Sample report

See what you’re buying before you buy.

A complete Detailed valuation report for a fictitious mid-market software business – identical in format and depth to what you’d receive. 20 pages, all four methodologies, full scenario XLSX, executive summary.

Download sample PDF (2.8 MB) See table of contents

Visual preview

What the report actually looks like

Clean, professional, share-ready. Designed to sit alongside material from corporate finance advisors and be taken seriously by anyone reading it.

Page 1 · Executive summary with headline valuation
Page 11 · Full DCF working with every assumption shown
Page 15 · 8-driver score with specific recommendations
Page 17 · Three scenarios with sensitivity to each driver

Illustrative preview. Your actual report uses your own financials, industry, and business profile.

What’s inside

Full table of contents

The Detailed sample contains every section. Standard reports omit the DCF, scenario analysis, risk assessment, and the share-ready executive summary PDF.

  1. Executive summary (share-ready PDF). One-page valuation range with headline reasoning. Designed to forward directly to a buyer, investor, or board member.
  2. Business overview. How we’ve characterised the business: industry, size band, business model, customer profile, competitive position.
  3. Financial summary. 3-year P&L, balance sheet, EBITDA bridge, working capital trends, cash flow analysis.
  4. Method 1 – Revenue multiple. Industry multiple, size adjustment, margin-quality adjustment, growth adjustment, final value.
  5. Method 2 – EBITDA multiple. EV/EBITDA multiple from industry comparables, margin-quality weighting, final value.
  6. Method 3 – Asset-based. Tangible plus intangible asset value, net of liabilities, going-concern adjustments.
  7. Method 4 – Discounted cash flow. 5-year projection, WACC build-up from CAPM, terminal value via Gordon Growth, sensitivity table on each assumption.
  8. Blended methodology weighting. Why the four methods have been weighted the way they have for this specific business.
  9. Industry benchmark comparison. Revenue, margin, growth, customer concentration, recurring revenue – compared against industry peers.
  10. 8-driver Value Builder Score. Financial performance, growth potential, monopoly control, recurring revenue, customer concentration, owner dependence, team health, switching costs. Each scored with specific recommendations.
  11. Scenario analysis. Best-case, base-case, and stress-case valuations with the drivers that move them.
  12. Risk assessment. Key risks to realising the headline valuation range and how each would affect the final number.
  13. Appendix A – Methodology notes. Published source references for every approach.
  14. Appendix B – Data sources. Damodaran industry data, IBISWorld industry reports, public comparable transactions.
  15. Appendix C – Scenario XLSX. Separate spreadsheet with every assumption live and editable.

Context

How this compares to what an accountant would deliver

For transparency, here’s the honest comparison. We’re specific about what’s the same, what’s different, and when you should hire an accountant instead.

What’s the same

  • The four valuation methodologies (Revenue, EBITDA, Asset-based, DCF)
  • Industry multiples and WACC inputs (both use Damodaran NYU Stern data)
  • Full working shown for every number
  • 8-driver value assessment framework
  • Sensitivity and scenario analysis

What’s different

  • No signed attestation by a qualified valuer (the core reason accountants cost more)
  • No bespoke peer-group identification through buyer databases
  • No meetings, calls, or iterative revisions
  • Delivered in 15 minutes, not 3–6 weeks
  • $399 vs £5,000–£15,000

When you need the accountant instead

  • HMRC or Revenue forms requiring a signed valuation (VAL231, CG34 over thresholds)
  • Court-ordered or divorce-settlement valuations where the report may be contested
  • Qualified appraiser required for IRS §1.409A-1(b)(5)(iv)(B) or estate/gift filings
  • CBV-signed valuation for large-scale CRA submissions
  • Pre-IPO valuations needing a regulatory-grade audit trail
  • See full jurisdiction-specific disclaimer
20
Pages in the Detailed report
4
Valuation methodologies applied
8
Value drivers scored and ranked
15
Minutes to delivery, typical

About the sample

Sample report questions

No. “Acme Software Ltd” is a fictitious mid-market SaaS business designed to show the full range of sections a real report would contain. All numbers are illustrative. Your own report uses your actual financials.
The Standard report is 14 pages instead of 20. It omits the DCF (Method 4), scenario analysis, risk assessment, and the share-ready executive summary PDF. The first three methodologies and the 8-driver summary are identical in format. See the pricing comparison table for a full side-by-side.
Yes, please do. Most accountants will tell you the methodology and working are what you’d expect to see from a mid-market corporate finance team’s internal valuation work. They’ll also point out – correctly – that it doesn’t carry a signed attestation, which matters for certain regulatory filings. Both things are true.
The retail sample is Valuion-branded. For accountants and advisors running reports for their own clients under a white-label arrangement, the branding is replaced with your firm’s logo and colours throughout. See the accountant page for details on the partnership programme.

Ready for your own?

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Start Detailed – $399 Or Standard – $199