What skills does a business valuer need?

A business valuer needs 18 essential skills including mergers and acquisitions, investment banking, financial statements, business valuation techniques, financial markets. Core competencies include .

Will AI replace business valuer jobs?

The AI disruption score for business valuer is 68/100 (high risk). Some tasks may be automated but the role will evolve rather than disappear entirely.

Financial ServicesBusiness and administration professionalsISCO 2412

business valuer

Business valuers provide valuation assessements of business entities, stock and other securities and intangible assets, in order to assist their clients in strategic decision-making procedures such as mergers and acquisitions, litigation cases, bankruptcy, taxation compliance and general restructuring of the companies.

European Skills Framework

Skills and knowledge areas required for this occupation based on European classification.

Essential (18)

mergers and acquisitionsmergers and acquisitionsThe process of joining together separate companies and relatively equal in size, and the purchase of a smaller company by a bigger one. The financial deals, the legal implications, and the consolidati...investment bankinginvestment bankingThe branch of banking that provides services of capital raising and mergers and acquisitions (M&A).financial statementsfinancial statementsThe set of financial records disclosing the financial position of a company at the end of a set period or of the accounting year. The financial statements consisting of five parts which are the statem...business valuation techniquesbusiness valuation techniquesThe processes to valuate the worth of the assets of the company and the value of the business following techniques such as asset-based approach, business comparison, and past earnings.financial marketsfinancial marketsThe financial infrastructure which permits trading securities offered by companies and individuals govern by regulatory financial frameworks.strategic planningstrategic planningThe elements defining the foundation and core of an organisation such as its mission, vision, values, and objectives.value-added tax lawvalue-added tax lawTaxes imposed on the purchase prices of goods and the legislation that governs this activity.stock marketstock marketThe market in which shares of publicly held companies are issued and traded.market pricingmarket pricingPrice volatility according to market and price elasticity, and the factors which influence pricing trends and changes in the market in the long and short term.tax legislationtax legislationTax legislation applicable to a specific area of specialisation, such as import tax, government tax, etc.security of assets legislationsecurity of assets legislationThe current relevant legislation, regulations and codes of practice in the field of protecting private and public assets.perform stock valuationperform stock valuationAnalyse, calculate and appraise the value of the stock of a company. Use mathematic and logarithm in order to determine the value in consideration of different variables.analyse business plansanalyse business plansAnalyse the formal statements from businesses which outline their business goals and the strategies they set in place to meet them, in order to assess the feasibility of the plan and verify the busine...interpret financial statementsinterpret financial statementsRead, understand, and interpret the key lines and indicators in financial statements. Extract the most important information from financial statements depending on the needs and integrate this informa...apply strategic thinkingapply strategic thinkingApply generation and effective application of business insights and possible opportunities, in order to achieve competitive business advantage on a long-term basis.perform asset recognitionperform asset recognitionAnalyse expenditures to verify whether some may be classified as assets in the case where it is likely that the investment will return profit over time.value propertiesvalue propertiesExamine and evaluate land and buildings in order to make valuations about their price.trade securitiestrade securitiesBuy or sell tradable financial products such as equity and debt securities on your own account or on behalf of a private customer, corporate customer or credit institution.

Optional (22)

pricing strategiespricing strategiesThe techniques, theories, and commonly accepted strategies regarding pricing of goods. The relation between pricing strategies and outcomes in the market such as profitability maximisation, deterrence...intellectual property lawintellectual property lawThe regulations that govern the set of rights protecting products of the intellect from unlawful infringement.business lawbusiness lawThe field of law concerned with the trade and commerce activities of businesses and private persons and their legal interactions. This relates to numerous legal disciplines, including tax and employme...insolvency lawinsolvency lawThe legal rules regulating the incapacity to pay debts when they fall due.property lawproperty lawThe law and legislation that regulates all the different ways to handle property, such as the types of property, how to handle property disputes and property contract rules.investment analysisinvestment analysisThe methods and tools for analysis of an investment compared to its potential return. Identification and calculation of profitability ratio and financial indicators in relation to associated risks to ...public offeringpublic offeringThe elements comprised in public offerings of companies in the stock market such as determining the initial public offering (IPO), the type of security, and the timing to launch it in the market.advise on bankruptcy proceedingsadvise on bankruptcy proceedingsGuide and advise clients on the formalities, procedures and the actions that can ameliorate the losses in case of bankruptcy.advise on tax planningadvise on tax planningAdvise on appropriate strategies to include taxes in the overall financial plan in order to reduce the tax load. Advise on questions related to tax legislation and provide advise on the possible impli...assist with litigation mattersassist with litigation mattersProvide assistance with the management of litigation matters, including document collection and investigation.liaise with financiersliaise with financiersLiaise with people willing to finance the project. Negotiate deals and contracts.advise on property valueadvise on property valueProvide advise to those that own a property, professionals in real estate, or prospective clients in real estate on the current monetary value of a property, the potential of development in order to i...use consulting techniquesuse consulting techniquesAdvise clients in different personal or professional matters.review investment portfoliosreview investment portfoliosMeet with clients to review or update an investment portfolio and provide financial advice on investments.estimate value of used goodsestimate value of used goodsExamine items owned by an individual in order to determine its current price by assessing damage and taking into account the original retail price and the current demand for such items.negotiate on asset valuenegotiate on asset valueNegotiate with asset owners or parties involved in handling the asset on the monetary value of the asset for selling, insurance, usage as collatoral, or other purposes, in order to secure the most fin...disseminate information on tax legislationdisseminate information on tax legislationProvide advise on the possible implications for companies or individuals on decisions regarding tax declaration based on tax legislation. Advise on the favourable tax strategies that could be followed...compare property valuescompare property valuesObtain information on the value of properties comparable to a property which is in need of valuation in order to make more accurate appraisals and assessments, or to set or negotiate the price at whic...create a financial reportcreate a financial reportFinalise project accounting. Prepare an actual budget, compare the discrepancy between the planned and actual budget, and draw final conclusions.manage brand assetsmanage brand assetsProcess for managing brands as assets in order to maximise their value.liaise with managersliaise with managersLiaise with managers of other departments ensuring effective service and communication, i.e. sales, planning, purchasing, trading, distribution and technical.determine resale value of itemsdetermine resale value of itemsExamine items to search for any damages or signs of deterioration and take into account the current demand for used goods of the item's nature in order to set a likely price at which the item can be r...