FINANCIAL VALUATION & ADVISORY SERVICES CORPORATE PRESENTATION Campos Elíseos 400 Piso 6 Polanco Chapultepec, 11560 México, D.F. www.bvalueconsulting.com
Jun 25, 2015
FINANCIAL VALUATION & ADVISORY SERVICES
CORPORATE PRESENTATION
Campos Elíseos 400 Piso 6 Polanco Chapultepec,
11560 México, D.F.
www.bvalueconsulting.com
© 2013 Building Value Consulting, S.C – All rights reserved.
is an independent firm specialized in providing
financial valuation and related advisory services.
© 2013 Building Value Consulting, S.C – All rights reserved.
Equipo Ejecutivo
Adriana Berrocal, ASA BV/IA Accredited Senior Appraiser en Valuación de Negocios y de Activos Intangibles
With over two decades of consulting and technical experience including Valuation Services, Transaction Support and Corporate Finance, Adriana is the first person in Latin America to obtain the designation as Accredited Senior Appraiser in Intangible Assets from the American Society of Appraisers (ASA).
Adriana has led hundreds of projects in more than ten countries, including the supervision of large, complex multidiscipline engagements regarding businesses (as a going concern or assets' based), real property, machinery and equipment, and intangible assets.
Alejandra Prado
Alejandra has over eight years of experience in valuation and financial analysis. She has rendered numerous valuations of businesses and intangible assets for financial reporting standards (mainly Impairment Testing and Purchase Price Allocation), corporate tax planning, tax restructuring, mergers and acquisitions, reorganization, lost profit calculations and economic damages analysis for litigation. She also has extensive experience handling the intangible assets treatment in the IFRS adoption procedure.
© 2013 Building Value Consulting, S.C – All rights reserved.
Experience
• Automobiles and Auto Parts • Building and Construction
Materials • Chemicals
• Energy
• Financial Services • Food, Beverage and Tobacco
• Healthcare and Pharmaceuticals
• Hotels, Restaurants and Leisure
• IT and Telecommunication Services
• Retail • Transportation • Other industries
© 2013 Building Value Consulting, S.C - All rights reserved.
SERVICES
We offer specialized valuation services for:
• Financial Reporting • Tax Management • Transaction Advisory • Litigation Support • Corporate Planning • Intangible Assets
© 2013 Building Value Consulting, S.C – All rights reserved.
Valuations compliant with International Financial Reporting Standards (IFRS), US General Accepted Accounting Principles, Mexican Financial Reporting Standards and other local standards for many countries.
FINANCIAL REPORTING
© 2013 Building Value Consulting, S.C – All rights reserved.
TAX MANAGEMENT
We perform valuations of close corporations, fractional business interests, and intellectual property for: 1. Internal restructurings 2. Transaction planning
Our experience in providing independent, objective value analysis and reports serves to minimize authorities audit risk.
© 2013 Building Value Consulting, S.C – All rights reserved.
TRANSACTION ADVISORY
We support clients from the initial stages of a deal through the periodic impairment testing of acquired assets
and beyond:
1. Acquisition pricing analysis 2. Fairness Opinion 3. Solvency Opinion 4. Preliminary Purchase Accounting 5. Estimation of value-added synergy
potential
© 2013 Building Value Consulting, S.C – All rights reserved.
LITIGATION SUPPORT
Valuations of businesses and intellectual property assets, as well as the quantification of: • Business Damages and Lost Profits • Economic Loss for breach of contract • Shareholder disputes • Fraud • Restructures • Arbitration and mediation As well as pre-trial support, expert witness testimony, preparation of direct and cross-examination questions.
© 2013 Building Value Consulting, S.C – All rights reserved.
CORPORATE PLANNING
The valuation process, besides quantifying the worth of your business or business assets, can help you to identify which factors influence value and support the strategies to preserve and grow that value.
1. Feasibility Studies 2. Financial Modeling and Forecasting 3. Business succession planning
© 2013 Building Value Consulting, S.C – All rights reserved.
INTANGIBLE ASSETS
Customer or supplier related
• Customer lists • Servicing
contracts (e.g. office lease)
• Licensing agreements
Technology based
Marketing related
• Software • Patents • In-process
Research and Development
• Trademarks and Trade Names
• Non-compete agreements
We routinely perform valuations of the following intangible assets:
• Employment agreements
• Assembled Workforce
Human Capital related
© 2013 Building Value Consulting, S.C - All rights reserved.
Quality
Our success is founded in our
passion for quality.
Our Values
Independence
We are independent and prize our
integrity.
Client-focus We take a long-term
view in our relationships with our
clients.
Teamwork
We work in cooperation to achieve shared
success.
© 2013 Building Value Consulting, S.C – All rights reserved.
The difference
• Over 25 of professional experience.
• Senior-level attention from the beginning to the end of each project.
• We address clients’ needs individually to ensure that we provide the most appropriate advice considering the stage on their business life cycle, size, and resources.
• We help our clients to identify, understand and leverage the economic value of business enterprises and its assets (tangible and intangible)
• Ample industry knowledge.
• We use professional best practices and generally accepted valuation methods.
• Well-documented opinions and reports that are prepared to withstand rigorous scrutiny from clients and their advisors, audit and regulating examinations.
• We do not offer audit, tax planning, legal, insurance, or securities brokerage. As a result, we do not have conflicts of interest.
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Adriana Berrocal, ASA BV/IA Managing Director
Alejandra Prado Director
Building Value Consulting, S.C. Campos Elíseos 400, Piso 6,
Polanco Chapultepec, Miguel Hidalgo, 11560, México D.F.
T. +52(55) 5980 6333, +52(55) 6567 0539 [email protected] http://bvalueconsulting.com
@BValueC