Independent valuation for disputes and legal proceedings
Are you involved in a divorce, shareholder dispute or disagreement over the value of a business? In these situations, an independent valuation is often an essential part of reaching a well-founded resolution.
RSM supports businesses, shareholders and their legal advisors with valuation matters relating to legal proceedings, arbitration and disputes. Our Registered Valuators prepare independent and well-supported valuations that can be used in a legal context.
When is a valuation relevant in a legal dispute?
A valuation may be required in situations including:
- divorce and the division of assets
- shareholder buy-outs
- disputes relating to earn-out arrangements
- inheritance and business succession
- economic loss assessments
In these situations, a well-supported and defensible valuation is of great importance.
Our role in legal proceedings
Depending on the circumstances, our Registered Valuators can fulfil different roles. We can act as:
- a party-appointed expert on behalf of you or your legal advisor
- an independent expert for courts and courts of appeal
- an arbitrator in disputes requiring a binding decision
- an advisor providing second opinions and fairness opinions
Although we are not lawyers, we work closely with legal advisors and provide the valuation expertise required to support legal matters effectively.
Our approach
For valuations used in legal proceedings, not only the outcome but also the underlying analysis is important. We therefore combine:
- financial analysis and recognised valuation methodologies
- knowledge of relevant legislation and regulations
- insight into industry-specific developments
- clear and well-supported reporting
Our reports are suitable for use in legal proceedings and provide transparency regarding the valuation methodology, assumptions and conclusions.
Why choose RSM?
Our Registered Valuators have extensive experience with valuation matters in complex and sensitive situations. We provide independent valuations that are carefully substantiated and tailored to the specific circumstances of each dispute.
Need a valuation?
Are you dealing with a legal dispute or valuation issue? Our Registered Valuators provide independent and well-supported valuations tailored to your situation.
Other services:
Frequently asked questions about valuation for legal disputes:
A valuation may be required in cases involving divorce, shareholder disputes, earn-out disputes, business succession or economic loss assessments where the value of a business is under discussion.
Yes. Our Registered Valuators can act as independent experts for courts, courts of appeal and arbitration proceedings. We can also act as a party-appointed expert on behalf of one of the parties involved.
A fairness opinion assesses whether the financial terms of a proposed transaction are fair from a financial perspective for the party involved.
A valuation prepared for legal proceedings requires a transparent valuation methodology, a well-supported analysis and reporting that can withstand scrutiny in a legal context.