[ About ]

•

How much of your wealth is tied up in your business?

When you have most of your financial “eggs” in one basket, it is a good idea to watch that basket! Sucessfull business owners are checking the value of their business every year, as part of their family wealth creation plan, and to redue their value gap risk.

A value gap risk is the difference between what your business is worth today and what you need it be worth today and what you need it be worth to achieve your personal, family and business life plans. 

Our Business Valuation Services will show you the true value of your business and can be easily updated to highlight changes over time. The key outcome is an accurate, cost-effective valuation assessment of your business. 

We use industry valuation benchmarks to pinpoint areas where you can improve your business value. With “what if’ and “revaluation” analysis technology, we can create a plan for you to get to (or exceed) your desired business value.

You can also use it when selling your business or planning for succession or asset protection.

If you want to grow the value of your business, we provide ongoing support which can be tailored to your goals and your budget. We work closely with you as your Value Improvement Business Advisor, looking at your whole business, not just the numbers. 

[ SERVICES ]

•

How much of your wealth is tied up in your business?

  • Servey and Scorecard

    Complete our ten question, one-minute Business Valuation Survey to better understand how strategic issues impact the value of your business. 

  • Risk and Value Driver Assessment

    Conduct a comprehensive review of qualitative risk and value drivers that affect your business value, including:

    - Industry trends;
    - Key person reliance;
    - Customers, staff and systems;
    - Growth opportunities and more. 

  • Profit and Cash Flow Analysis

    Our Business Valuation Service will standardise your business profit, so it can be compared with other similar businessess.

    Typical profit adjustments include abnormal and extra-ordinary items and non-commercial owner’s salaries and benefits.

  • Benchmarking

    We use the largest and most accurate valuation benchmark databases to validate our value assessment and to identify future value improvement opportunities.

  • Complience

    Our valuation processes, systems and reports comply with international accounting valuation standards and regulatory requirements. 

  • Value Improvement Solutions

    We also offer tailored support to help you grow your business our specialist business advisory services include:
    - Benchmarking;
    - Better Business Program;
    - Chief Financial Officer (CFO) Program; 
    - Board of Advice Program. 

[ CONTACT ]

•

The first step.

What are your ‘Low Awareness’ value factors?

Find our by taking our complimentary Business Valuation Survey and fownload your personalised Business Valuation Scorecard. Then contact us to take action and improve your business value. 

Shane McDermott 
CA Business Valuation Specialist
Director

+64 21 914 996
shane@mcdfs.co.nz