Accountants and auditors

Value a client from its general ledger

Offer a valuation engagement without starting from scratch: CapFi reads the books, adjusts EBITDA and produces client-ready deliverables.

Valuing a clientIllustrative example

Your use cases

AnalysisReads the general ledger or tax return

EBITDA adjusted entry by entry, groups and non-calendar year ends included.

Valuation →
Method200,000 comparables

Transaction and listed-company multiples to support the value you retain.

Valuation →
DeliveryClient-ready deliverables

Formula-driven Excel, presentation and report, all linked together.

Valuation →

The right products

From ledger to valueValuation

A general ledger or tax return is enough: normalised EBITDA, comparables and client-ready deliverables.

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Database and appB2B Data

150 million companies with their accounts, shareholders, executives and a financial score out of 10. To target, assess and monitor.

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Frequently asked questions

What do I need to value a client?

A general ledger (FEC) or a tax return is enough. CapFi reads the accounts and normalises EBITDA entry by entry, groups and offset year-ends included.

What do we hand over to the client?

A formula-driven Excel model, a presentation and a report, linked together and ready to deliver.

How much does a valuation cost?

From €150 excl. VAT per file, or a firm-wide package depending on your volume.

Other profiles

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