WHAT WE DO
Independent business valuations in
South Africa
A defensible, professionally produced opinion of value — prepared to the standards expected by SARS, commercial banks and divorce attorneys.
EIGHT VALUATION SCENARIOS
What situation are you in?
Selling your business
You need a number you can anchor negotiations to — not a feeling, not your accountant’s year-end figure, and not a broker’s estimate designed to win a mandate. An independent valuation tells you what your business is actually worth to a willing buyer. Without it, you negotiate from weakness.
Each party has an incentive to push the number in their favour. An independent valuation gives both sides a number neither party produced — the only number an attorney or mediator can work with credibly.
A business interest is often the most valuable asset in a divorce. The court needs an independent opinion from a conflict-free valuer. Your spouse’s attorney will challenge anything self-serving. A Bizplans valuation is produced to the standard the court expects.
SARS requires a defensible market value at the date of disposal. A correctly produced independent valuation protects you from a reassessment. Getting this number right costs a fraction of getting it wrong.
Commercial banks increasingly require an independent valuation before lending against a business asset. Financial planners and estate planners need a current, credible value.
When shareholders disagree about value, the disagreement cannot be resolved without an independent reference point — produced by a valuer with no relationship to either party and no stake in the outcome.
A buyer’s opening offer is built from their model, not your business — it can sit above or below fair standalone value. An independent valuation puts a defensible figure in your hands that didn’t come from the person trying to buy you, so you negotiate from your number, not theirs.
Handing the business to family, management or a buyer over time starts from a credible current value and a clear view of what drives it. An independent valuation gives you the baseline to structure a phased exit, test partial-sale options and avoid leaving value behind when the transition finally happens.
HOW IT WORKS
Four steps. No surprises.
Tell me your situation. I confirm what is needed and give you a fixed quote before any work begins.
I send a tailored information request document. I am happy to work through it with you and your team.
Three methods applied, earnings normalised, stress-tested across scenarios. Every assumption documented. All work done by me personally.
Professional, signed, independently prepared report, most delivered within a week of receiving everything I need.
A report built to the standard attorneys, banks and courts expect
Executive summary
Headline range, value drivers and risks on one page — the page attorneys photocopy for court briefs
Five-year financial analysis
Revenue, GP, EBITDA and normalisation with plain-English interpretation after every table.
Methodology and multiple selection
Which method, why, and how the multiple was selected. Every assumption documented.
Risk analysis
Owner dependency, customer concentration, sector risk — rated and reflected in the valuation.
Transaction observations
Likely buyer types, deal structure and what to do before going to market.
Signed conclusion
An independent, signed opinion prepared to the standards expected by SARS, the courts and banks.
No pitch. No pressure.
Send me the one question on your mind and I’ll tell you honestly whether a valuation even makes sense for your situation.