How long does the valuation process take?

Generally, 2-3 weeks depending on the reliability of information and response timeframes.

Can i ask my accountant to do a business valuation?

Yes, provided your accountant has specialist valuation experience. Where independence is important, such as in a dispute or a relationship property matter, an independent valuer may be more appropriate. We work with both clients and non-clients and can advise on which approach suits your situation.

Which valuation method will you use?

There is no single method suitable for every business, we choose the method the best reflects how the particular business creates value. However, we generally adopt a fair market value approach that does not incorporate any buyer-specific special value.

What information do i need to provide for the valuation?

The information we require is specific to each valuation. Typically, we require:A minimum of three years of historical annual financial statementsCurrent year-to-date financial informationFinancial budgets, forecasts or projectionsDetails of major customers and suppliersProperty valuation reportsDetails of key employees and their responsibilities

What happens if there is limited financial information available?

Where financial information is limited, we have to rely on evidence, assumptions and our professional judgment. We may request further documentation to help support the valuation including but not limited to, bank statements, forecasts and inside information on recurring income, customers or contacts.

Independent business valuations

Business Valuations | Nelson, Tasman & New Zealand

Whether you need a valuation to buy or sell your business, or to set a growth target, our team provides business valuations for businesses across Nelson, Tasman and the rest of New Zealand. We help you make informed decisions by taking a comprehensive approach, seeing the whole picture, identifying potential issues and giving you clear visibility of what drives your value. With our extensive experience, you can be confident we’ll support you every step of the way.

Valuations for your situation

What we can help with

Selling a business

Know what your business is realistically worth before you start negotiating.

Relationship property settlements

An independent, defensible value so relationship property is divided fairly.

Buying a business

Get an independent view of value, so you know you’re paying a fair price.

Restructuring

Support changes to your business structure with a robust, supportable value.

Shareholder exit or buy-in

Set a fair price for shares when a shareholder leaves or a new one comes in.

Planning and growth

Understand what drives your business’s value and where it can be improved.

The right level for your situation

Not every situation needs a full report. We'll recommend the right option at our first conversation and confirm a fixed fee before we start.

Value Conversation

An informal advisory session to help you understand the value of your business and what drives it. This is not a formal valuation

From $450 +GST

Best For

Owners who want to understand what their business could be worth and what drives that value

What you receive

A conversation about value drivers, how value is derived, and an understanding of valuation methodologies and whether your business would be valued on an earnings or asset basis.

Timeframe

One scheduled meeting plus a short follow up

Book a conversation

Limited scope valuation

Indicative Valuation (Limited Scope) is not an AES- 2 engagement although depending on instructions with you the report may follow the AES-2 standard.

POA

Best For

Sale and purchase of business

Amicable relationship property settlements

Benchmarking

What you receive

A short form report, where some of the information may be limited, for example, the parties may agree to adopt book value for Plant & Equipment.

Timeframe

Typically 2 weeks

Discuss this option

Full valuation report

An independent business valuation prepared in line with the AES-2 standard, providing a fully supported and detailed opinion of value.

POA

Best For

Sale and purchase of a business

Shareholder exit or buy-in

Relationship property settlement

What you receive

A full independent report analysing the business in detail, including value drivers, risks, the valuation method and key assumptions.

Timeframe

Typically 2 weeks

Discuss this option

How the process works

1

5

3

4

2

Initial Conversation and Scoping

Engagement and information

Draft report and fact review

Analysis

Final report

Your Valuer

Justine Kennard | Director

CA | BMS (Hons) | MInstD | CPP

Justine is a Chartered Accountant with over 15 years of experience valuing businesses of all sizes. She brings hands-on knowledge to the valuation process.

Justine takes a practical approach to every valuation. She dives deep into understanding the story behind the business and works through the value drivers to arrive at a well-supported value.

Talk to us about a valuation

Tell us a little about your business and what the valuation is for. We'll come back to you with a recommended approach and pricing options for your situation.