Service of the month – Valuations

Service of the month – Valuations

Following on from previous editions of S&W Insight we are continuing to ensure our clients and associates know what we can do. With the continued bolstering of the capability in the firm, you may not be aware of services that we can provide, should you have the need. This month it is Valuations.

In the last few years, we have added important pieces to our team so that we now have significant capability to be able to prepare Valuations of businesses and entities. Kamal Thakkar, the head of our Audit and Assurance division also heads up 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 that 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 and 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 what the value of the shares is, 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 the preparation of fit for purpose Valuations, that will ensure we provide a product which will satisfy the needs you have. All this is done without the need to spend the large 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 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 contained in this article, it is imperative you seek specific advice relating to your particular circumstances. Liability limited by a scheme approved under professional standards legislation.

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