Financial Valuations

Financial Valuation is the process of estimating the monetary value of an asset, whether tangible or intangible.

 

We have conducted hundreds of financial valuations and fairness opinions over time to assess the value of an operating asset or to confirm to business owners whether the offer they received for their business is appropriate.

 

Conducting a financial valuation is both a science and an art. A science because it is based on recognized methodologies, used by experts worldwide. An art because multiple assumptions and criteria are to be made, many of which are subjective, depending on the financial situation, macroeconomic factors, and business environment.

 

At Asesores en Finanzas, we present, in our valuation reports, a detailed analysis of value based on various conventional methods of valuation to which we add our know-how and understanding of the regional market and its peculiarities. We present an estimated value that is based on our knowledge of the local market rather than on theoretical valuation technics.

 


Advisory to Family Groups

Operating under the highest standards of confidentiality and professionalism, we advise the owners and shareholders of family businesses in the Central American and Dominican Republic region. Our team helps achieve optimal asset portfolio management through tailor-made financial strategy. We understand that every company and every family group is different and that each client requires a different range of financial solutions.

 

As external and independent advisers, we often offer a new and objective perspective on important issues that arise as family businesses grow and new opportunities present themselves.

 

We provide personalized and strategic advice on such important matters as wealth preservation, portfolio diversification, financial valuation, and succession planning, as well as supporting the evaluation of investment opportunities and providing strategic financial advisory.

 


© 2020 | Asesores en Finanzas | Tel: +502 2490-2066 | +1 650-690-2066
Edificio Design Center | Torre II, Oficina 709 | Diagonal 6, 12-42, zona 10 | Guatemala, Central America