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.

REFER WHEN…

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 repo









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.





WHY REFER TO BIZPLANS
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.

REFER A MATTER

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No pitch. No pressure.

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