Bankruptcy and death estate valuations

Bankruptcy and death estate valuations

At Lotus Amity we provide bankruptcy and death estate valuations. We prepare business and company valuation reports for tax purposes, for the distribution of assets or where there is a dispute between beneficiaries.

We can produce reports for trustees with valuations at multiple dates, such as the date of death and the current date.

Case studies

The following case studies illustrate our experience in providing bankruptcy and death estate valuations:

• Valuation of a minority interest in a company developing and providing software platforms in the waste and environmental services sector. Business and company valuation expert report prepared for the administrators of the estate at the date of death and at the current date.
• The valuation of the 50% equity held by the bankruptee in a group operating a national engineering business. The group provided electrical and project management services to the mining industry. Business and company valuation expert report prepared for the trustee of the bankrupt estate to determine the recoverability for the creditors.
• The valuation of 100% of the equity held in a company operating a sporting footwear and apparel retail business. Business and company valuation report prepared to determine the cost basis for the transfer of shares to the testamentary trust.