We value businesses and shares for planned successions and for estate administration, at the date and on the basis the situation requires.
Situations
When UAE clients ask for this valuation
- 1A founder is retiring and transferring shares to children.
- 2Shares are being divided so that some heirs own the business and others receive other assets.
- 3An estate includes shares in a UAE company and their value must be established at the date of death.
- 4Family shareholders are buying out relatives after an inheritance.
Who asks us
Typical clients
- Founders and heirs
- Executors and estate administrators
- Family lawyers and wealth advisers
What we value
The subject of the valuation
Shares and business interests forming part of a planned transfer or an estate.
Our method
How we reach the figure
For estates, the valuation date is usually the date of death, using information that was available then. For planned successions, value is assessed at the transfer date. In both cases we consider the business's dependence on the departing founder.
We do not advise on how an estate should be distributed; that is determined by the applicable law and the family's legal advisers.
| Income | Sustainable profit or projected cash flows | Usual starting point |
|---|---|---|
| Market | GCC and international deal and listed-company evidence | Cross-check |
| Asset | Restated balance sheet value | Where relevant |
Valued at the date of death or transfer, reflecting the business's dependence on the founder.
Value drivers
Points that move the value
- Founder dependence
- The effect of the founder's departure on relationships and earnings.
- Valuation date
- Date of death or date of transfer, and information known at that time.
- Equalisation
- Treating heirs fairly when some receive shares and others do not.
Documents
What we will ask you for
- Financial statements around the valuation date
- Constitutional documents
- Details of the estate or succession plan
The full list is tailored to your company once the scope is agreed.
Report, timing & fees
What you receive, and when
Reports suitable for family members, executors and courts administering estates.
Timing
Usually three to five weeks.
Compare report levels on our reports and deliverables page.
Questions
Questions clients ask about this service
- Can you value at a past date?
- Yes. Historic valuations use information available at that date, and we state this clearly.