Service of the Month – Valuations


This month’s focus is on business valuations as part of our ongoing efforts to inform our clients and associates about our capabilities. Despite the ongoing enhancement of our firm’s services, you may not be familiar with our expertise in business valuations, which we are highlighting this month in S&W Insight.

In the last few years, we have added essential pieces to our team so that we can prepare Valuations of businesses and entities. Kamal Thakkar, the head of our Audit and Assurance division, also oversees our Valuation division. We can prepare limited-scope Valuations for all different businesses and entities that could be used for many purposes.

Some examples of when limited scope Valuations are required that are not the full-blown expert report include:

  • If a company is putting in place an employee share scheme and there is a need to determine the value of the shares being given or sold to staff.
  • When businesses that are going through a management buyout require a Valuation of the equity that is being purchased by management.
  • When a shareholder is ceasing as an Australian tax resident and needs to determine whether they are elected to dispose of their shares in an Australian company on the date they leave. They will not be able to decide what to do until they know the value of the shares, and then they can determine the tax ramifications of each option.
  • Where you are planning to sell the business and want an indicative valuation to determine what the business might be worth.

There are other examples of where Valuations might be needed – these are just a few.

S&W has a very practical and reasonably priced process for preparing fit-for-purpose Valuations that will ensure we provide a product that will satisfy your needs. All this is done without the need to spend the hefty fees that are prevalent in the Valuation and expert report space.

Should you have any need for the Valuation of your business or entity, please feel free to contact us and discuss this with your client manager.

Kreston Stanley Williamson Team

*Correct as of 23 April 2021

*Disclaimer – this article has been produced by Kreston Stanley Williamson as a service to its clients and associates. The information contained in the article is of general comment only and is not intended to be advice on any particular matter. Before acting on any areas in this article, you must seek specific advice relating to your particular circumstances. Liability is limited by a scheme approved under professional standards legislation.

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