Business Valuation & Custom Reports
Take the first step towards financial clarity, strategic capital planning, and business success. Whether you’re starting a business, raising investment, or safeguarding your wealth, our advisors are here to guide you.
What is Business Valuation & Custom Reports?
The Business Valuation & Custom Reports service by Epiidosis Global Finance is a professionally curated offering designed to deliver institution-grade valuation insights for startups, SMEs, and growth-stage companies. Each report is meticulously prepared by our team of valuation experts, financial analysts, and investment advisors, ensuring alignment with global standards such as IVS (International Valuation Standards), IFRS, and DCF-based methodologies.
This service is not just about numbers — it is a strategic exercise that reveals a company’s economic worth, growth potential, market standing, and investment appeal, tailored to different use cases: investor fundraising, internal planning, mergers/acquisitions, ESOPs, or regulatory filings.
Investor Trust
By anchoring debt securities to real assets
Capital Efficiency
Attract larger ticket sizes from conservative investors
Regulatory Clarity
Meets global compliance norms (IFRS, Basel III, ESMA, SEC, etc.)
Credit Enhancement
Improves credit rating and placement appeal
Core Deliverables
Securities Structuring
- Asset-Backed Bonds
- Convertible/Non-Convertible Debentures
- Promissory Notes with Guarantees
- Tranche & Maturity Design
- Coupon Mechanisms & Payment Waterfalls
- Risk Tranching (Senior, Mezzanine)
Custodian Engagement
- Certified 3rd-party Custodians
- Regulated by DFSA, SEBI, FCA, ESMA
- Custody for Gold, Real Estate, Receivables
- Custodian-Managed Release Mechanisms
Asset Valuation
- Accredited Third-party Valuation
- Certification of Ownership
- Liquidity & Marketability
- Legal Clean Title
Compliance Mapping
- Securities Issuance Mapping
- Private Placement Docs
- Cross-border Regulation (SEC, SCA, SEBI)
- KYC/AML Templates & Due Diligence
Investor Documentation
- Subscription Agreements
- Investment Summaries & Term Sheets
- Trustee Appointments
- Institutional Round Packaging
Operational Roadmap
- Issuance Timelines
- Legal, Custodian, Auditor Alignment
- Investor Onboarding
- Stakeholder Protocols
Who Should Use This Service?
Timelines & Milestones
| Phase | Milestone | Duration |
|---|---|---|
| Phase 1 | Discovery & Asset Qualification | Week 1 |
| Phase 2 | Custodian Coordination & Valuation | Week 2–3 |
| Phase 3 | Structuring & Documentation | Week 4–6 |
| Phase 4 | Regulatory Mapping & Compliance Setup | Week 6–8 |
| Phase 5 | Final Offering & Launch Readiness | Week 8–10 |
Regulatory Alignment
This service is delivered in full compliance with:
Basic
Standard
Advanced
Optional Add-Ons:
- Investor Roadshow & Placement Assistance – from $5,000
- Legal Vetting in ADGM/DIFC – from $7,500
- Custodian Fee (pass-through) – as per custodian
