, ACURIS Mergermarket, Bureau van Dyk MARKUS.
• On request, collection of information on worldwide patent activities of companies through the strategic partnership with the Cologne-based patent law firm Kutzenberger Wolff & Partner (e.g. for targeted search of technology competencies or assessment of potential market entry barriers).
• Involvement of Geneva Capital Group’s international partner network to identify suitable target companies in international target markets.
• Evaluation and prioritization of the identified target companies according to jointly defined criteria using the scoring tool developed by Z&C.
• Presentation within the scope of a target list presentation with the desired and pre-defined level of detail.

• Entrepreneurs
• Shareholders
• Managing Directors, CEO, CFO
• Corporate development / M&A departments of groups of companies
• Family offices, Private equity sponsors
• Management buy-in candidates

The costs for the preparation of a target list are:

• Upon request

• Preparation and execution of an M&A workshop (approx. 1/2 day) with the following contents (individual adaptation possible after prior consultation):

• The workshop can be conducted via video conference (Zoom, Microsoft Teams).

• Managers and shareholders of companies who deal with issues relating to the acquisition and sale of companies
• Managers responsible for strategy and M&A in corporate groups or medium-sized companies
• Corporate lawyers
• Banks

• The cost for the Workshop “M&A in practice” including preparation is € 3,900 plus VAT.

• Preparation and execution of a workshop (approx. 1/2 day) with the following contents (individual adaptation possible after prior consultation):

• Basics of the DCF method, the capitalized earnings method and valuation with multiples (Comparable transactions, Comparable listed companies).
• Functioning and application of the valuation methods
• Determination and calculation of the relevant input factors for the application of the methods(e.g. EBIT, EBITDA, free cash flow, discount factors, cost of capital)
• Key parameters of a company valuation
• The difference between price and value of a company
• Possibilities to optimize the value of a company

• The workshop can be conducted via video conference (Zoom, Microsoft Teams).

• Entrepreneurs
• Shareholders
• Managers and shareholders of companies who deal with issues relating to the acquisition and sale of companies
• Managers responsible for strategy and M&A in corporate groups or medium-sized companies
• Corporate lawyers
• Banks

• The cost for the Workshop Company Valuation including preparation is € 3,900 plus VAT.