Code Updates: New Buy Out Tool integrated into Smart Valuation

Whilst owners can be wealthy on paper, it is only once a shareholding is sold that wealth becomes liquid / realised. Therefore identifying companies where there is more sales activity enables researchers to prioritise prospects. 

Previously Buy Out was a standalone tool that required additional information to use. Following user feedback it was clear some of the information required to fully utilise this tool was hard to reliably establish. 

In order to support additional prospect prioritisation we have therefore redesigned the Buy Out tool, now generating an automated score fully integrated into Smart Valuation. 

Following some additional data analysis and beta testing, every time you undertake a company valuation (Smart Valuation) the Buy Out score is now automatically calculated using the information you would normally input into the Smart Valuation tool. The Buy Out score is also established when creating a Profile for an owner. 

The Buy Out score is driven by a number of broad factors such as:

• Economic conditions

• Company size

• The sector

• Country

The Buy Out score is out of 5. 

The higher the number the higher the M&A / Buy Out / IPO activity there has been in that sector for a company of that size. 

Those sectors where there is limited Buy Out activity would indicate that the near term prospects for a company sale are more limited and have a lower Buy Out score.

Thank you,
Jon