Download Valuation Guides, Checklists, Templates & Tools
Practical guides and checklists prepared by Valuation specialists to help founders, CFOs, investors and businesses navigate Business Valuation, IP Valuation, ESOP, M&A, PPA, FEMA, AIF, Intangibles, Financial Modelling, Virtual CFO and Transaction Advisory matters.
Engage with Our Valuation and Advisory Professionals
- Your Information is Secured and will never be shared
FEATURED GUIDE
Business Valuation Guide
Practical guide to Valuation methods, documentation and report expectations.
FEATURED GUIDE
M&A Valuation Playbook
Guide on Valuation for mergers, acquisitions, buyer analysis and deal strategies.
FEATURED GUIDE
ESOP Guide
Guide on ESOP design, Black-Scholes Valuation, taxation and Ind AS 102 accounting.
TRENDING
Strategic vs Financial Buyer Guide
Guide on strategic and financial buyer Valuation, synergies and deal structures.
POPULAR
PPA Valuation Guide
Guide on purchase price allocation, intangible assets and Ind AS reporting.
POPULAR
Brand Valuation Guide
Guide on brand Valuation methods, royalty rates, transfer pricing and impairment.
Must Read
Patent Valuation Guide
Guide on patent Valuation methods, infringement damages & pharma rNPV models.
Updated 2026
Copyright Valuation Guide
Guide on copyright Valuation across music, film, OTT and software content.
Must Read
AIF Master Guide
Guide on AIF categories, SEBI regulation, structuring, taxation and compliance.
Popular
AIF Valuation Guide
Guide on AIF portfolio Valuation, IPEV guidelines, NAV computation and waterfalls.
Most Downloaded
CFO's Handbook: Regulatory Valuation
Guide on Valuation compliance across the Companies Act, Income Tax, FEMA and SEBI.
Trending
Financial Modelling Guide
Guide on building three-statement, DCF, LBO and M&A models in Excel.
Updated 2026
FEMA Valuation Guide
Guide on FEMA Valuation compliance covering FDI, ODI, FC-TRS, and cross-border transactions.
Updated 2026
Intangible Asset Valuation guide
Guide to valuing intellectual property and intangible assets under Ind AS 38, PPA, M&A, and regulatory frameworks.
Updated 2026
Financial Due Diligence Guide
Guide to financial due diligence covering quality of earnings, working capital, net debt, tax risks, red flags, and transaction adjustments.
Updated 2026
SAR & Phantom Stock Guide
Guide to SAR and Phantom Stock in India covering plan structuring, valuation methods, Ind AS 102 accounting, taxation, and practical implementation.
Updated 2026
Startup Valuation Guide
Guide to startup valuation in India covering DCF, comparables, pre-revenue methods, FEMA pricing, convertible instruments, cap tables, and funding rounds.
Updated 2026
AIF Registration Guide
Guide to AIF registration in India covering Categories I, II & III, fund structuring, PPM preparation, SEBI application, taxation, and post-registration requirements.
Updated 2026
Trademark Valuation Guide
Guide to trademark valuation covering relief-from-royalty, royalty benchmarking, PPA, licensing, Ind AS requirements, transactions, and impairment analysis.
Updated 2026
ESOP Taxation Guide
Guide to ESOP taxation in India covering perquisite tax, exercise-date FMV, capital gains, startup relief, cross-border ESOPs, and Ind AS 102.
Updated 2026
SEBI Valuation Guide
Guide to SEBI valuation covering open offers, delisting, preferential issues, related-party transactions, schemes, buybacks, funds, and regulatory reporting.
Updated 2026
ESOP Valuation Guide
Guide to ESOP valuation in India covering share value, Black-Scholes, Binomial and Monte Carlo models, Ind AS 102, exercise FMV, and liquidity events.
Updated 2026
Goodwill Valuation Guide
Guide to goodwill valuation covering PPA, impairment testing, Ind AS 103 & 36, valuation methods, tax, disputes, and defensible reporting practices.
Updated 2026
Shares & Securities Valuation Guide
Guide to shares and securities valuation covering equity, preference shares, debentures, convertibles, OPM, PWERM, waterfalls, and Companies Act, Tax, FEMA, SEBI & Ind AS requirements.
Updated 2026
Relief from Royalty Method Guide
Guide to the Relief from Royalty Method covering brands, trademarks, patents, royalty benchmarking, revenue attribution, discount rates, PPA, tax and transfer pricing.
Updated 2026
AIF PPM Drafting Guide
Guide to AIF Private Placement Memorandum drafting covering the SEBI template, fund disclosures, fees & waterfalls, Merchant Banker diligence, filing, and annual PPM compliance.
CHECKLIST
Business Valuation Checklist
Checklist of the financials, projections and documents required to begin a business valuation.
CHECKLIST
ESOP Valuation Checklist
Checklist of ESOP scheme, options, vesting and financial details required for valuation.
CHECKLIST
M&A Valuation Checklist
Checklist of financials, projections, cap table and transaction details required to begin an M&A valuation.
CHECKLIST
Business Valuation Checklist
Checklist of the financials, projections and documents required to begin a business valuation.
CHECKLIST
Financial Modelling Checklist
Checklist of financials, projections, revenue and cost assumptions required to begin a financial model.
CHECKLIST
Purchase Price Allocation Checklist
Checklist of transaction documents, financials, assets and intangibles required to begin a purchase price allocation.
CHECKLIST
Shares and Securities Valuation Checklist
Checklist of financials, projections, cap table and securities terms required to begin a shares and securities valuation.
CHECKLIST
CCM Valuation Excel Template
Comparable Company Multiple model with working formulas, EV bridge and sensitivity analysis.
CHECKLIST
Valuation Board Presentation
Looking for a professional way to explain Business Valuation to investors, board members, lenders, or other stakeholders?
Our Clients
