Assess a business before making an investment

Whether you are considering a minority investment, a growth investment or a potential acquisition, understanding a company’s financial position and valuation assumptions is an important part of informed decision-making. Worthli helps UK business owners and advisers organise information for an initial view of business value.

Questions to explore before investing

• How has revenue and profitability performed over time?
• Which assumptions underpin future growth?
• How dependent is the business on a small number of customers, suppliers or key people?
• Are financial records complete and consistent enough to support further diligence?
• What operational or commercial risks could affect future performance?

Use valuation as a starting point

Worthli’s online business valuation workflow can help structure financial information and produce an estimate to inform early discussions. It can provide a useful starting point for questions to investigate, rather than a standalone investment recommendation.

Prepare for deeper diligence

Before committing capital, investors should independently verify financial and commercial information, assess liabilities and legal matters, understand the proposed deal terms and obtain appropriate professional advice. A valuation estimate alone cannot determine whether an investment is suitable or likely to deliver a return.

Explore Worthli

Learn about the business valuation tool, read the sample report and review the M&A readiness assessment.