A clearer way to value your business
Five steps, done remotely, with a fixed fee agreed before any work starts and a draft before anything is final. Typical turnaround is 3 to 7 business days once all required information has been received.
- 01Tell us about the businessThe intake takes about five minutes: the business, the purpose of the valuation, an approximate financial profile and how the business is structured. Nothing needs uploading at this stage.We review it and confirm the scope, the valuation date, who the report is for and the fixed fee in an engagement letter. If the matter is complex, we say so before you commit.You provide: Business details and the purpose of the valuation; Approximate revenue and profit; Your accountant or adviser, if they are involved.
- 02Upload your informationOnce the engagement is accepted, you receive access to the client portal with a document list specific to your industry and purpose. Your accountant can upload on your behalf if you authorise it.The list starts with the financial pack and adds what matters for your kind of business, such as recurring contracts, the fleet schedule, licence holders or the work in progress.You provide: Financial statements, tax returns and payroll information; Asset, contract and customer information; Answers to a short operational questionnaire.
- 03We analyse the businessWe normalise the earnings, look at the revenue mix and margins, and assess the operating risks: owner dependency, customer concentration, the workforce, licences, plant and the quality of recurring revenue.Questions come to you through the portal, and most engagements include a conversation with the owner or manager about how the business runs.You provide: A conversation about how the business runs; Answers to any information requests.
- 04Valuation preparedWe select the methodology that suits the business and the purpose, apply it, and cross-check the result against a second approach and the available evidence.The reasoning is written down: every adjustment, assumption and judgement is explained so that a reader can follow it.
- 05Draft and final reportThe draft lets you check the facts and correct anything we have misunderstood. You can ask questions, and your adviser can review it with you.The valuation conclusion remains our independent judgement. Once factual matters are settled, we issue the final report through the portal.You provide: Comments on the draft.
How long it takes
Typical turnaround is 3 to 7 business days once all required information has been received. The clock depends mostly on how quickly the documents arrive, so the industry-specific list in the portal is designed to get everything in one pass.
Some matters take longer: several entities, a historical valuation date, significant plant that needs separate evidence, or a dispute where the instructions come through lawyers. We give you the expected timing when we confirm the scope, and we do not promise a date we cannot meet.
If you have a deadline, such as a settlement, a lodgement or a meeting with a buyer, tell us in the intake.
Your accountant can stay involved
With your authority, your accountant or adviser can upload documents, answer questions on the financials and review the draft with you. Many owners prefer it that way, because their accountant already holds most of what we need.
The report stays independent and is addressed as the engagement letter sets out.
About the process
How long does a valuation take?
Typical turnaround is 3 to 7 business days once we have received all the information we need. You receive a draft before the report is finalised. Complex matters, such as several entities or a historical valuation date, can take longer, and we tell you the expected timing when we confirm the scope.
What financial information do you need?
Usually profit and loss statements and balance sheets for the last three years and the current year to date, tax returns where relevant, payroll information, and schedules of vehicles, plant and equipment. For trade businesses we also ask for revenue by service line, major customers and recurring contracts. We send a specific list after the intake. Our guide to documents needed for a valuation explains why each item matters.
Do I see the report before it is final?
Yes. Every engagement includes a draft. You can check the facts, correct anything we have misunderstood and ask questions before the report is finalised. The valuation conclusion remains our independent judgement.
Do you need to visit the business?
Usually not. Most of what we need comes from the financial records, operating information and an interview with the owner or management. Where a site visit would genuinely add to the valuation, for example to inspect significant plant, we can arrange one and confirm any cost in writing first.
How do I pay?
Once you accept the engagement letter, the fee is invoiced and can be paid through the client portal. Work starts once the engagement is accepted and paid.
Start with a short intake. We confirm the fee and scope in writing.
An Independent Business Valuation is $1,995 + GST, with a draft before the report is finalised. Typical turnaround is 3 to 7 business days once all required information has been received.