For each valuation commissioned, adetailed report is sent to the customer outlining the valuation methods used (asset valuation, profitability, DCF, etc.) to estimate the company's value, and any restatements made.

For each method, the valuation elements used are detailed and explained, enabling the report to be forwarded directly to the contribution auditor as part of your contribution to the holding company.

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 is a company run by Laurent Delcamp, a financial expert in over-the-counter, contentious and legal procedures.

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.