Purpose-specific valuation services
One evidence-led workflow. Built around the decision you need to make.
WorthPrism combines AI-assisted evidence preparation with deterministic financial analysis and accountable professional review. Scope, standards, intended users and reliance are defined for each engagement.
01Fundraising & investor discussions
A clear valuation narrative for capital conversations, boards and existing shareholders.
Scope can include forecast review, capital structure, scenario analysis, market evidence and investor-facing explanation.Explore this service02M&A & transaction valuations
Decision support for acquisitions, disposals, combinations and transaction planning.
Assignments may include income, market and transaction approaches, normalization analysis and scenario reconciliation.Explore this service03409A & equity compensation
Purpose-specific private-company equity analysis through an appropriately staffed specialist engagement.
Scope, reviewer, qualifications, standards, timing and reliance language are confirmed before the engagement begins.Explore this service04Financial reporting
Valuation analysis for reporting-related decisions and complex financial instruments.
The intended accounting use, applicable framework, management responsibilities and auditor interaction are scoped explicitly.Explore this service05Tax & shareholder planning
Purpose-specific valuation work for ownership, succession and shareholder decisions.
Tax-related assignments are accepted through a separately defined engagement with the required professional expertise.Explore this service06Portfolio valuations
Consistent valuation workflows across multiple holdings, periods and decision-makers.
WorthPrism can structure repeatable evidence, assumptions, calculations, review states and period-over-period change analysis.Explore this service07Partner buyouts & succession
Transparent analysis for ownership transitions, buy-sell discussions and succession planning.
Reports can distinguish enterprise value, equity value, ownership interest and the assumptions relevant to the specific decision.Explore this service08Litigation & dispute support
Specialist-scoped valuation analysis for disputes and other high-scrutiny situations.
Expert role, jurisdiction, intended users, evidentiary requirements and report form are agreed before acceptance.Explore this service09Intangible assets
Analysis of brands, technology, customer relationships and other identifiable intangible assets.
The selected relief-from-royalty, excess-earnings, cost or other approach depends on purpose and available evidence.Explore this service10Complex capital structures
Scenario and allocation analysis for multiple share classes, preferences and contingent outcomes.
Assignments can incorporate waterfall, probability-weighted, option-pricing and other purpose-appropriate frameworks.Explore this service Not sure which scope fits?
Start with the decision, not the package.
Tell us the intended use, users, valuation date, ownership interest and deadline. The engagement letter should identify the appropriate work product, professional responsibility and permitted reliance before work begins.
Create an engagement brief