Financial Services Advisory – Valuation Services that create clarity when decisions matter

In a dynamic financial services environment, sound valuation is more than a technical exercise – it is the foundation for confident decisions, successful transactions and credible communication with stakeholders. BDO supports clients, investors, shareholders and decision-makers or other stakeholders in complex valuation and transaction-related matters with a powerful combination of sector expertise, analytical depth and practical transaction experience.

Our valuation approach follows recognised market standards (in particular the IDW S1 valuation standard of April 2026) and is tailored to the specific purpose, transaction context and business model. Whether you require an independent expert assessment, a neutral opinion, a fairness opinion or transaction-related valuation support, we deliver transparent, well-founded and actionable conclusions.

As part of BDO’s Global Financial Services network and the various industry clusters (financial services with banking and insurance, energy, property, healthcare, the public sector, etc.), we combine local market understanding with international reach. The result: valuation solutions that are independent, pragmatic and designed to help you move forward with confidence.

How we support you 

Valuations for statutory or contractual purposes: 

• Corporate and tax law valuation requirements: From squeeze-outs and other corporate law matters to tax-related valuation issues, our experts contribute many years of experience, including work as court-appointed experts applying IDW S1. In close collaboration with our tax specialists, we understand both technical requirements and the practical expectations of tax authorities.

Valuations in the context of M&A transactions:  

• Fairness opinions and reasonableness tests in accordance with IDW S8: When transactions require a clear view on fair value, purchase price ranges or decision-relevant value drivers, we provide robust forward-looking analyses that support negotiations, governance processes and stakeholder communication.

PPA & Impairment Testing:

• Purchase price allocation and impairment testing: We help you translate transactions and business developments into accounting-compliant valuation results under HGB and IFRS, drawing on in-depth expertise in purchase price allocations and impairment testing.

Valuation of (intangible) assets:

• Assets, liabilities and intangible value drivers: We regularly value individual assets and liabilities, including loans and portfolios, as well as brands, customer relationships and technologies in transactions, asset deals and PPAs in accordance with IDW S5 and relevant international standards.

Why clients choose BDO 

Our valuation specialists combine financial services expertise, transaction know-how and robust analytical methodologies to deliver valuation conclusions that are transparent, defensible and tailored to your decision-making needs.

We support you in transactions, statutory or contractual valuation situations, fairness opinions, intangible asset valuations, PPA and impairment testing, as well as strategic decision-making processes – with independent, pragmatic and market-oriented solutions.

With our integrated approach and access to BDO’s international network, we help you navigate complex valuation matters with clarity, credibility, with a sound understanding of the industry and sector, and confidence.

Let’s discuss how our valuation experts can support your next decision.