Valuation Services for the US Market

Big 4–Calibre Valuation.
India Cost Structure.
US Standards.

Omnifin delivers professional grade, defensible, audit-ready business valuations for US buyers, PE firms, and advisors.

Omnifin at a Glance
1100+
Engagements Delivered
20++
Years of Practice
~40%
Cost Saving vs US Rates
70+
Listed Companies Served
CFA Charterholders + PhD in Valuation
ASC 820 · ASC 805 · 409A · USPAP-aligned
Audit Ready (Big 4 auditors), PE fund LPs, and IRS
Big 4 alumni: PwC · EY · Deloitte across the leadership team
Why Omnifin

What Makes Us Different

We were built to deliver the analytical rigor of a global advisory firm — without the billing model that prices quality valuation out of reach for most buyers and mid-market firms.

Senior-Led Big-4 pedigree Execution

Every engagement is overseen by a Director or Founder-level professional. No unsupervised junior work sent to your client. The team includes CFA Charterholders, PhD, and senior professionals with extensive global valuation experience in Big-4 firms like PwC, EY and Deloitte, bringing depth, and documentation.

Defensible Work Product

1100+ engagements. Reports reviewed by Big 4 auditors, PE fund LPs, IRS reviewers, and courts. The team works closely with PE/VCs, promoters and CFOs, bringing the required skills to value businesses, not just template-based valuations. We document assumptions, sources, and methodology — not just conclusions.

US GAAP & IFRS Ready

Experienced in ASC 820, ASC 805, ASC 718 / 409A, IAS 36, IFRS 3, and IPEV Guidelines — the exact standards your clients, lenders, and auditors require.

Cost and Time Advantage

Our geogpahical location gives you the advantage for faster turnaround and reduce costs as compared to US markets. The work quality is unchanged — the cost structure is the difference.




Cost Comparison — Typical Mid-Market Engagement
Big 4 firm (US) $50,000 – $500,000+
Mid-size US valuation firm $15,000 – $75,000
Omnifin ~40% below US rates

Indicative ranges. Final fees depend on scope, complexity, and purpose. Contact us for a specific estimate.



Why India. Why Now.

India has become the global hub for high-quality financial services — not just for back-office work, but for senior advisory and complex valuation. Omnifin is built at that intersection.

12–24 hr
Turnaround advantage (time zone)
IVS / IFRS / US GAAP
International standards from day one
Services We Deliver

Full-Spectrum Valuation for US Clients

From acquisition pricing to financial reporting to equity compensation — we cover the complete range of valuation needs that US buyers, advisors, and PE firms require.

Acquisition

Business Valuation — DCF / Comps / Asset

Full independent business valuation under ASC 820 / USPAP-aligned standards. Written report suitable for lenders, attorneys, and negotiation support.

Reporting

Purchase Price Allocation (PPA)

ASC 805 — Identification and valuation of intangibles: brand, technology, customer lists, non-competes, assembled workforce. Full audit support documentation.

Reporting

Goodwill Impairment Testing

ASC 350 — Step 1 and Step 2 analysis, reporting unit analysis, and supportable conclusions for annual and triggering event testing.

Equity

ESOP / 409A Valuations

Common stock FMV determination. Black-Scholes, OPM, and PWERM models applied as appropriate. IRS-defensible documentation standard.

PE / VC

PE Portfolio Valuations

IPEV Guidelines — ILPA-compliant quarterly and annual portfolio valuations for fund reporting and LP transparency requirements.

Intangibles

Intangibles Valuation

Standalone valuation of brand, IP, customer contracts, technology, and assembled workforce using MEEM, relief-from-royalty, and cost approaches.

Reporting

Financial Reporting Support

IFRS 3, IAS 36, IFRS 13. Full audit support documentation prepared to Big 4 review standards, with direct engagement with your audit team if required.

M&A

M&A Transaction Support

Fairness opinions, exchange ratio analysis, synergy modeling, and target company valuation for acquisition decisions and Board-level approvals.

How We Work

Our Valuation Methodology

A structured, six-stage process applied consistently across every engagement — from a $500K acquisition to a complex multi-jurisdiction deal.

01

Purpose & Data Collection

We establish standard of value, premise, and purpose. Financial statements, tax returns, contracts, and industry inputs are collected and organized.

02

Business & Industry Assessment

Review of business model, revenue structure, management profile, industry environment, and macroeconomic factors.

