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Investment Advisory & Business Valuation Services

Investment advisory and business valuation services by CA Shiwali in Delhi NCR

Investment Advisory & Business Valuation Services

Planning to invest in a business or bring in a partner?
Before you commit your money, you need to know one thing clearly:

👉 Is the valuation fair?

At CA Shiwali (cashiwali.com), we provide professional Investment Advisory & Business Valuation services to help you make informed and profitable decisions.


💼 Who Needs This Service?

Our valuation and advisory services are ideal for:

  • Investors planning to invest in an existing business

  • Business owners bringing in a partner

  • Startup founders raising funds

  • Individuals buying or selling a business

  • Proprietorships converting into partnerships or companies

  • “If you are investing ₹50 lakh to ₹5 crore in a business, professional valuation becomes critical.”


📊 What We Do

We don’t just prepare a report — we help you avoid costly mistakes.

Our service includes:

✔️ True Business Valuation (Pre & Post Investment)
✔️ Asset & Inventory Verification (including risk analysis)
✔️ Profitability & Financial Analysis
✔️ Goodwill & Intangible Valuation
✔️ Fair Ownership % Recommendation
✔️ Investment Risk Assessment
✔️ Negotiation Support (if required)


⚖️ Our Valuation Approach

We use multiple professional methods to ensure accuracy:

  • Net Asset Value (NAV) Method

  • Earnings / Profit Multiple Method

  • Discounted Cash Flow (DCF) (if applicable)

This ensures that your investment decision is backed by data, logic, and professional expertise.


🚨 Why This Is Important

A wrong valuation can cost you ₹10–50 lakhs or more.

Many deals are based on:

  • Overstated inventory value

  • Unrealistic goodwill

  • Inflated future projections

👉 We help you identify the real value — not just the claimed value.


📄 What You Will Receive

  • Detailed Business Valuation Report (PDF)

  • Fair Value of Business

  • Recommended Investment Amount

  • Suggested Ownership %

  • Key Risk Factors

  • Professional Opinion for Decision Making


  • Frequently Asked Questions (FAQs)

    1. What is business valuation and why is it important before investing?

    Business valuation determines the fair market value of a business based on its assets, profitability, and future potential. It helps investors avoid overpaying and ensures a fair ownership structure before entering into a deal.


    2. How is the value of a business calculated?

    Business value is calculated using methods like Net Asset Value (NAV), earnings multiple, and discounted cash flow (DCF), depending on the nature, size, and financials of the business.


    3. Is ₹1 crore investment for 50% partnership fair?

    It depends on the actual valuation of the business. If the pre-investment value is ₹1 crore, then 50% for ₹1 crore is fair. However, if the business is overvalued or profits are low, the investor should negotiate for a higher stake.


    4. What documents are required for business valuation?

    Key documents include financial statements, income tax returns, balance sheets, inventory details, asset list, liabilities, and any existing business agreements.


    5. How much does a business valuation service cost in India?

    Professional business valuation services typically range from ₹50,000 to ₹1,00,000 depending on the complexity, size of the business, and scope of advisory involved.

  • 6. What is pre-money and post-money valuation?

    Pre-money valuation is the value of a business before investment, while post-money valuation is the value after adding the investor’s funds. This helps determine how much ownership an investor should receive.


    7. How do I know if I am overpaying for a business?

    You may be overpaying if the valuation is based only on assets or future promises without strong profitability. A proper financial and risk analysis helps identify the fair price.


    8. What factors affect business valuation in India?

    Key factors include profitability, assets, liabilities, market conditions, industry type, growth potential, and dependency on the owner.


    9. Can business valuation help in partnership disputes?

    Yes, a professional valuation helps determine fair value and ownership share, which can be useful in resolving disputes or restructuring partnerships.


    10. Is business valuation required for legal or tax purposes?

    In many cases, valuation is required for income tax compliance, capital gains calculation, and legal documentation during business transfer or restructuring.


    11. How long does a business valuation take?

    Typically, it takes 5 to 10 working days depending on the availability of financial data and complexity of the business.


    12. Do you provide valuation for small businesses and proprietorships?

    Yes, we provide valuation services for small businesses, proprietorships, startups, and growing enterprises.


    13. What is goodwill in business valuation?

    Goodwill represents the intangible value of a business such as brand reputation, customer base, and market presence.


    14. Can valuation help in raising investment or funding?

    Yes, a proper valuation report helps justify your business worth to investors and improves credibility during funding discussions.


    15. What happens if business records are incomplete?

    In such cases, valuation can still be done using available data, industry benchmarks, and reasonable assumptions, but accuracy may be affected.


📞 Get Expert Advice Before You Invest

Don’t invest blindly based on assumptions.
Let a professional Chartered Accountant evaluate the deal for you.

📲 Call / WhatsApp: 9266032777
🌐 Website: cashiwali.com


⭐ Why Choose CA Shiwali?

  • Experienced in capital gains & financial structuring

  • Practical, deal-focused advice (not just theory)

  • Transparent and professional approach

  • Trusted by clients across Delhi NCR


👉 Book your consultation today and make smarter investment decisions.

Planning to invest in a business? Get expert investment advisory and business valuation services by CA Shiwali to ensure fair valuation and avoid costly mistakes.

We help investors and business owners determine accurate business value, ownership percentage, and risk factors before entering into partnerships or investments.

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