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 eight 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.

  • This field is for validation purposes and should be left unchanged.

Joshna Mistry

Partner and Value
Added Services Lead.
Read Joshna’s profile.

Humphrey Hart

Senior Analyst and
Entrepreneur.
Read Humphrey’s profile.

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.
2022 Marketing To-do List
It’s on everyone’s lips, “Let’s hope that 2022 is better”. Lockdowns and levels (and now lights) brought obvious change to business, and the New Year often brings a fresh perspective on [...]
Perspective is power
One person will see the Willow tree as protection from the sun, another, will see the shade it provides as cold and unwelcoming. Another will see the Willow tree as an obstacle in their way, yet one [...]
Some life changing finds
Every year I stumble across a whole lot of cool new things – books, apps, music, websites. They make life a little easier and/or a little more interesting. Sometimes I find things that are [...]
The journey from caring to intolerance
You might ask, “Wtf, what has triggered Bruce to rant about this topic?” It’s simple really, a minor event that no one should have even had a second thought about, as the action and reactions [...]
One-sentence-story
A tale of change and adaption. In March 2020 the world changed. Many thought it would revert quickly to life as it was before and that our behaviours would also revert to what we were used to and [...]
Interest deduction limitation rules: update
In our June newsletter I wrote an article that ‘attempted’ to explain the Government’s proposed new interest deduction limitation rules, which were to have an effective commencement date of [...]
Working from home reimbursements
Covid has changed the landscape of our world. Our everyday living situations, from how we interact with other people, to how we run our businesses has changed in an all-encompassing way. I could [...]
Travel is my sanity
After five weeks of level-four lockdown, followed by seven weeks of level-three, I was asked to write an article for our newsletter. To be honest, I couldn’t summon enough positive energy to write [...]
Richard’s September-October 2021 tax updates
Richard has had over 30 years’ experience with New Zealand and International taxation. His team provide services including: Q&A service for accountants Tax opinions IRD risk reviews and audits [...]
Grow your business in lockdown. Part four of four.
Webcam selling confidence Our marketing team have collaborated with Ambrose from the Sales Mastery Company to create webinars to help small to medium businesses survive lockdown. View the fourth [...]

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.

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