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Saward Dawson
solutions
 
 

Business valuation services

bridgeBusiness valuations are required
for a variety of reasons:

bullet the transfer of equity
bullet family law purposes
bullet the purchase of a business
bullet in preparation for the sale of a business
bullet for taxation purposes during a reconstruction
bullet at the request of bankers
bullet or simply to ascertain what a businesses
is worth.

Business valuations are also an important part of facilitating family succession and generational transfer of business wealth.

A complex undertaking

Determining the value of a business is a complex matter which needs to be undertaken carefully. The nature of the business needs to be understood, the competitive environment needs to be considered, the current market sentiment is relevant and most importantly there needs to be a clear understanding of what exactly is being valued. Is it the shares or units representing the underlying equity or is it the business? How do loan funds contributed by the equity holders impact on the valuation?

Our expertise

Saward Dawson has the expertise and the experience to undertake complex business valuations. Our valuation services include:

bullet formal business or share/unit valuations
bullet establishing a suitable valuation process for the transfer and issue of equity which can be easily updated and understood
bullet informal discussions which give an indication as to the likely value and help in understanding and addressing the various factors that drive value
bullet strategic planning as to business succession strategies.

Feel free to speak to one of our business valuation specialists to discuss how our business valuation services can be of assistance to you.

 
Services overview
Business structuring
Valuations and viability
Strategic planning
Cash flow and budgeting
Tax consulting
Compliance issues
BAS preparation
Succession planning
GST and FBT
Salary packaging
 
Ask for
Andrew Howard
Bruce Saward
Cliff Dawson
 

 

 
 
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