Simply Business Valuations

Insights

· 1 min read

Valuing a business for a share transfer

By Simply Business Valuations

When shares move between people who know each other well, there is no open market to set the figure. A valuation report supplies one, with the reasoning that supports it.

Why it matters

A transfer between family members or partners can have tax consequences. A figure that cannot be explained invites questions; one that sets out its method and assumptions answers them in advance.

What we need

Three years of financials, the share structure, and the date the transfer takes effect, which usually becomes the valuation date.

From $3,490 incl. GST, fixed fee

Start a valuation