Financial model build & review
Integrated profit-and-loss, balance-sheet and cash-flow forecasts with clear inputs, logic checks and output views.
Financial modelling & valuation
Numbers that stand up to questions.
Structured financial models and valuation analysis led by Samrat Joneja, a Fellow Chartered Accountant and Registered Business Valuer in India, for advisers and owner-managed businesses that need a clear view of value, risk and possible outcomes.
Discuss a valuation briefLed byFellow Chartered AccountantRegistered Business Valuer (India)15+ years’ experience
The value of clarity
Make the assumptions visible—and the conclusion easier to defend.
A useful valuation is more than a multiple applied to earnings. It shows what drives the answer, where judgement is required and how the range changes when the facts change.
We combine financial analysis, commercial logic and transparent workings so the model can be reviewed, challenged and updated.
What we deliver
Analysis built for a real decision.
Business valuation support
Income and market-based analysis, including DCF and relevant multiple approaches where the information supports them.
Scenario & sensitivity analysis
Understand how revenue, margin, working capital, discount rates and terminal assumptions affect cash and value.
Decision-ready presentation
A concise summary of method, assumptions, range, key value drivers and matters requiring further evidence.
When it is useful
Support for moments when the number matters.
01
Purchase or sale discussions
Frame a rational range and identify the assumptions that should be challenged in negotiation.
02
Funding & business planning
Translate a plan into cash needs, covenant headroom and scenarios that a decision-maker can test.
03
Succession & internal decisions
Bring structure to ownership discussions, strategic options and management’s view of future performance.
04
Adviser capacity
Add analytical resource behind a UK accountant, corporate-finance adviser or legal team for a defined assignment.
Good modelling practice
Inputs are separated. Logic is traceable. Key outputs are visible. Limitations are stated.A disciplined process
Evidence first. Method second. Conclusion last.
- 1Define the decision, valuation date and available information.
- 2Normalise the historical picture and identify key drivers.
- 3Select suitable methods and document assumptions.
- 4Run scenarios, triangulate the range and explain limitations.
Professional notice
Samrat’s Chartered Accountant and Registered Business Valuer credentials are Indian professional credentials, not UK regulatory authorisations. Valuation and modelling work is analytical support based on the agreed purpose and information supplied. It is not an audit, fairness opinion, investment recommendation or regulated financial advice. Any formal or regulated use must be agreed in writing and may require an appropriately authorised UK professional.
A decision to make?
Let’s turn the question into a clear analytical brief.
Share the purpose, timing and information available. We will tell you whether the assignment fits and what a useful deliverable should contain.