The Leading Professionals in Business Valuation within Sydney

Helping you win
We specialise in providing cost effective business valuation solutions in North Sydney and the surrounds using our APES 225 compliant proprietary platform. Our valuations include:

  • Calculation
  • Limited Scope and
  • Full Scope

Why do you need a valuation of your business?

  • Banking and financing requirements
  • Business acquisitions
  • Business disposals
  • Corporate restructures
  • Pre listing fund raising
  • Employee share plans
  • Market valuation for income tax, CGT, tax consolidation or GST (we follow ATO guidelines)
  • Shareholders/Partners/Unit Holders disputes or agreements
  • Convertible share valuations
  • Family court matters and family disputes
  • Other legal, statutory and compliance requirements

Our highly automated calculation process coupled with our hands on business information gathering and analysis process produces highly insightful reports.

Process of business valuation:

Step 1: Understanding the asset/entity being valued/ Scope of work

  • Understand the Scope or Terms of Reference
  • Business and SWOT analysis
  • Industry analysis
  • Market analysis
  • Legal and statutory framework

Step 2: Alternative valuation methodologies to be considered

  • Discounted cash flow
  • Capitalisation of earnings
  • Net tangible assets
  • Quoted market price with discounts
  • Rule of Thumb
  • Comparable transaction analysis

Step 3: Adjustments

  • Discount for lack of marketability
  • Discount for minority interests
  • Premium for control
  • Any other special considerations

Step 4: Calculation and report

  • Valuation prepared
  • Documentation in report consistent with ATO guidelines/statutory requirements where applicable

Step 5: Review Process

  • Quality review conducted by Principal
  • Key assumptions, methodologies and information utilised and valuation findings are discussed with clients where appropriate to reinforce validly of our calculations and conclusions.

Why North Sydney businesses trust our valuation experts

We understand the importance of accuracy and being thorough when it comes to valuating your business. When any errors or miscalculations could prove rather costly down the track, we always ensure our work standards are kept at the highest level. This means we research your business from the inside out to help aid our experts and equip them with everything they will need to know to offer you a holistic financial solution.

For any questions regarding our business valuation services available in North Sydney and beyond, call us today on 02 9279 0345. For information on our other services, including forensic accounting and accountant automation, please click on the links. We look forward to hearing from you.