{"id":1860,"date":"2023-03-16T16:40:36","date_gmt":"2023-03-16T16:40:36","guid":{"rendered":"https:\/\/testsite.socialitemediamarketing.ca\/?page_id=1860"},"modified":"2025-02-06T23:30:47","modified_gmt":"2025-02-06T23:30:47","slug":"valuations-services","status":"publish","type":"page","link":"https:\/\/new.queenston.net\/fr\/valuations-services\/","title":{"rendered":"Services d'\u00e9valuation"},"content":{"rendered":"
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"q-valuations\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\t\t\t\t\n\t\t\t\tProcessus d'un rapport d'\u00e9valuation\t\t\t\t<\/span>\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Phase 1<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Collecte des donn\u00e9es et \u00e9valuation initiale<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Objectify:<\/strong>
Recueillir des informations pertinentes et comprendre le contexte de l'entreprise.
\u00c9tapes cl\u00e9s :<\/strong>
\u25cf Recueillir les \u00e9tats financiers, y compris les bilans, les comptes de r\u00e9sultat et les \u00e9tats des flux de tr\u00e9sorerie pour les 3 \u00e0 5 derni\u00e8res ann\u00e9es au moins.
\u25cf Recueillez des informations sur les actifs sous gestion, les types de revenus (r\u00e9currents ou ponctuels), les caract\u00e9ristiques d\u00e9mographiques des clients et les taux de fid\u00e9lisation.
\u25cf Identifier le positionnement sur le march\u00e9, y compris la concurrence et les tendances du secteur.
\u25cf Examiner les mod\u00e8les de croissance historique et les projections futures.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Phase 2<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Analyse<\/br> d'affaires<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Objectify:<\/strong>
\u25cf \u00c9valuer les dynamiques op\u00e9rationnelles et de march\u00e9 qui influencent la valeur.
\u00c9tapes cl\u00e9s :<\/strong>
\u25cf \u00c9valuer la qualit\u00e9 de la client\u00e8le, y compris la segmentation, la fid\u00e9lit\u00e9 et les risques de concentration.
\u25cf Examiner la stabilit\u00e9 des revenus, en se concentrant sur les flux de revenus r\u00e9currents.
\u25cf Examiner l'efficacit\u00e9 op\u00e9rationnelle, y compris les structures de co\u00fbts et les marges de rentabilit\u00e9.
\u25cf Analyser le paysage concurrentiel et identifier les facteurs de diff\u00e9renciation (par exemple, expertise de niche, offres de services).<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Phase 3<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Choix de la m\u00e9thode d'\u00e9valuation<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Objectify:<\/strong>
\u25cf Choisir les m\u00e9thodes d'\u00e9valuation les plus appropri\u00e9es en fonction de la nature de l'entreprise.
\u00c9tapes cl\u00e9s :<\/strong>
\u25cf Examiner les m\u00e9thodes couramment utilis\u00e9es en gestion de patrimoine, telles que :
\u25cf Comparables de march\u00e9:<\/strong> \u00c9valuation de l'entreprise sur la base des r\u00e9centes transactions de fusion et d'acquisition dans le m\u00eame secteur d'activit\u00e9.
\u25cf Actualisation des flux de tr\u00e9sorerie (DCF):<\/strong> Calcul de la valeur actuelle des flux de tr\u00e9sorerie futurs projet\u00e9s.
\u25cf M\u00e9thode des multiples:<\/strong> Application de multiples standards du secteur (par exemple, EBITDA, AUM ou multiples de revenus).
\u25cf \u00c9valuer la m\u00e9thode qui refl\u00e8te le mieux les caract\u00e9ristiques uniques de l'entreprise.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Phase 4<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Mod\u00e9lisation financi\u00e8re et calcul d'\u00e9valuation<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Objectify:<\/strong>
\u25cf Effectuer des calculs d\u00e9taill\u00e9s et parvenir \u00e0 une estimation de la valeur.
\u00c9tapes cl\u00e9s :<\/strong>
\u25cf Construire un mod\u00e8le financier int\u00e9grant des donn\u00e9es historiques et des projections futures.
\u25cf Appliquer les m\u00e9thodes d'\u00e9valuation choisies et v\u00e9rifier l'exactitude des hypoth\u00e8ses.
\u25cf Tenir compte des facteurs de risque, notamment la volatilit\u00e9 du march\u00e9, les changements r\u00e9glementaires et les conditions \u00e9conomiques.
\u25cf Rapprocher les diff\u00e9rentes m\u00e9thodes d'\u00e9valuation pour obtenir une fourchette finale ou une estimation unique.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Phase 5<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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R\u00e9daction et pr\u00e9sentation du rapport<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Objectify:<\/strong>
\u25cf Compiler les r\u00e9sultats dans un document clair, complet et professionnel.
\u00c9tapes cl\u00e9s :<\/strong>
\u25cf Pr\u00e9parer un rapport \u00e9crit d\u00e9taill\u00e9, comprenant un r\u00e9sum\u00e9, la m\u00e9thodologie, les r\u00e9sultats et la conclusion.
\u25cf Inclure des documents justificatifs tels que des mod\u00e8les financiers, des donn\u00e9es comparatives et des hypoth\u00e8ses cl\u00e9s.
\u25cf Veiller \u00e0 ce que le rapport soit structur\u00e9 de mani\u00e8re logique et qu'il respecte les normes du secteur.
\u25cf Pr\u00e9senter les r\u00e9sultats de l'\u00e9valuation aux parties prenantes, en r\u00e9pondant aux questions et en expliquant les hypoth\u00e8ses.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Phase 6<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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R\u00e9vision <\/br>et finalisation<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Objectify:<\/strong>
\u25cf Valider le rapport et s'assurer de son exactitude avant de le soumettre.
\u00c9tapes cl\u00e9s :<\/strong>
\u25cf Examiner le rapport avec des coll\u00e8gues, des comptables et des conseillers juridiques pour en v\u00e9rifier l'exactitude et l'exhaustivit\u00e9.
\u25cf Effectuer des ajustements en fonction des commentaires des parties prenantes, afin de s'assurer que le rapport final est solide et d\u00e9fendable.
\u25cf Publier le rapport d'\u00e9valuation final \u00e0 l'intention du client ou des parties prenantes.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

Queenston’s Valuation Report Process Phase 1 Data Collection and Initial Assessment Objective: \u25cf Gather relevant information and understand the business context.Key Steps:\u25cf Collect financial statements, including balance sheets, income statements, and cash flow statements for at least the last 3-5 years.\u25cf Gather details on assets under management (AUM), revenue streams (recurring vs. one-time), client demographics, […]<\/p>","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"disabled","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"enabled","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"class_list":["post-1860","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/new.queenston.net\/fr\/wp-json\/wp\/v2\/pages\/1860","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new.queenston.net\/fr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/new.queenston.net\/fr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/new.queenston.net\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/new.queenston.net\/fr\/wp-json\/wp\/v2\/comments?post=1860"}],"version-history":[{"count":0,"href":"https:\/\/new.queenston.net\/fr\/wp-json\/wp\/v2\/pages\/1860\/revisions"}],"wp:attachment":[{"href":"https:\/\/new.queenston.net\/fr\/wp-json\/wp\/v2\/media?parent=1860"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}