Business Valuations
Knowing the value of your financial services business allows you to plan just like you do for your clients. A valuation is one thing, understanding it and your business is another, and that’s what experts in your field bring you.
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Why is a business valuation important?​
There’s nothing worse than seeing a client come to sell their business and understand it’s not worth as much as they expected. Or having a disagreement between shareholders as one exits, because the valuations they hold personally are different, and not necessarily based on ‘fact’. A valuation gives you information. And information gives you power.
When do you need a business valuation?
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Buy / Sell insurance
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Restructuring, Capital Gains Tax
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Shareholders agreements
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Introducing / Exiting Shareholders
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Matrimonial matters
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Business disputes
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Re-financing
Why engage us for your business valuation?
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We are qualified to provide APES225 compliant reports, and expert witness reports. Being Chartered Accountants, we’re bound by the Code of Ethics – so among other items, confidentiality is key.
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By understanding your valuation needs upfront, we provide an engagement letter to suit your purpose, and apply the relevant methodology and reporting framework. We engage with you along the way, including a Business Valuation Interview, and often follow ups to discuss your report and how this impacts your next move.
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With our experience in the market, and our collegial relationship with other experienced practitioners in the industry – we have a direct link to market transactions happening now. To begin understanding your financial services business valuation, contact us today.