When a valuation will be examined by a tax authority, a court or an opposing party, it has to be both well reasoned and independent. Valtech Valuation provides valuation services for tax compliance, dispute resolution and litigation support. We cover business interests, illiquid assets and complex financial products, and our reports are prepared to stand up to challenge.
Valuation for Tax Filing and Compliance
Tax authorities often require supportable valuations to determine capital gains, stamp duty, estate and gift tax, and other liabilities. We help businesses and individuals with:
- Assessing fair market value for tax reporting
- Preparing defensible valuation reports for tax filings, audits and enquiries
- Valuing business interests and assets for estate planning, succession and tax structuring
- Transfer pricing valuation of intangibles, shares and businesses moved between related entities or jurisdictions
- US 409A valuations for share-based compensation compliance
Valuation of Illiquid Assets and Financial Products
Unlike listed securities, illiquid assets have no readily available market price. We value:
- Real estate and investment properties
- Unlisted equity and private equity interests, including minority stakes
- Structured products and investment contracts offered by financial institutions
Where relevant, we quantify discounts for lack of control and lack of marketability, with clearly documented reasoning.
Shareholder Transactions and Dispute Resolution
Disputes often arise over how to value shares, particularly between majority and minority shareholders, in buy-outs, deadlocks or exits under a shareholders' agreement. We help to:
- Establish a fair valuation basis for share transfers among shareholders
- Provide objective, independent valuations that facilitate settlement
- Support mediation and arbitration with well-reasoned valuation analysis
Litigation Support and Expert Witness Services
Valuation is often central to commercial disputes, matrimonial proceedings and financial litigation. Our litigation support includes:
- Independent expert reports and expert witness testimony on valuation matters
- Valuation of business interests in divorce settlements
- Quantification of loss and damages
- Review and critique of the opposing party's valuation
Trusted by Public Companies and Multinational Corporations
Valtech Valuation is an independent valuation and transaction advisory firm with offices in Hong Kong and Singapore. Our clients range from Fortune 500 companies and publicly listed groups to private equity funds, family offices, high-growth startups and private individuals, with engagements across Hong Kong, Mainland China, Singapore, Southeast Asia, the Middle East and the United States. The same rigour that listed companies and multinationals rely on in audited reporting goes into every tax and dispute valuation we prepare.
Why Appoint Valtech Valuation for Reliable International Valuation Services
- Independent and defensible conclusions – reports prepared to withstand challenge from tax authorities, courts and opposing experts.
- ISO 9001 certified quality management – a certified quality process for consistent, reliable results on every engagement.
- Proven with listed companies and multinationals – experience supporting publicly listed groups, US-listed firms and Fortune 500 companies.
- International reach, local expertise – offices in Hong Kong and Singapore, with experience across multiple tax and legal jurisdictions.
- Expertise in illiquid and complex assets – from private equity interests to structured financial products.
- Multi-disciplinary qualified team – accounting, finance, risk management, surveying and business valuation professionals working together on each engagement.
Professional Credentials of Valtech's Team
- PhD holders
- Certified Public Accountants – CPA (HKICPA)
- Chartered Financial Analysts – CFA
- Financial Risk Managers – FRM (GARP)
- Chartered Valuation Surveyors – MRICS (Royal Institution of Chartered Surveyors)
- Accredited in Business Valuation – ABV (AICPA)
- Certified Valuation Analysts – CVA (Singapore)
- Certified Public Valuers – CPV (China Appraisal Society)
Request a Confidential Consultation
Tell us about the tax matter or dispute and any deadlines, and we will prepare a tailored proposal.