Business Valuation

Business Valuations

Know Your Business’s True Worth, before it matters most.

Understanding the true value of your business is essential for making informed financial decisions; whether you’re preparing for a sale, securing investment, settling shareholder agreements, a legal or marital dispute, or planning for future growth.

Our Business Valuation Services provide clear, data-driven insights to help you maximise value, negotiate with confidence, and make strategic decisions based on accurate financial assessments.

Business valuations come in three flavours. Which you choose will depend on your needs, goals, and budget.


Option 1

Pre-Valuation Assessment

Gain a clear starting point before deciding whether a full valuation is needed.

Ideal for Business Owners Exploring Their Options

If you’re considering selling your business, seeking investment, or simply want a general sense of its value, our Pre-Valuation Assessment offers a high-level, cost-effective overview of your business’s financial standing.

A Pre-Valuation Includes:

  • Indicative market value range based on industry benchmarks and financial performance

  • Basic financial review of revenue, profitability, and growth potential

  • Guidance on improving value before undertaking a full valuation

Get A Pre-Valuation Assessment If You Are:

  • A Business owner exploring an exit strategy but not yet ready to commit

  • Interested in benchmarking their business against competitors

  • An Entrepreneur planning for future growth who want to understand their business’s value drivers


Option 2

Limited Scope Business Valuation

A detailed yet streamlined valuation, helping you make smarter business decisions.

Focused Insights for Strategic Planning

A Limited Scope Business Valuation is designed for business owners who need a more detailed business valuation but don’t require a full, comprehensive report. This option is often used for internal planning, negotiations, or preliminary assessments before major financial decisions. Along with business restructuring where a business valuation is required for tax or financial reporting.

Limited Scope Business Valuation Includes:

  • Detailed financial review, including historical performance and key financial metrics

  • Market positioning analysis, including industry trends and business risks

  • Basic valuation modelling, using recognised business valuation methods

  • Summary report, outlining the estimated market value and key influencing factors

Get A Limited Scope Business Valuation If You Are:

  • Business owner preparing for negotiations with buyers or investors

  • Company seeking investment or funding and needing a structured valuation

  • Planning shareholder agreements or buyouts who require an independent valuation

  • Undertaking a business restructure and require a valuation for tax and financial reporting


Option 3

Full Business Valuation

A comprehensive, data-backed valuation that ensures you get the best possible value for your business.

A Comprehensive, Professional Business Valuation Report

A Full Business Valuation provides the most in-depth, accurate assessment of your business’s market value. This option is legally robust and backed by financial modelling, industry research, and professional valuation methodologies.

A Full Business Valuation Includes:

  • Comprehensive financial analysis, including revenue, profitability, cash flow, and debt assessment

  • Multiple valuation methodologies, including income-based, asset-based, and market-based approaches

  • Risk assessment, including economic and industry-specific factors that influence valuation

  • Full valuation report, suitable for use in legal, and some tax and financial transactions

  • One-on-one consultation to explain findings and provide strategic recommendations

Get A Full Business Valuation If You Are:

  • A Business owner selling your business and needing a defensible valuation for negotiations

  • A Company involved in legal disputes, shareholder agreements, or tax planning

  • A Business preparing for mergers, acquisitions, or financial restructuring


Business Valuation Options (Summary)

Pre-Valuation

Limited Scope Business Valuation

Full Business Valuation

From $1,800 plus GST*

From $3,000 plus GST*

From $4,200 plus GST*

Indicative value range

Strategic planning

Legally robust valuation

Basic Detail

Moderate Detail

Comprehensive Detail

Best for:
Exploring your options

Best for:
Preparing for investment, negotiations for buying and selling, or buyouts, capital gains tax, stamp duty or financial reporting, employee share option schemes or employee share schemes, shareholder agreements

Best for:
Selling your business, legal and dispute matters including divorce cases, commercial disputes, complex M&A, and/or tax planning and financial reporting

*pricing is based on complexity, size and number of trading entities, and information available.

Business Valuation Review Service

We also offer a business valuation review service to identify

  • Methodological errors

  • Unsupported assumptions

  • Inappropriate discounts

  • Calculation inconsistencies

Industries Serviced

  • Biodiversity & Renewable Energy Valuations

  • Professional Practices, Services and Consultants

  • Marketing Agencies

  • Management Rights, Brokers and Real Estate Agents

  • Distribution and Wholesaler, Transport and Logistics

  • Investment Management and Superannuation Services

  • Manufacturing and leasing

  • Heavy Machinery

  • Engineering Valuations

  • Construction and Trades

  • Retail and hospitality, Cafes and Restaurants

  • Tech and digital assets, and Start-ups

  • Education, Health, and Social Assistance

  • Agriculture

Looking for something else? Read about Business Appraisals

Get started today

Independent business valuations and CFO-level advice for small and medium-sized businesses.

25+ years industry experience

Advice you can count on

Real strategy, with real results

What You Can Expect From Our Valuation Services

What You Can Expect From Our Valuation Services

We provide unbiased, data-driven valuations tailored to your business.

We provide unbiased, data-driven valuations tailored to your business.

Independent, Professional Expertise

Unbiased, data-driven valuations specific to your business.

Flexible options

Whether you need a quick estimate or a full valuation, we'll work together to craft solutions just for you.

Clear, actionable insights

Beyond just numbers, we provide practical recommendations to improve your business’s value.

A Tried & Trusted Process

Already trusted by Australian businesses successfully prepare for sales, funding, and strategic growth.

Robert Dalton

Lets talk

Get started with a free 15 min consult

Robert Dalton

Lets talk

Get started with a free 15 min consult

Robert Dalton

Lets talk

Get started with a free 15 min consult

Robert Dalton

Lets talk

Get started with a free 15 min consult