Legally compliant company valuation

vectra document

Why is it so important to be able to value a company?

The value of a company is the basis for many key decisions – from transactions, company sales, company purchases or succession planning to tax issues or strategic corporate planning. A professional company valuation provides clarity, security, and transparency – for owners, investors, and successors alike.

Company value: Valuing your company correctly

Company valuation serves to determine the value of a company using key figures such as earnings power, cash flow, EBIT, EBITDA and net asset value. It takes into account the financial substance, future profits and market value of your company. For Swiss SMEs, GmbHs, AGs and family businesses, a realistic valuation shows what your company is actually worth, taking into account factors such as hidden reserves, deferred taxes and future profitability. Typical methods of company valuation are: Income approach (classic income approach or practitioner approach) Net asset value method (determines the sum of assets minus liabilities) Discounted cash flow method (DCF method)
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What we offer:

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Analysis & calculation

We analyze your annual financial statements, income statement and financial figures for your company. We calculate the company value using one or more valuation methods.
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Adjustment & adaptation

We adjust the income statement to correctly account for hidden reserves or extraordinary income. This provides a realistic view of the actual earning power and net asset value of your company.
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Valuation & documentation

We create a transparent valuation document with the calculation of the capitalized earnings value, net asset value and an overall estimate of the company value. We explain the advantages and disadvantages of the individual calculation methods.
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Consulting & succession

Our experts advise you on succession planning, company acquisitions or the sale of a company. We guide you through the valuation process, explain the capitalization rates and return expectations and show you how supply and demand affect the market value.

What you can expect:

Comprehensive consulting

In an initial meeting, we clarify the company-specific goals of your business valuation – whether for succession, sale, company takeover or internal value determination.

Legally compliant estimation of company value

We carefully calculate the company value based on transparent criteria using company valuation methods, thus creating an objective basis for informed decisions.

Individual support

From data collection to the final valuation, we accompany you every step of the way. We explain and prepare the results so that they can be used for negotiations, succession planning or bank discussions.

Clear prices

 A fixed price starting at CHF 1,500 (plus VAT), (depending on the size and complexity of your company)

How long does it take?

  • Usually 1–2 weeks, depending on the availability of your financial figures and the chosen valuation method.

Who is it for?

  • Entrepreneurs, start-ups and SMEs who want to determine the realistic value of their company.

What is achieved?

  • Realistic and comprehensible determination of the company's value
  • Legally compliant valuation in accordance with recognized valuation methods
  • Transparent basis for decision-making for company-specific succession, sale or negotiation.
  • Time savings and security through the support of experienced professionals

How can Vectra Advisors help?

Vectra Advisors are your first choice for consulting and conducting company valuations.
Our LAWYERS+ support you quickly and pragmatically with all your legal needs. Let’s talk and get started!

Your contact for this topic:

alex bardin

Alex Bardin, Legal Expert

alisa burkhard

Alisa Bernhardt, Legal Expert

Book a free, non-binding introductory call with us:

FAQ: Frequently asked questions about company valuation

That depends on the type of company. For SMEs, the practitioner method is often used, which is a combination of net asset value and income value. The DCF method (discounted cash flow method) is suitable for determining the value of a company with stable, predictable cash flows.

The net asset value corresponds to the equity according to the official balance sheet, plus hidden reserves and minus debts. The capitalized earnings value, on the other hand, is based on future profits and shows the sustainable earning power of the company.

They increase the actual asset value. They arise when assets are undervalued in the balance sheet or provisions are too high.

They are taken into account for adjustment purposes in the calculation of the capitalized earnings value.

The capitalization rate (or cost of capital) expresses the return expectations of investors. It is used in the income approach or DCF method to discount future cash flows to their present value.

The determination of the enterprise value depends on which valuation method is chosen. Depending on the method—such as the net asset value method, income approach or discounted cash flow method—either net asset value and income, cash flows or market value are taken into account. The cost of capital or capitalization rate is used to calculate future profits.