Financial Valuation - 3rd Party Independent Report - Beverage Bottling Trademark

 
Uganda

THE REQUEST

  • Conduct an independent third-party Valuation of the Trademark share of the business that is attributable to Uganda market only
  • Use the Valuation report for maximizing tax savings by excluding the potential future Trademark profits generated in other tax jurisdictions

OUR APPROACH

  • Conducted 2 valuation approaches by following the Relief from Royalty Method (RRM) which is used for valuing intangible assets such as trademarks
  • Complemented the two RRM valuation results by using a market-based valuation multiple of the current net annual royalty
  • Used the resulting valuations to determine the lower and higher ends of the indicative valuation range

OUR DELIVERABLES

  • Trademark Value attributable to Uganda, calculated as the weighted average of the 3 Valuations
  • Valuation Report detailing the methodology and calculation of the different valuation approaches

OUR VALUE TO THE CLIENT

  • Maximized tax savings upon the sale of the Trademark
  • Improved the client’s credibility in front of the Uganda Revenue Authority thanks to the use of an Independent Professional Report
  • Helped the Client better understand their business and how to better value it moving forward
 

OFFERING A LONG-TERM FINANCIALLY SUSTAINABLE ENGAGEMENT STRUCTURE

With enough time for execution accountability and knowledge transfer.

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