B Value Consulting / Financial Valuation

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.


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.


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


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


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.


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


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.


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


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.


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

[email protected]

Alejandra Prado Director

[email protected]

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

B Value Consulting / Financial Valuation

Economy & Finance

Transcript of B Value Consulting / Financial Valuation