A Market Analysis is a decision making tool that helps business owners evaluate and understand their relative value in the market place. A Market Analysis determines not only how much a client's company is worth (financial value), but also how much the market would pay (fair market value) and what value components increase its value. A Market Analysis also identifies characteristics of a potential financial and strategic acquirer.
The Malibu Group offers three levels of Market Analysis.
Market Analysis - Level III
The most exhaustive Market Analysis is the Level III Comprehensive Market Report, which includes a Detailed Value Analysis, Comprehensive Market Research and an Acquirer Profile.
The Detailed Value Analysis is a Level II valuation of the client's business. The Malibu Group's certified valuation expert performs a custom, in-depth, independent assessment of the business by using a comprehensive suite of certified appraisal methods. The result is a reliable determination of financial value.
The second component of a Level III Comprehensive Market Report is Comprehensive Market Research. This thorough research evaluates market and industry trends that could impact the business' value. This analysis utilizes proprietary transaction databases and evaluates recent public and private industry transactions as well as their financial structures. This level of research includes original market surveys of industry experts, analysts, trade associations, private equity firms and competitors. This research gives clients insight into what is driving market rewards and makes them aware of the attributes that make them a more attractive acquisition candidate.
The final component is an Acquirer Profile. The Acquirer Profile gives clients an overview of what would qualify a potential financial or strategic acquirer.
Clients who choose a Level III Comprehensive Market Report will receive the following:
- An independent financial valuation of the company
- An estimated fair market range-of-value
- Synopsis of market trends and opportunities
- Summary of similar, relevant, and completed transactions
- Summary of discussions with industry experts, analysts, trade associations, private equity firms and competitors
- An overview of the characteristics of potential financial and strategic acquirers
Market Analysis - Level II
The Level II Detailed Market Analysis provides detailed valuation and research insight for businesses desiring to understand their fair market value.
The Level II Detailed Market Analysis includes the Level II Detailed Value Analysis. The research focuses on evaluating market and industry trends that could impact the business' value. This research utilizes proprietary transaction databases and evaluates recent public and private industry transactions as well as their financial structures.
The Level II also includes an Acquirer Profile. The Acquirer Profile gives clients an overview of what would qualify a potential financial or strategic acquirer.
Clients who choose a Level II Detailed Market Analysis will receive the following:
- An independent financial valuation of the company
- An estimated fair market range-of-value
- Synopsis of market trends and opportunities
- Summary of similar, relevant, and completed transactions
- An overview of the characteristics of potential financial and strategic buyers
Market Analysis - Level I
The Level I Market Consultation is for clients who want to obtain a general understanding of their value as it relates to current market. The Market Consultation includes a Level I Valuation and research of existing information about the current market and market dynamics.
Clients who choose a Level I Market Consultation will receive the following:
- A Level I Valuation Consultation
- Overview of market trends and opportunities