Morningstar Valuation Services leverages more than 30 years of Ibbotson’s cost of capital research to value privately owned companies and assets across industries. Consultants work directly with a firm’s accountants, attorneys, and financial advisors to get a first-hand understanding of a client’s business before building their custom analysis. The team combines what it learns with proprietary financial calculations and rigorously tests its conclusions before providing defensible business valuations and recommendations.
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Key Features
Valuations available for private companies, illiquid securities, options, patents, startups, royalties, and goodwill
Detailed valuation reports, walk-through of findings, and business recommendations
Ongoing support for estate planning, marital asset valuation, financial litigation, and financial reporting
On-site visit and thorough one-on-one discussions
Full financial statement modeling
Proprietary risk calculations include the cost of capital, Morningstar® Economic Moat™ Rating, Morningstar® Cash-Flow Cushion™, and Distance to Default
Peer group and industry comparisons
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