BUSINESS VALUATION SERVICES

We strive to deliver our services in a way that it truly makes a difference. We believe in personalised approach, understanding each client’s unique circumstances, providing tailored solutions, timely service, and peace of mind.

images-q9fr2ak1dvmtnhdw06rh9w7tlg0ac6lqv6t5m5p18o

WHY YOU MIGHT NEED A BUSINESS VALUATION

There are numerous scenarios in which having a clear, professional valuation of your business is beneficial or even necessary:

Whether you are gifting ownership to family or selling to employees or strategic buyers, knowing your business’s value can guide the process.

Valuations can help minimize potential taxes and provide guidance to fulfil the terms of a decedent’s will.

A business valuation is typically required when companies are merging or being acquired and can help you determine if the price being asked is fair.

Developing a buy / sell agreement often requires a valuation to ensure a proper value for tax purposes and to determine the price for remaining owners to acquire an exiting owner’s interest.

Valuations can help in reaching a fair settlement of ownership interest in the event of disagreements or disputes.

Correct recording of business transactions can be guided by a business valuation, helping to avoid increased tax liability and penalties.

A business valuation may be required to divide the marital estate fairly in the event of a divorce.

Business owners may pursue a valuation to determine the value necessary to cover their business interest value for “key person insurance”.

Financial institutions may require a business valuation to approve a loan, especially when acquiring a business or a business interest.

Why work with us?

Our experienced team will help you navigate these complex scenarios with confidence. We minimize financial risks in litigation matters, potential taxes in gift or estate situations, provide defence in audit situations, and help you negotiate in a sale of your business.

We believe in personalised service, understanding each client’s unique circumstances, providing tailored solutions, timely service, and peace of mind.