Business valuations for estate, probate and succession planning matters.
For executor reporting, beneficiary distributions, probate filings and succession planning. Defensible valuations supporting accountant and lawyer files.
An estate or succession valuation establishes the market value of private business interests forming part of a deceased estate or being transferred under a succession plan. Prismi prepares these reports for executors, beneficiaries, lawyers and accountants managing the tax, legal and commercial dimensions of estate and succession matters.
When estate valuations matter
A market valuation is generally required for probate filings, beneficiary distributions, CGT cost base reset on death, and succession plan structuring. Where multiple beneficiaries are involved, the valuation may affect distribution shares. Where the deceased held private business interests, the valuation forms part of the executor's file and is reviewed by tax authorities and potentially other parties.
Often a retrospective engagement
Estate valuations are frequently retrospective — the valuation date is the date of death, which may be months or years before the report is commissioned. The retrospective evidentiary discipline applies. We rely only on information reasonably available at the date of death and document the retrospective limitations explicitly.
Common questions.
Do you work directly with executors and lawyers?+
Yes. Most estate engagements are referred by the deceased estate's lawyer or accountant. We work within the engagement structure they specify and deliver reports suitable for inclusion in the executor's file.
Ready to discuss your engagement?
Fifteen-minute discovery call. We confirm the tier, fee and timing before you commit.
Talk to a valuer