Company valuation: Purposes

There are many occasions for getting company valuations done. These can be differentiated based on whether they are transaction specific or non-transaction specific. The most common cases we handle company valuations at Benefitax are for the acquisition of a company or for a tax return (e.g. in case of a gift or inheritance).

Transaction specific purposes:

  • Purchase or sale of a company or a business unit
  • Change in the composition of a partnership
  • Exclusion of shareholders from GmbH with cash settlement

Non-transaction specific purposes:

  • Credit assessment
  • Valuation in the course of a settlement of an estate
  • Valuation for the purpose of financial reporting
  • Valuation for the determination of tax bases
  • Calculations of guarantee claims as per the company acquisitions

Do you need help in this field? Here we explain which services we offer to you.