Value Your Nest Egg

Keep It – It’s Yours

Why it is Really Worthwhile to Appropriately Value an Estate: -

• Your family will need the nest egg valued appropriately. You have worked hard. You have earned your wealth. But as the famous economist, John Maynard Keynes said, there are only two certainties in life - death and taxes. Your family and executor can benefit from a ProbateValue^® Valuation because it can help allocate resources appropriately or to structure financial affairs for the benefit of the family.

• Shareholdings in any private companies are difficult to value. This means that some specialist expertise can help. Because there are several ways to value a business, and because not all accountants use the widest variety of techniques, or else are not wholly independant, an executor needs to be able to obtain appropriate valuations. The differences between methods can produce significant variations in value, and this can affect what the family keeps.

• Indeed, some family members may need to reach agreement the value of your corporate assets. This requires an independent party that is not aligned to any family member. If another family member is involved in the business, then an executor ought to question how independent is advice from, for example, say the current accountants to the business. Because Business and Technology Links Ltd. is not involved with a business, we can form a truly independent view.

• If you have not experienced how buyers and sellers negotiate to acquire or dispose of a business, then how can you be sure that your valuation would stand in the market place? What are the appropriate arguments? How is a deal arrived at? What are the key value drivers? We can help your familyor en exeutor to arrive at an appropriate valuation.

• Minority discounts can affect small inheritors. Do you want to have a structure in place to prevent this or to encourage this in the event of probate?

• Many are convinced that having evidence of market value, prepared professionally, could influence the financial outcome of your estate, and could be evidence of the value to be passed on.

Get a ProbateValue^® valuation because: -

• Your family needs to know how much shares in a private company are worth.

• You want your executor or partner/spouse to estimate market value using tools like discounted cash flows or IRR's.

• You want a truly independent party to do it for you to minimize potential conflict between family members.  Such conflict could disrupt family relationships, you think.

• After you are gone, you want to take responsibility and not leave on the shoulders of somebody else.

• The executor is not happy to leave it to the rest of the family to sort out.

• You wish to look after your family’s best interests.

• You are convinced that valuations, and appropriate structures are worthwhile to ensure your family gets to keep that hard earned nest egg.

You prefer to leave things as they are because: -

• Your nest egg has already been structured to hold onto it.

• Your don't mind your well earned wealth being taken by the State.

• Your executor will know the best method of valuation when filing the probate papers.

• The nest egg is under the appropriate thresholds.

• You are happy you already have done everything in your power to make the business more valuable for those that succeed you.

• Your family is very harmonious, and will not feel that matters could have been structured better.

So,

Ensure that it is all sorted out professionally, independently, and with ultra speed -

Use ProbateValue^® valuations particularly for your private companies.
Get the correct benchmarks now.

Features of ProbateValue^® Valuations

• You can select the service delivery.

• This means that if you require a ProbateValue^® valuation within a certain time frame, we have offerings to suit you.

• They apply to private companies, in general.

• There may be implications for other shareholders, or for the values of other shareholdings.  You get our views on these.

• A ProbateValue^® valuation can take account of an exit mechanism (if there is one).

• This means that you may wish to amend the approach or put in place a new structure as far as the exit mechanism is concerned.

• They are based on specialist expertise appropriate for valuing private companies.

• This can give you better use of appropriate discount rates that are suitable for the circumstances of your case.

• ProbateValue^® Valuations use a variety of valuation methods.

• You can gain from using professional methods that financial investors (as distinct from your auditors)  use.

So, call us to-day to discuss your particular requirements.