Business and Share Valuations

Do you need to get a deal done, but you’re not sure what the value of the business is?

Negotiations are hard enough as they are, let alone when you go in blind.

Sometimes you really don’t need a valuation, you just need some advice on approach. But sometimes a valuation is absolutely essential.

Think about a messy divorce, or a shareholder split. Emotions get in the way of being able to strike a deal, and you need someone to just tell you what the answer is.

Our team are experts at business valuations and share valuations. We see all sorts of unusual situations, and we’re not afraid to defend our valuations in court (if you get need to go that far)

We’ll help you work out what you need before we start on a full valuation report, because sometimes you just don’t need one. This can save you a lot of money, and we won’t charge you for the first meeting.

We don’t do property valuations – we specialise in business and share valuations.

Valuation work we do really well

Relationship property disputes

We can prepare expert-level valuations that can be used in legal proceedings, but sometimes a valuation report isn’t what’s required. Sometimes there are more cost-effective ways to do things. You can count on us to let you know what you actually need.

Insurance valuations

Do you have shareholder protection insurance? We can do the valuation to support your insurance policy if one is needed.

Selling, buying, restructuring or raising capital for your business

These are the obvious situations for a valuation, and one size doesn’t fit all. We have tax experts at hand if part of your business is expanding offshore, and we’ve had plenty of experience with buying, selling and investing in businesses ourselves.

Litigation support valuations

Suing someone? Being sued? We can look at how much money you’ve lost (or how much you’re being sued for) and give you an expert-level report that can be used in court as evidence. We can also appear as an expert witness if needed.

Valuing a business loss

Is the government putting a motorway through your business? Not an ideal situation to find yourself in. We can help with the compensation, acquisition or relocation claim – we’ve done lots of these and know the process inside out.

Employees, succession and ESOPs

It’s not easy working out how to pass the baton, let alone how much to charge for it. ESOPs and earn-outs are something we do really well, and we use them ourselves for our own staff.

Some of the valuation stuff we’ve done recently

Covid impact

We prepared a valuation for a business that was negatively effected by Covid, helping one shareholder buy out another.

We assisted with a valuation and negotiation of a merger of two businesses where one was positively affected by Covid and one negatively affected.

Capital raising

We’ve assessed the pre-money valuations and raised capital for dozens of businesses over decades. Recently we’ve assisted with software and medical marijuana, among other things.

Relationship property disputes

We joined a mediation to help untangle a mess of business assets involving tens of millions of dollars, and helped negotiate a result that everyone was happy with.

We wrote a critique of another expert’s valuation, which helped sort out a relationship property dispute before it went to court.

Restructuring your business

We valued the IP of a company restructuring globally, to help transfer it to another country to fit with the new business structure.

Buying or selling your business

We help all the way through the process – we’ve helped many people work out the value of their business, and supported during due diligence.

Business loss

Recently we helped a group of 8 businesses work through the Public Works Act and value their businesses relocation loss. This can be a difficult and emotional process for SMEs where businesses are an important part of the owners’ lives. We were able to get a good result in the end.

If you want to talk about what you need, just fill in the enquiry form below, or contact the team directly.

featured-quote-mark.png
  • This field is for validation purposes and should be left unchanged.

Joshna Mistry

Partner and investment expert.
Read Joshna’s profile.

Humphrey Hart

Senior Analyist and investment expert.
Read Humphrey’s profile.

solid-icon1b.png
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. xero logo It’s small business accounting software that’s simple, smart and occasionally magical. Log in online anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. 
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. tax traders logo Tax Traders allows you to buy someone else’s tax to settle your account with Inland Revenue, as well as save on interest and late payment penalty charges.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. smart ar logo Astute cash flow management is essential for operating a small business.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. myob logo Trusted by 1.2 million businesses, myob is New Zealand’s largest accounting solutions provider. The platform is equipped to support the needs of New Zealand organisations.
As a client at Gilligan Sheppard you will access to international networks and resources to enable optimal outcomes for your business/trust/transaction.  accountancy insurance logo Tax Audit Insurance specifically designed for accountants in public practice. This provides cost effective protection and peace of mind against the substantial cost that may be incurred should IR or other government authorities conduct a random review, investigation or audit.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. cpa logo A CPA is a finance, accounting and business professional with a specific qualification. It indicates a soundness in depth, breadth and quality of accountancy knowledge and gives you competitive advantage over your peers.
As a client Gilligan Sheppard you will have access to international networks and resources to enable optimal outcomes for your business / trust / transaction. agn international logo AGN International is a worldwide asociation, composed of four regions, of independent accounting and advisory businesses.
solid-icon2.png
2024…A year like most in business has never seen before.
To be fair, I think none of us have lived through a year such as 2024. It wasn’t like the Global Financial Crisis (GFC), a banking crisis that tipped through into asset prices, confidence and [...]
Why businesses are making the swap to Xero
In today’s competitive business world, effective financial management is the key to success. As a business, you often need to handle multiple tools simultaneously, such as payroll, accounting, [...]
How to prepare for annual accounts: your unshakeable frenemy
Annual accounts—a business owner’s unshakeable frenemy. No matter the size or type of your enterprise, be it a start-up, a multinational, or a charity—this task waits for you, year in, year [...]
Everything Kiwi’s need to know about Income Tax Returns
Let’s talk about filing taxes, and before you click off, it’s worth pointing out that this could be the most money-saving five minutes of your year. Filing tax returns and paying income tax can [...]
Share options: demystified context and uses
Many share option plans in both the investment markets and employment markets are misunderstood, misused, and don’t deliver for at least one, if not both parties, what they expected. This is the [...]
Tax Updates: 9 December 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
Tax Updates: 2 December 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
Tax Updates: 25 November 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion [...]
The blue deck chair: It’s only words
In an unashamed take from Graham Norton, I intend to write a few stories called ‘the blue deck chair.’ You are free to pull the lever and flip my chair. So please send feedback, flip, or let me [...]
The power of effective bookkeeping: real-life success stories
When a bar owner I worked with went from operating at a loss to turning a profit within one year, it wasn’t just about getting the numbers right—it was about understanding what their business [...]
solid-icon3.png

Click here for details.

We are recognised as authorities in our specialised fields. We publish newsletters with informed opinions that are free for you to subscribe to.

Click here for details.

Richard Ashby (our tax specialist) provides advice, comments and updates on what’s been happening in the world of tax each week.