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Not sure which service or report you need? A certified valuer will work it out with you, at no cost.
A sale, a family handover, a separation and an ATO review each call for a different standard of value and a different depth of report, and each has a different reader looking for weak points. So this page starts from your purpose. Find the decision in front of you, whether that is selling a Mayfield engineering workshop or passing a Pokolbin vineyard to the next generation, and the service page takes it from there.
Indicative valuations from A$799. Certified Summary and Detailed reports from seven business days.
Owners and advisers across Newcastle and the Hunter can choose from eleven valuation services, grouped by purpose into sale, deals and planning; tax and compliance; and disputes and litigation. Every service page names the trigger, the leading approach, the usual mistakes and the matching report. Indicative reports serve internal decision-making only; Summary and Detailed reports are certified.
The three reports below differ in how much of the reasoning they show, not in how carefully the value is worked out. Who reads the figure decides the depth. A Maitland family testing whether a handover is affordable, or a Hamilton practice deciding whether to answer a buyer's approach, normally needs a range it can act on. A lender, Revenue NSW, the ATO, an opposing party or the Supreme Court of New South Wales needs a certified opinion it can trace step by step.
Not sure which service or report you need? A certified valuer will work it out with you, at no cost.
When a price has to be set or checked: selling or buying, passing the business to family, reorganising the entities that hold it, or bringing staff and investors into the equity.
Price evidence for either side of a Hunter deal: earnings that survive the change of owner, multiples from real transactions, completion terms and earn-outs.
Read moreA market value for handing the business on, a fair outcome for children inside and outside it, and a price the successor can actually fund.
Read moreValues for shifting assets between group entities, adding a holding company, demergers and Division 7A, and the figures Revenue NSW may want to check.
Read moreEmployee equity valued twice, at Division 83A market value and AASB 2 fair value, plus share class splits and ESIC support for start-ups raising money.
Read moreValues fixed at a date and documented for readers who examine them line by line: the ATO, Revenue NSW, an SMSF auditor, an executor or a company's auditor.
Market values that the Division 152 conditions depend on, from the maximum net asset value test to the active asset test, so the claim holds up.
Read moreUnlisted shares, related unit trusts, business real property leased to a member's business and related-party loans, valued at 30 June for the fund's auditor.
Read moreValues at the date of death for executors, a business whose principal has died, pre-CGT assets, and family provision claims under the Succession Act 2006 (NSW).
Read moreFair value under AASB 13, impairment testing under AASB 136, purchase price allocations and share-based payments, with the support an auditor asks for.
Read moreExpert evidence where a value is contested: owner disputes in the Supreme Court of New South Wales, property settlements at the Federal Circuit and Family Court's Newcastle registry in Bolton Street, and claims for lost profits and damages.
Values for a forced or agreed buy-out under the Corporations Act oppression remedy or the Partnership Act 1892 (NSW), including whether a minority discount applies.
Read moreBusiness values for property settlements in the Federal Circuit and Family Court at Newcastle, prepared as a single expert or as a shadow expert for one party.
Read moreLost profits, extra costs and mitigation measured against a but-for case, for claims in the Supreme Court of New South Wales or the District Court.
Read moreEvery engagement follows the same six steps, whether we are valuing a Beresfield fabrication business, a Charlestown allied health practice or a Hunter Valley cellar door. The documents we request and the depth of the written report are what vary.
A free conversation to identify the purpose, the interest being valued, who will read the report and what information exists. That conversation settles the standard of value and the report depth before any fee is agreed.
A written list of what we need: financial statements and tax returns, management accounts, the constitution or shareholders agreement, leases, key contracts and anything specific to the purpose. Delivery is measured from the day the last item arrives.
Normalisation of the accounts, selection and application of the approaches, derivation of rates and multiples from named sources, discounts where the interest requires them, and reconciliation to a range.
A second certified valuer reviews the workfile and the draft before anything is released to you. Every judgement has a written reason attached to it.
The valuer walks you through the result and answers questions. Your accountant or lawyer is welcome to join; many clients say it is the most useful hour of the engagement.
Signed and delivered digitally, from seven business days after we receive the information. The valuer remains available to explain or defend the opinion afterwards.
Calls, including the closing conversation, take place by video or phone, so it makes no difference whether the business sits in the CBD or out past Cessnock. You will know at each step who is working on the file and what comes next.
People sometimes expect us to produce the independent expert's report that the Corporations Act requires for takeovers, schemes of arrangement and certain member approvals. That document is governed by ASIC Regulatory Guides 111 and 112 and can only be issued under a financial services licence, so it is outside what we do. What we can offer is valuation analysis that a licensed expert then relies on, and opinions for private company boards on transactions where the law asks for no statutory report.
Nor is our work a quick estimate. The free business valuation calculator on this site is a teaching tool and labels itself that way, and a broker's figure is set with the listing in mind. Neither is something a lender, a judge or an opposing adviser will rely on. When the number has to hold, it needs a certified valuer's signature and a valuer prepared to defend it.
To see the methods applied to a particular kind of business, start with our Newcastle industry pages: twenty sectors, from medical and dental practices to freight, engineering and civil construction. The three valuation approach pages then explain the income, market and asset approaches in full.
Talk your situation through with a certified valuer before you commit to anything, at no cost.