Financial forecasting and valuation of a firm in KSA as a part of strategic internal process to assess value on a yearly basis
Client / Industry Brief
- The Client is an IT Firm in KSA, which is involved in development and deployment of ERP solutions in education and healthcare sectors.
- IT has about 220 employees and offices in two different countries (KSA & Jordan)
- The company is a market leader in terms of market share in both the sectors and has a high growth potential in the next 3-5 years
Project Objectives
- Financial Forecasting:
- Financial forecasts for the firm based on current market scenario, existing contracts and future revenue potential
- Independent Valuation Opinion:
- Independent valuation exercise to determine the ‘Fair Value’ of the firm (measured as a part of annual strategic internal initiative)
- Recommendation on potential ways of enhancing the overall shareholder value of the firm
Project Methodology
Project Benefits
- Revenue and profitability estimates provided for the next 5 years, based on analysis of financial trends, signed contracts, market research and analysis and management interviews.
- Cost of funds identified as a part of independent research and opinion on ‘Fair value’ of the firm provided
- Recommendations on enhancing the shareholder value through unlocking latent potential in the team through improvement in operating efficiency (as an impact of find tuning of operating processes), improvement in cost of funds through optimum capital structure and setup of a strategic R&D center to optimize operating costs
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