The purpose shapes the valuation
The valuation date, the interest being valued, who will rely on the report and what it must address all depend on why it is needed. Each page explains what changes for that purpose.
Business saleBusiness Valuation Before a SaleAn independent valuation gives a trade-business owner an evidence-based view of what the business is worth before it goes to market.CGT and taxBusiness Valuations for CGTAn independent valuation can give a trade-business owner and their tax adviser a documented market value for capital gains tax purposes, where one is needed.RestructureBusiness Valuations for RestructuresAn independent valuation puts a documented value on a trade business, or part of it, when it moves between entities, owners or structures.Shareholder transferValuations for Shareholder TransfersAn independent valuation puts a documented value on shares in a trade business when they are bought, sold or transferred between shareholders or to a new owner.Partner or shareholder exitValuations When a Partner or Shareholder ExitsAn independent valuation sets a documented value on a departing partner’s or shareholder’s interest in a trade business, so the exit can be agreed on evidence.SuccessionBusiness Valuations for Succession PlanningAn independent valuation gives an owner planning a handover a documented value to plan around, whether the successor is family, staff or an outside buyer.DisputesBusiness Valuations for DisputesAn independent valuation gives the parties to a shareholder, partnership, family law property or commercial matter a reasoned value to work from.Estate planningBusiness Valuations for Estate PlanningAn independent valuation gives an owner and their advisers a documented value for a trade business to use when planning how it will pass on or be dealt with in an estate.
Start with a short intake. We confirm the fee and scope in writing.
An Independent Business Valuation is $1,995 + GST, with a draft before the report is finalised. Typical turnaround is 3 to 7 business days once all required information has been received.