
In the context of a contribution of the shares of a company to a holding company, a documented valuation is required.
After the holding company has been set up by your legal counsel, you will need to bring in 2 advisors:

An advice (Xval)
Qui établira un document de valorisation de la société à apporterà la holdinng en prenant soin d’utiliser plusieurs méthodes de valorisation et de documenter ces valorisations. (Rapport de valorisation documenté avec plusieurs méthodes de valorisation)

A Contribution Auditor (regulated profession)
Pour contrôler et approuver la valorisation présentée. Le commissaire aux apport ne peut pas, pour des raisons de déontologie, avoir réalisé lui-même l’évaluation. XVAL travaille en partenariat avec plusieurs groupes nationaux de CAC en mesure de confirmer la valorisation effectué par le cabinet.
At XVAL, we intervene each year on several hundred operations of contribution to Holding.
The advantages of using XVAL for the valuation of your company within the framework of a contribution to a holding company:

A comprehensive report using multiple methods
et documenté (référentiels, justificatifs des retraitements, etc) ; Ce rapport sera la source de l’apport à votre holding et sera validé par le commissaire aux apports.

Partnerships with auditors
XVAL est partenaire de plusieurs cabinets de Commissaire Aux Comptes sur tout le territoire français. Ces partenariats vous garantissent un processus d’apport à holding rapide et fluide entre la réalisation de la valorisation et le rapport du CAC.

Short processing times and competitive pricing
grâce à notre spécialisation sur l’évaluation d’entreprise uniquement, nous intervenons sous des délais moyens entre 7 et 10 jours.
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Frequently Asked Questions
TOUT SAVOIR SUR NOTRE SERVICE DE VALORISATION DA?S LE CADRE D’UN APPORT A HOLDING
Le consultant XVAL signera tout accord de confidentialité souhaité pour votre évaluation / valorisation d’entreprise dans le cadre d’un apport à holding.
Sans information de votre part, les consultants XVAL appliquent une stricte confidentialité sur toute information transmise pour l’évaluation de votre société.
Pour chaque valorisation commandée, un rapport détaillé est transmis au client présentant les méthodes d’évaluation retenues (patrimonial, rentabilité, DCF, etc) pour l’estimation de la valeur de l’entreprise, les éventuels retraitements effectués.
Pour chaque méthode, les éléments de valorisation retenus sont détaillés et expliqués permettant de transmettre directement ce rapport au commissaire aux apports dans le cadre de votre apport à holding.
Each consultant is specialized in a specific sector of activity, which allows him or her to perfectly master the customs and practices of evaluation specific to each sector.
To launch a valuation of companies or businesses, you just have to send us the main documents of the company to be valued by email : support@xval.fr and to proceed to the payment of the valuation study.
To pay, you just have to click on the button below (secure payment by stripe) or to make a transfer on the RIB transmitted by the XVAL consultant.
During your meeting with the XVAL consultant, he will give you the list of documents necessary for the evaluation according to your sector. In bold, the essential documents to launch the first analyses.
Legal documents
- K or Kbis extract (if available).
- Articles of Association.
- Minutes of the last general meeting.
- Auditors' report for SA and SAS. (if applicable)
Financial documents
- Balance sheets and income statements for the last 3 years.
- Detailed analysis of the turnover over the last 3 or 5 years:
- breakdown of sales by customer and by product/service
- billing method (rate, payment method, etc.)
- of major customers
- Remuneration, expenses, benefits in kind and billings of the transferor(s) and his/her family.
- List of loans - schedule. (if applicable)
- List of leasing contracts - schedule. (if applicable)
Operating documents
- Commercial lease
- Miscellaneous contracts :
- general terms and conditions of sale (GTC),
- employment contracts,
- insurance policies,
- commercial contracts,
- concessions or operating licenses,
- lease management contract.
- Title deeds to the company's real estate. (if applicable)
- Participations held. (if applicable)
- Industrial property rights (patents, licenses, trademarks). (if applicable)
- Administrative authorization or license (patents, licenses, trademarks). (if it is a regulated activity)
- Personnel status: organization chart, seniority, remuneration, age pyramid, non-competition clauses in employment contracts, etc.
- State of the main equipment in case of value (list, date of acquisition, condition, etc.).
- Product/service catalog and prices.
- List of pending litigation or lawsuits.
XVAL is a brand of "MONTJOIE DEVELOPPEMENT", a SAS based in Annecy, France, specializing in supporting business leaders in the following areas:
- valuation,
- advice on financing,
- fundraising,
- transfer of shares.
Montjoie Développement est une société dirigée par Laurent Delcamp, expert financier dans le cadre de procédures de gré à gré, contentieuses ou judiciaires.
www.xval.fr is involved throughout France in assisting entrepreneurs with the transfer of their businesses.
Company valuation plays a crucial role in business transactions.
It provides an accurate estimate of a company's market value, making it easier to negotiate and conclude fair deals.
For sellers, an accurate valuation ensures fair compensation for their investment and efforts. For buyers, it guarantees a fair purchase price and reduces investment risks.
The company valuation serves as a solid basis for negotiation, fostering a transparent and successful transaction.
With XVAL, the complete evaluation of your company is fast and efficient, usually completed within 3 days.
Our process is designed to be as precise as possible while minimizing the time required.
We combine proven valuation methods with the expertise of our consultants to provide a detailed, in-depth analysis of your company's value within a short timeframe.
Yes, at XVAL we offer customized valorization for companies of all sizes.
For companies with sales in excess of 1 million euros, we provide tailor-made quotes to ensure an accurate and detailed assessment that takes into account the complexities and specificities of your business.
The results of XVAL's valuation are presented ina detailed report which includes the valuation methods used, the restatements made and the valuation elements retained. Every aspect of the valuation is explained in detail to ensure transparency and understanding.
Our specialist consultants are also available for personal appointments to discuss results and answer any questions you may have.
Choosing XVAL to promote your company offers a number of advantages.
We guarantee afast, accurate and personalized assessment thanks to our team of specialized experts.
XVAL carries out over 2,000 valuations a year, and is one of the few players in the market dedicated to company valuations, with a database of company valuations that is unique in France.
Confidentiality is at the heart of our service, ensuring the security and protection of your sensitive information.
What's more, our personalized approach ensures that each assessment is tailored to the specific needs and unique characteristics of your business, providing valuable insights for decision-making and strategic planning.

