Our approach
No two businesses are identical. A defined process gives the work structure, while the analysis responds to the circumstances of your business. You deal with one person throughout.
Tell us about the business, the ownership interest, why a valuation is needed and the intended date. We check suitability and any appointment or conflict considerations. Ten to fifteen minutes is usually enough.
You provide: purpose, business background and any deadline.
We set out in writing what will be valued, the intended users, the basis of value, the information required, the fee and the timing. Work only proceeds once the engagement is accepted.
You receive: an engagement proposal and a tailored information checklist.
Supply the requested accounts, balance sheet details, ownership documents and commercial background through a private, secure link. Our questions resolve gaps and help us understand how the business really works.
You provide: complete and relevant records.
We analyse the evidence and prepare the draft. You can identify factual errors, respond to questions and clarify information. The valuation opinion remains independent.
You receive: a draft report for factual review.
When outstanding questions are resolved, the report is finalised for the agreed purpose. Assumptions, limitations and permitted use remain part of the report, and we are available to walk you or your adviser through it.
You receive: the signed valuation report.
We do not promise a particular value or an outcome favourable to one party. The conclusion follows the agreed basis, information and analysis. If limitations prevent meaningful work, those issues are addressed in the scope, not buried in the report.
What the report tests
Earnings
Reported profit is the starting point. We normalise owner remuneration, one-off items and related-party arrangements, and test whether recent results are sustainable.
Risk
Owner dependence, customer concentration, lease terms, competition, key staff and regulation all bear on the multiple. Each is examined against evidence, not assumed.
Perimeter
The operating business, the shares, or a particular parcel? What working capital, cash, debt and surplus assets sit inside or outside? The bridge from enterprise value to equity is set out line by line.
A little more clarity
Have a question about your circumstances?
Call 0433 475 518For straightforward matters, the typical draft timeframe is 5 to 7 business days from receipt of all requested information. Any deadline should be raised before engagement so we can confirm it is achievable. Finalisation follows your factual review of the draft and resolution of any questions.
When all requested information has been received, not when the enquiry is made. Sending complete, reconciled records at the start is the single biggest thing you can do to shorten the timeframe.
No. Start with the purpose and an outline of the business. We can discuss the likely scope and the information needed before you prepare anything. Documents are shared later through a private, secure link.
The report is prepared and signed by the valuer responsible for it, and you deal with that person from the first call to the signed report. There is no hand-off to a junior team.
Yes. We do not promise a particular value or an outcome favourable to one party. The conclusion follows the agreed basis, the information and the analysis. If limitations prevent meaningful work, we say so in the scope rather than in the report.
Your next step
