Safe-Harbour Valuation — Is Your Company Below the Threshold?

If your company’s value is at or below Equity + 4×EBITDA, gains may be sheltered.

What is Safe-Harbour?

If your company’s value is at or below Equity + 4×EBITDA, gains may be sheltered under the statutory formula.

Safe-Harbour Threshold

— €

What if I'm above?

If your company’s real value exceeds the safe-harbour threshold, documenting your intangible assets gives your advisors a defensible reference.

Substantial Participation (≥20%)

Related: Substantial Participation · Normal Gains · Holding Structures · Succession · Full Calculator

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