For accountants and lawyers
Order a valuation for your client.
A fixed fee, a set process and a valuation report that states its purpose, basis and limitations plainly.
How ordering works
Start a valuation and tick the professional adviser box. Whoever pays is the customer and holds the login, so you can order and manage the valuation yourself, or have your client do it.
One login can hold valuations for several clients. Each business has its own fixed fee and is valued on its own.
Advisers can have as many calls with us as they need.
Where it is used
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Tax matters
Where a market value needs to be supported, such as a restructure or a transfer between related parties.
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Transactions
Your client's own decision on buying, selling or restructuring a business, or a share of one.
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Share transfers
Between family members, business partners or related entities.
Out of scope
We do not act in litigation, lending or family law matters. Businesses turning over more than $10 million a year are outside our fixed-fee service: email us and we will point you to the right provider.
Questions advisers ask
Can I order for a client?
Yes. Start a valuation and tick the professional adviser box. Whoever pays is the customer and holds the login, and advisers can have as many calls with us as they need.
What standards is the report prepared to?
The report is a Limited Scope Valuation prepared in accordance with APES 225 Valuation Services, the professional standard for valuation services in Australia. The report states the basis on which it was prepared.
How is the valuation method chosen?
By the nature of the business and the evidence available. Trading businesses are usually valued on maintainable earnings; asset-holding entities on net assets. The valuation report states the method and why it was chosen.
Who can rely on the report?
The report is prepared for the customer who orders it and can be used for any of the purposes we cover — tax matters, your own transaction, restructuring or succession decisions, and management purposes. You may give it to the Australian Taxation Office. Anyone else who wishes to rely on it needs our written agreement first. Our terms of business set this out.
What work is out of scope?
Litigation, lending and family law matters. Businesses turning over more than $10 million a year are outside our fixed-fee service: email us and we will point you to the right provider.
Ready to start?
Choose the business's revenue band and see the fixed fee. It takes a few minutes.