FOR ATTORNEYS & ACCOUNTANTS
When to bring in a valuer —
you keep the client.
When a business has to be valued and the number will be relied on, submitted or contested, that is specialist work. I provide a defensible, independent valuation you can put your name behind — the relationship stays entirely yours.
THE SIGNAL, IN ONE LINE
If the number is contested, going to a court or a tax authority, or real money turns on it — refer it.
Independent and defensible, built to withstand an opposing expert, SARS or a buyer’s adviser. My independence means the number holds up even when your client wants a particular answer — which is exactly what makes it safe for you to rely on.
For attorneys
Divorce / accrual · shareholder disputes, oppression or unfair prejudice · buy-outs under a shareholders’ or partnership agreement · deceased estates that hold a business · litigation or expert determination needing an expert report.
For accountants
A client selling or buying a business · a shareholder buy-out, share issue or incentive scheme · a tax event (estate, CGT, donations, restructuring) · succession or estate planning · anything where a generalist estimate would be challenged.
For corporate finance & sell-side advisers
A client who has had an unsolicited approach · an owner who needs a defensible figure to set expectations before going to market · a deal where a strategic buyer’s opening offer has to be tested. You advise on the deal; I sign the independent number it is measured against — a complement to your indicative work, never a substitute, and never contingent on the outcome.
01
Defensible & independent
IVS-aligned, signed, built to withstand challenge.
02
Safe to rely on
The number holds up even when your client wants a particular answer.
03
The relationship stays yours
I value the business; I don’t take your client. I work alongside you.
04
Fast & fixed-fee
Agreed up front, never contingent.
See exactly what “defensible” means
The 50 questions an opposing expert will ask about your valuation
The questions I would ask if I were instructed on the other side — and where the answers should live in the report. Free, no email required.
REFER A MATTER
Send a referral in under a minute
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No pitch. No pressure.
Ask — a two-minute call usually settles it.
