Valuations & Due Diligence

We have experience in preparing valuations of businesses for purposes of sale, restructuring, the addition of new investors or partners, the division of business assets in a marriage breakdown or succession planning.  We also have performed due diligence reviews on companies and businesses that our clients wish to acquire.

 

Valuations are essential in determining the fair value of your business which you have built over years, no matter what exit strategy from the business is chosen. Business valuations consider the economic conditions in which the business operates, financial analysis, normalisation of financial statements, and the use of income and asset-based approaches and related techniques.

 

A valuation is beneficial when you are considering:

  • Estate Planning
  • Tax implications on the sale or issue of equity to Related Parties
  • Exiting by selling the Business
  • Exiting by Co-owner Buy-in or Buy-out
  • Exiting by Buy-Sell Agreements
  • Buying another Business
  • Property Settlements in Marital Dissolutions
  • Shareholder Disputes

 

A due diligence review is beneficial in:

  • Determining if the historical financial performance of the business is consistent with representations made by the vendors
  • Understanding how the business operates
  • Understanding potential operational issues
  • Identifying potential tax issues

 

Stewart, Tracy & Mylon can provide cost effective and timely business valuations and due diligence reviews covering most industries. We can also advise you on how to improve your business to increase its value in preparation for a sale.