Exit & Succession
Exit and Succession Valuations
From whole-of-business sale to phased shareholder buyout. Independent valuations that hold up under scrutiny.
Book a scoping callWhen You Need This
Sale to a third party. You are selling the business and need an independent valuation to anchor negotiations and satisfy due diligence.
Succession to family. Transferring ownership within the family requires a fair-value benchmark to manage expectations and tax obligations.
Staged shareholder buyout. One partner exits over time — each tranche needs a valuation at the buy-back date.
Partner exit. A departing partner requires an independent valuation of their interest, including any minority or illiquidity discounts.
What We Deliver
Comprehensive valuation report
Minority/majority discount analysis
Tax structuring referral — we work with your tax adviser
Succession planning interplay and phased buyout modelling
Sensitivity analysis across key assumptions
Executive summary for board and stakeholder presentation