03

Quantitative Analysis

Capital structure, working capital, CAPEX, ratio analysis, profitability trends, and review of financial models against industry benchmarks.

04

Value Drivers & Methodology

Identification of key value drivers. Selection of Income, Market, and Asset approach models appropriate to the specific business.

05

Application & Sensitivity

FCF, discount rate, growth rates, and multiples applied using appropriate peers. Sensitivity analysis across key assumptions.

06

Report & Discussion

Weighting across approaches, final conclusion, and a written report. Draft reviewed with client before final issuance.

Credentialed for the US Market

Standards We Work Under

ASC 820 — Fair Value Measurement ASC 805 — Business Combinations (PPA) ASC 718 / 409A — Equity Compensation ASC 350 — Goodwill Impairment USPAP-aligned Methodology IFRS 3 · IFRS 13 · IAS 36 IPEV Guidelines — PE Portfolios AICPA VFR Practice Aid IVS — International Valuation Standards
How We Engage

Engagement Models in US

Whether you are an individual buyer, a PE firm, or a US valuation firm looking to expand capacity — we have a structure that works for you.

Valuation Opinions

For Business Buyers & Investors

Direct valuation engagement for acquisition buyers, family offices, and PE firms who need an independent, defensible opinion on a specific transaction.

  • Full written valuation report
  • Direct access to engagement lead
  • Suitable for lender, legal, and negotiation use
  • ASC 820 / USPAP-aligned standard
Compliance Valuation

For PE / VC Firms

We assist PE/VC firms in taking investment decisions and preparing their fund valuation reports for investors.

  • US ASC compliance
  • Timely reports
  • Professional big4-grade valuation
  • Reduced compliance cost
The People Behind the Work

Leadership

Every Omnifin engagement is led by a senior professional. No unsupervised junior work. Our team brings Big 4 pedigree and internationally recognised credentials.

VG

Dr. Vikash Goel

Founder & Managing Partner
PhD (Valuation) · CA · MS Finance · MBA, IIM Calcutta · Registered Valuer (IBBI, India) · Ex-PwC, Ex-EY

Vikash advises Promoters, Boards, CFOs, and PE investors on complex valuation, M&A, and IPO readiness. Author of multiple published books on valuation (Bloomsbury, Taxmann, ICAI). India's only doctorate specifically focused on private company valuation. Special invitee to the Valuation Standards Board of ICAI. Two-time 40-Under-40 awardee — ICAI/CNBC (2023) and BusinessWorld (2025).

NJ

Nishant Jain

Director — Securities & Financial Assets
CA · CS · IBBI Registered Valuer · Ex-Deloitte

10+ years specialising in valuation of financial assets and businesses. Extensive experience across M&A, CIRP/insolvency, income tax, and private placement valuations. Deep exposure to audit-ready documentation standards from his Deloitte background.

PA

Pranita Agarwal

Director — International Engagements
CA · CFA (US) · IBBI Registered Valuer · Ex-Deloitte

Specialises in cross-border and international valuation engagements. Experienced in US GAAP, IFRS, and multi-jurisdiction valuation structuring for PE and corporate transactions. Key contact for US-linked engagements.

Track Record

Who Has Trusted Our Work

1100+ engagements across listed companies, multinationals, PE funds, and high-growth startups. Our work has been reviewed and relied upon by Big 4 networks and NASDAQ-listed CFO offices.

International Engagements
IDEXX Laboratories (NASDAQ) Results CX (USA) EY Grant Thornton Polaris (Singapore) Fero International (Canada) Favre Leuba (Switzerland) Ajmal Perfumes (UAE) Estima AG (Switzerland) Foodhub (Singapore) Tata Steel (India and Global) LTI Mindtree (India and Global)
Select India Engagements
ITC Ltd Emami Group Hero Motors Group Shyam Metalics Amara Raja Energy Poonawalla Fincorp Senco Gold Hiranandani Group Flipkart Group Aditya Birla Capital Tata Investment Corp Haldia Petrochemicals Jupiter Wagons

Let's Talk About Your Engagement

Send us a brief description of what you need valued. We'll respond with a scope and timeline estimate — and a direct line to an engagement lead. No sales calls, no boilerplate.

vg@omnifinsolutions.com  ·  +91 98302 92370  ·  All conversations held in strict confidence