Know your business valuation number before the buyer presents theirs

An independent, certified business valuation gives you a defensible price before you go to market. $3,900 + GST. 3–4 weeks. A 40-page report built to hold up when buyers push back.

Call Bruce on 021-245-8881 | Email bruce@fealty.co.nz

A word from Bruce

A credential buyers' advisers recognise

I’m one of only two Certified Valuation Analysts (CVA) in New Zealand — a credential dedicated entirely to business valuation, accredited through NACVA’s international standards.

When a buyer’s accountant or due diligence team reviews your valuation, the CVA behind it gives the report weight. It’s the difference between a number someone came up with and a number that’s been arrived at through a certified process.

I am a New Zealand business valuer and M&A adviser who has completed 86 valuations. I have worked as an M&A adviser and New Zealand partner for international mid-market M&A firms.

Certified Valuation Analyst
(NACVA)

Master of Entrepreneurship
(Otago)

BCA
(Accounting, Victoria)

$3,900 + GST, a fraction of what a pricing mistake costs you.

Fixed price. No hourly billing, no scope negotiation.

If your business is worth $2M, even a 5% pricing error is $100K. The valuation fee is a rounding error against the cost of going to market at the wrong price — or accepting an offer you can’t evaluate.

A 40-page report that answers the questions buyers will ask

Financial analysis, risk assessment, normalisation adjustments, and a defensible value conclusion — all in one report.

The report covers the income approach, asset approach, and (where applicable) market comparables. You’ll know where your value comes from and where a buyer might challenge it.

When you need a pre-sale valuation

Going to market You’re preparing to sell and want to set an asking price you can defend, not a guess based on a multiple someone mentioned at a conference.

Evaluating an approach A buyer has made contact and you need to know whether their offer is in the right range before you respond.

Sale readiness planning You’re 1–3 years from selling and want to understand your current value so you can work on improving it.

Broker engagement You’re appointing a broker and want an independent valuation before their appraisal so you have your own baseline.

Partnership exit You’re selling your share to an external party and need a defensible number that protects your position.

Capital raising You’re bringing in external investment and need a valuation to anchor the equity discussion.

Deal experience

I’ve completed valuations across a range of industries and transaction types:

Sale of a wholesale business
Acquisition of a tourism aircraft company
Acquisition of a seafood business
Sale of a commercial construction business
Hospitality group international capital raising
Merger of two services firms
Equity valuation in a manufacturing company for exit planning
Internal sale of shares in a software services company
Global architectural partnership separation

How it works

1. Brief call We talk about your situation — what you’re selling, your timeline, and whether you’ve had any approaches. 15 minutes. No obligation.

2. Information and analysis You provide financial statements (typically 5-6 years) and background on the business. I analyse the data, normalise earnings, assess risk, and apply the relevant valuation methods.

3. 40-page report You receive a detailed valuation report covering financial analysis, risk assessment, discount and premium adjustments, and a value conclusion. I walk you through the findings in a post-report meeting.

4. Take it into the deal Use the valuation to set your asking price, evaluate offers, brief your broker, or anchor a negotiation. The report is designed to hold up when buyers and their advisers scrutinise the numbers.

Common questions

Will a buyer actually care about the valuation methodology?

Their advisers will. A serious buyer will have their own accountant or valuer review your numbers. A 40-page report with financial analysis, risk assessment, and normalised earnings gives your price a documented foundation. It’s harder to dismiss a certified valuation than a number pulled from a rule of thumb.

How long does it take?

3–4 weeks from receiving your financial information. Expedite is available for $750 + GST if timing is tight — useful if you’ve had an approach and need to respond.

What if the valuation is lower than I expected?

Then you know before a buyer tells you. That’s the point. A valuation that confirms your price gives you confidence in negotiation. A valuation that flags issues gives you time to address them or adjust your expectations — before you’re sitting across the table from someone who’s done their own homework.

FAQs

How long does it take?
Most owners can complete a first pass in two hours (without watching videos) once they have their recent financial statements. Then they can do a second iteration, taking the time to understand the different factors that make up company value. This might take many hours, depending on how much an owner wishes to understand. You can iterate and refine as many times as you wish.

What do I need to start?
Your last 5 years’ financial statements. You can use fewer than 5 years, even 1 year, if you wish.

Is it accurate enough for a sale or shareholder deal?
Fealty is designed to produce a transparent, defensible valuation you can explain. For high-stakes or formal proceedings, an independent valuation report may still be appropriate.

Is it a subscription?
No. One-time payment for 28 days of access.

What if I don’t agree with the number?
You can adjust your assumptions (risk, discounts, normalisations, weightings) in as many different versions as you want — so you understand what drives the outcome.

What is the review service?
If selected, a CVA will check inputs and assumptions for reasonableness and consistency and flag issues before you share the valuation.

Know your number before the buyer presents theirs

A 15-minute call is the fastest way to work out whether a pre-sale valuation fits your timeline. No obligation.