THEY testify
More than 30 assessments performed each month.
"A quick contact"
"Accurate and detailed"
"A great help."

Trustindex verifies that the original source of the review is Google. Concise and precise valuation service. There's the service and also, and I'd say above all, the invaluable advice of the experienced and qualified staff! XVAL is an efficient firm that I highly recommend to any company manager, whatever the project. William Bouzemarene BEST ENERGY CONTROLWilliam BOUZEMARENETrustindex verifies that the original source of the review is Google. I called on this accounting firm to carry out a valuation of my company in the context of a divorce. The firm was very responsive and did an outstanding job within a reasonable timeframe.Med DéménagementTrustindex verifies that the original source of the review is Google. Thank you to XVAL for the analysis that was carried out for the purchase of a building. It really helped us finalize our project and choose the best solution. I'm very satisfied with your services. I wish you every success in the future.Julien BouhierTrustindex verifies that the original source of the review is Google. After contacting several firms that either didn't respond or were very expensive, I used Google to find XVAL. Competitive prices and fast valuation (11 working days between my payment and receipt of the file). Apparently it's even faster at certain times of the year. I would recommendOre MLBTrustindex verifies that the original source of the review is Google. Excellent experience with the valuation of a company following a divorce. All the elements were taken into account and we were even able to exchange views before the final version was delivered. The deadline was also perfectly respected! I highly recommendAMINE JERIBITrustindex verifies that the original source of the review is Google. Professional and responsive. I have used their valuation service several times and will continue to do so.Mathieu Velve CasquillasTrustindex verifies that the original source of the review is Google. Mr. DELCAMP was with me from start to finish in a professional manner, while respecting his deadline commitment. I therefore recommend XVAL.Pype MathiasTrustindex verifies that the original source of the review is Google. Very satisfied with the valuation and service provided by XVAL. Professional, fast, efficient and reasonably priced.Yanis Benbousta