A certified business valuation report. A documented basis for dispute resolution.

A Conclusion of Value engagement is a 150-page, NACVA-compliant valuation report — documented to the standard required for expert determination, mediation, or court. $7,900 + GST. Fixed fee.

Ring Bruce: 021 245 8881 | Email: bruce@fealty.co.nz

A word from Bruce

When you need a conclusion of value

Relationship property

A business interest is part of the relationship property pool. You need a certified valuation for the property division process — one your lawyer and the other party’s lawyer can both engage with.

The Conclusion of Value is built to Family Court standard. The methodology is documented in full so both legal teams can examine the reasoning, not just the number.

Shareholder dispute

You and your co-owner can’t agree on the value of the business. A forced exit is underway. A bad leaver clause has been triggered. The share price needs to be determined by someone independent of both parties.

The Conclusion of Value documents the methodology thoroughly enough to hold up in mediation, expert determination, or court.

A valuation built to withstand scrutiny — because it documents every assumption

The Conclusion of Value follows NACVA Professional Standards. My CVA credential provides the ‘specialised knowledge’ required under Section 25 of the Evidence Act 2006 to offer an opinion that is substantially helpful to the Court in determining the value of property. That’s the legal standard for expert evidence in New Zealand — and it’s what the Conclusion of Value is built to meet.

A business valuation is a professional opinion. The Conclusion of Value documents every assumption, adjustment, and methodological decision so the reasoning behind that opinion is transparent and verifiable. Footnotes. Appendices. Site visit and director interviews included.

Opposing counsel and their valuer can engage with the documented reasoning — they don’t need to dispute the conclusion in a vacuum.

$7,900 + GST. Fixed cost.

You’re already spending on legal advice. The valuation report fee is a known, capped line item in an environment. 80% upfront, 20% pre-final report. Post report fees are additional.

150 pages that close the methodology argument

The report length is the point.

A 150-page report covering financial analysis, industry and economic context, risk assessment, market approach, and extensive appendices removes the ability to keep re-litigating the number. Once the assumptions are on paper — certified, structured, explained — there’s far less room for a continuing dispute about how the value was reached.

That documentation is what creates closure.

8 weeks. A defined endpoint in a situation with none.

8 weeks from when information gathering is complete. The timeline is defined from the start.

If a court date or mediation session makes an earlier delivery necessary, expedite is available for an additional $2,000 + GST.

Experience

I’ve completed valuations and dispute-adjacent engagements including:

Internal sale of shares in a software services company
Internal sale of shares in a government services firm
Global architectural partnership separation
Equity valuation in a manufacturing company for exit planning
Merger of two services firms

Credential: Certified Valuation Analyst (CVA), credentialled through NACVA. The CVA is a dedicated valuation credential with a formal standard that can be referenced in dispute resolution and litigation contexts.

How it works (9 steps)

1. Initial conversation Ring or email. Tell me about your situation — the nature of the dispute, the timeline, what information you have access to. I’ll confirm the appropriate engagement type and scope. No obligation.

2. Engagement and information gathering Formal engagement letter setting out scope, timeline, and fee terms (80% upfront, 20% pre-final report). You provide financial statements and background documents. Where access to information is contested, we discuss the approach.

3. Site visit and director interviews An in-person site visit and interviews with company directors form part of the process. The valuer has physically assessed the business and interviewed the people running it. That’s part of what makes the report litigation-ready.

4. Analysis and report Full financial analysis, normalisation, risk assessment, industry and economic context, three valuation approaches where applicable, DLOC/DLOM adjustments where relevant. Approximately 150 pages with footnotes and appendices. 8 weeks from when information gathering is complete.

5. Post-report meeting I walk you and your lawyer through the findings together. The report is designed to be understood by your legal team as well as any opposing advisers reviewing it.

Questions

“How do I know the other party will accept the methodology?” The methodology is documented in full — every assumption, every adjustment, every decision has a written rationale. Opposing counsel can challenge the inputs. The documented process gives them the transparency to engage with the reasoning, not just dispute the conclusion.

“Will this make things worse?” The valuation is independent. It doesn’t advocate for either party. The report is the documented outcome of a NACVA-compliant process. In many cases a certified, documented valuation reduces confrontation — because it removes the question of methodology from the dispute.

“$7,900 feels significant when I’m already spending on lawyers.” It is a significant fee, and it reflects the scope — 150 pages, 8 weeks, site visit and director interviews, NACVA Professional Standards compliance.

“How long will it take?” 8 weeks from the point where information gathering is complete. If a court date or mediation session makes earlier delivery necessary, expedite is available for an additional $2,000 + GST.

“Can you only do this if I have access to all the business financials?” Worth discussing in the initial conversation. The scope and approach will depend on what information is available. Ring or email to talk through your specific situation.

Get a certified number — and a documented basis for resolution

A conversation with Bruce is the fastest way to confirm whether a Conclusion of Value engagement fits your situation and timeline. No obligation.