Lifecycle Coverage

The firm that accompanies the corporate lifecycle, from formation to exit.

Four phases of the corporate lifecycle, each with characteristic valuation triggers. CBG operates across all four, with six service lines and six technical Asset Classes, maintaining methodological independence and relationship continuity.

Phase 01

Formation

  • Corporate Restructuring
  • Financial Reporting
Phase 02

Growth

  • Transaction Opinions
  • Financial Reporting
  • Portfolio Valuation
  • Guarantees & Insurance
Phase 03

Maturity

  • Financial Reporting
  • Portfolio Valuation
  • Corporate Restructuring
  • Disputes & Arbitration
  • Guarantees & Insurance
Phase 04

Exit

  • Transaction Opinions
  • Corporate Restructuring
  • Financial Reporting
  • Disputes & Arbitration
Phase 01

Formation

The birth of the corporate structure. Asset contributions to share capital, valuations of real estate, intangibles and equity stakes. Initial restructurings for patrimonial and succession holdings.

Phase 02

Growth

Capital raises, M&A expansion, strategic partnerships, joint ventures and acquisition of control. Fair value marking of cross-holdings. Valuation for collateralized debt funding.

Phase 03

Maturity

Annual impairment, ongoing portfolio marking, recurring fair value of financial instruments. Valuations for shareholder disputes, partner exclusion and tag-along/drag-along exercises. Collateral measurement for refinancing.

Phase 04

Exit

Full or partial sale, merger with acquirer, IPO, dissolution, tax-free spin-off reorganization. Board fairness opinions. Dissenting-shareholder reimbursement. Liquidation share apportionment.

"The same technical team supports the company from share capital integration through to exit. That is the practical meaning of lifecycle coverage."