PTENES
Private conversation
For accountants and advisors

When a client asks what the business is worth, you have the answer.

Meu Equity prepares the valuation study for your business owner clients, with the method and assumptions in writing, and presents the result in a meeting with you present. The client remains yours.

Refer a case

We start with one real case per firm, so you can see the work before any agreement.

Private meeting room at dusk, with two armchairs facing each other and the city behind.
Why accountants

You already know the numbers. The value is what is missing.

The accountant closes the books; a valuation looks at future cash, risk and comparable companies. The two complement each other, and owners usually ask first the person who already handles their accounts.

  • A client received an offer and wants to know whether the price is fair.
  • A partner wants out and nobody agrees on the value of their share.
  • The owner is thinking about succession or selling in the coming years.
  • Estate planning needs a reference value for the shares.
How it works

Four steps, with you present.

From the first description of the case to the presentation of the study to the client.

  1. 01

    You describe the case

    A short conversation about industry, size and goal. The client’s name comes in only after a confidentiality agreement.

  2. 02

    Conversation with the client

    We explain the study, the timeline and what will be requested. You take part if you wish.

  3. 03

    Study

    We start from the numbers your firm already prepares: EBITDA adjustments, three methods and a value range, in two to four weeks.

  4. 04

    Presentation

    A specialist presents the study to the client with you in the meeting. With the client’s permission, you receive a copy to follow the next decisions.

What changes for your firm

One more service for your client, without building a valuation team.

See a sample study
A technical answer
To the question the client already asks, with a study they can take to the negotiation.
The relationship stays yours
Accounting stays with you. Our work is the value of the company and the negotiation.
Material for the next conversation
The study explains every earnings adjustment: a basis to discuss with the client what to fix before selling.
Clear terms
Partnership terms are agreed in the first conversation, before the first case.

Clients ask the people they already trust. Answer with a number they can defend.

Tell us about your client’s case.

We reply within one business day. For the first conversation, industry, size and goal are enough; nothing that identifies the client.

Specialist team

Corporate finance and mergers and acquisitions

What is the case?

Questions

Frequently asked questions

Straight answers for owners thinking about valuing or selling their company.

Still have questions? Talk to a specialist
Do I need to give the client’s name to refer a case?

No. For the first conversation, industry, size and goal are enough. The name comes in after a confidentiality agreement.

Does Meu Equity do the client’s accounting?

No. Meu Equity prepares the valuation study and supports the purchase and sale of companies. Accounting stays with your firm.

How is the partnership compensated?

Terms are agreed in the first conversation, according to the type of work and the firm’s role in each case.

Which companies make sense to refer?

Profitable companies with years in business, whose owner faces a decision: an offer, a sale, succession or a change among partners.

Can the study be used as a formal appraisal in court or corporate proceedings?

Not in this format. When the purpose calls for a formal appraisal, we point to the right path in the first conversation.