In an inheritance, undocumented company value becomes a family problem.

Why company value is sensitive in an inheritance

When a company forms part of an estate, its value at the relevant date affects inheritance tax filings, asset division between heirs, and any ongoing family shareholder discussions. Without a documented baseline, each party — heirs, advisors, tax authorities — may work from different assumptions. That creates friction, delay, and sometimes disputes.

We provide an evidence layer and documentation. We do not provide legal or tax advice.

What happens when no baseline exists

In the absence of documented company value, the statutory formula (equity + 4×EBITDA) is often applied by default. For companies with strong customer relationships, proprietary systems, or established market position, that formula typically understates real value. Heirs may accept a lower figure without knowing an alternative was available. Tax filings may not reflect the full picture.

What the snapshot provides

• An indicative company valuation range at the relevant date
• Explanation of the business value drivers that affect the range
• A neutral baseline document for family, notaries and advisors
• Early orientation before a formal valuation is commissioned

Who this helps

• Heirs and family shareholders
• Accountants advising on succession
• Notaries and succession lawyers
• Family offices managing intergenerational transfers