VALUATION AND INVESTMENT ANALYSIS

Understanding value, costs and risks before making a decision

An investment decision requires more than an assessment of the purchase price. It also calls for an understanding of the asset’s value, the costs associated with ownership and the assumptions on which the investment depends.

We assist international clients in analysing investments in assets and businesses, with particular attention to real estate and shareholdings in companies in Tuscany. Each assignment begins with the purpose of the valuation and an examination of the available financial, contractual and supporting information.

Our work includes the valuation of businesses, company interests, and tangible and intangible assets. We also prepare professional reports and opinions for matters involving inherited assets, banking relationships and contractual obligations.

For real estate investments, we help clients assess the economic aspects of a proposed purchase, including acquisition costs, ongoing expenses and, where relevant, expected income. We distinguish between documented information, estimates and assumptions, so that the basis of the analysis is clear.

The objective is to provide a reasoned assessment that helps clients compare alternatives and make informed decisions. Where specialist legal or technical checks are needed, our analysis is coordinated with the work of the relevant professionals.