At some point, many businesses will need an internal or external valuation, either for a specific transaction, accounting needs, legal proceedings or as the result of regulatory requirements.
A quality and reliable valuation requires both technical and theoretical knowledge in order to implement various valuation methodologies, coupled with experience and business understanding of the connection between the valuation and the specific business activity, as well as the economic environment.
Beta Finance Corporate Financing Team is one of the most experienced in Israel at perform valuations across all business sectors, including complex valuations as part of substantial market transactions. For years, the Company has been working with a broad range of public companies, privately-held companies, public sector- and financial institutions, government ministries, investment funds, etc.
Economic opinions are an important tool in the decision-making process of regulatory institutions, and are also used as a supporting tool for legal and tax purposes.
Such opinions address various types of economic questions, such as debt repayment capacity, optimal capital structure, as well as diverse regulatory and taxation questions.
Beta Finance Corporate Financing Team specializes in preparing economic opinions for a variety of needs and in providing economic testimonies in various courts, including district and/or economic courts, as well as in supporting legal teams in analysis and examination of the counterparty’s economic expert opinions.
Financial modeling for a business operation is a significant stage in understanding a company’s business potential, both for the routine management of the company and as part of the effort to examine an investment transaction. The financial models are built with special attention to the technical and material quality of the model in order to ensure that all forecasts and outcomes accurately and coherently reflect the company’s business activity and/or the project for which the financial model has been created.
The process of creating the financial model combines a process of studying and becoming familiar with the business activity while working with the company and the relevant company officers. Our rich experience in creating complex and flexible financial models enables us to support the decision-making process involved in these services.
For a number of years, Beta Finance Corporate Financing Team has accompanied companies from diverse sectors in this stage, while tailoring the model for the client’s specific needs, in accordance with the objective of creating the model.
A merger and/or investment is a highly significant event for both the investor company and the acquired company that could have far-reaching implications, and consequently – a tremendous degree of caution is required in such a proceeding.
Conducting a due diligence of the acquired company is a significant part of the M&A process. The basic objective of a due diligence process is to find any potential flaws and risk exposures while rating and prioritizing them in accordance with the client’s demand, and tailoring the consideration of the transaction based on those conclusions.
The due diligence process enables an investor to gain a profound familiarity with the business activities of the acquired company and facilitates smoother and seamless integration between the companies post-merger. In this process, Beta Finance Corporate Financing Team accompanies companies on either sides of the transaction at several different junctures, among other things – in due diligence by a potential buyer and by assisting the buyer or acquired company during negotiations and preparing it for the DD process.
Public companies preparing financial statements pursuant to the Israel Securities Authority regulations and the international GAAP are required to conduct valuations for various financial instruments, among others, in order to measure fair value for the financial statements and for the disclosure of financial instruments.
Beta Finance Corporate Financing Team perform all types of requisite economic work for financial statements of public companies
Public companies require executive compensation work in order to measure the level of compensation and present it in the financial statements.
This work includes, among other things, share-based compensation pricing in order to evaluate the Company’s compensation package while conducting an industry-level, overall market and enterprise-specific comparison.
Beta Finance Corporate Financing Team carries out executive compensation work for financial statements of public companies across all industry sectors.
