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Valuation Analysis Workflow

Company valuation analysis with comparable company analysis, DCF modeling, and precedent transactions

Complexity: Complex | Duration: 30m+ | Category: Professional/Hr

Tags: #valuation #comps #dcf #fundraising #ma

Workflow Diagram​

Steps​

Step 1: Select valuation methods​

Agent: valuation

expert - Choose comps, DCF, precedent transactions based on context

Step 2: Comparable company analysis​

Agent: market

researcher - Identify public comps, extract multiples (EV/Revenue, P/E)

Step 3: Apply multiples​

Agent: valuation

expert - Apply median/mean multiples to company metrics

Step 4: DCF model​

Agent: financial

modeler - Project cash flows, determine WACC, calculate NPV

Step 5: Precedent transactions​

Agent: market

researcher - Analyze recent M&A deals in sector

Step 6: Synthesize valuations​

Agent: valuation

expert - Triangulate valuation range from methods

Step 7: Recommend valuation​

Agent: investment

banker-advisor - Suggest fair valuation for fundraising/negotiation

Step 8: Sensitivity analysis​

Agent: financial

modeler - Model valuation changes with different assumptions

Usage​

To execute this workflow:

/workflow professional/hr/valuation-analysis-workflow.workflow

See other workflows in this category for related automation patterns.