Valuation advisory

Your value proposition
 
Demand for high-quality valuations services from independent firms led Moore Stephens Corporate Finance to establish its specialist valuations practice.
 
Decision-makers need a valuation and corporate advisory firm staffed by professionals who offer a combination of strategic thinking, tax and accounting expertise, and in-depth valuations and business knowledge.
The advisors must also be committed to meeting deadlines, while providing a consistently high level of service.
 
Moore Stephens Corporate Finance provides and maintains solid support for both its advice and its value conclusions. We deliver a broad range of valuation services across all industries. The members of our team and our directors have prior investment banking, specialist mergers and acquisitions experience.
 
We provide a comprehensive range of financial valuations, including unquoted company valuations, share and option valuations, business valuations, intellectual property valuations, valuations for transactions, legal, taxation, regulatory and financial reporting purposes.
 
Financial valuations
 
Moore Stephens Corporate Finance provides opinions of value in respect of:

  • Corporate valuations of private companies, public companies, start-up companies and joint venture interests
  • Partnership interests, corporate projects and portfolios of unlisted investments
  • Intangible asset valuations of trademarks, brands, patents, copyrights, customer-related intangible assets, technology, research and development of goodwill
  • Investment valuations of ordinary shares, restricted shares, preference shares, minority, shareholdings, controlling shareholdings, bonds debentures, warrants and rights
  • European options, American options, combination-type options and hybrid financial instruments

We provide our clients with:

  • Independent opinions
  • Flexible and creative solutions
  • Dedicated partner involvement
  • A lack of bureaucracy and process
  • A quick and efficient response
  • Personal service
  • Value for money

Financial reporting valuations
 
Companies are often required to obtain opinions of value for financial reporting purposes. Independence regulations require that such valuations are not performed by the company’s auditors. Moore Stephens Corporate Finance is regularly recommended by audit firms where independence rules prohibit their involvement.
 
Our valuations directors are experts in their fields. They regularly present courses on IFRS and valuation-related issues in South Africa, the UK, USA and Europe. 

Our financial reporting valuation services include:

  • IFRS 3 purchase price allocation
  • IAS 36 impairment reviews
  • IFRS 2 share-based payment/ incentive scheme valuations

Independent fairness opinions
 
These apply to companies contemplating a related-party transaction in terms of the JSE Limited Listings Requirements, or an affected transaction in terms of the Securities.  Moore Stephens Corporate Finance is an accredited independent valuation expert, having issued numerous fairness opinions.
 
Areas in which we have experience include:

  • Expert witness
  • Disputes under Articles of Association
  • Shareholder disputes
  • Intellectual property valuations
  • Divorce proceedings
  • Exchange control approvals
  • Companies Act Section 38 requirements
  • Taxation valuations