Knowing what your business is actually worth matters more than most business owners realise, until they need that number for something important. Whether you’re preparing for a sale, working through succession, resolving a dispute, or simply want a clearer picture of where you stand, an accurate business valuation gives you something solid to plan around.
We provide business valuation services, including both informal and formal valuations, depending on your needs.
An informal valuation gives you a reliable indicative figure for planning purposes, such as succession conversations or partner discussions.
A formal business valuation report goes further, with the detailed analysis and documentation needed for a sale, litigation, family law matters, or a bank or investor who needs assurance behind the numbers.
Recent changes from the Federal Budget have also put business valuations back on many owners’ radar. Capital gains tax reform, passed into law in June 2026, changes how gains are calculated on assets from 1 July 2027, replacing the existing discount with cost base indexation. For business owners, this makes it worth understanding your business’s current value well before that date, rather than working it out under pressure later. We can talk you through what this actually means for your specific circumstances.
Whatever the reason you’re seeking a valuation, our friendly team will make the process clear and straightforward from the first conversation.
What We Do
A business valuation looks at more than a single number. Our business valuers assess your financial statements, assets, earnings and goodwill to determine a value that reflects how your business actually performs, not just what it owns on paper.
We use accepted valuation methodologies suited to your industry and the purpose of the valuation, whether that’s a capitalisation of earnings approach, a net asset basis, or a market-based comparison against similar businesses in your sector.
The right method depends on your business, so we assess that as part of the process rather than applying the same approach to every entity that walks through the door.
Common reasons clients come to us for a business valuation include:
Every business valuation report we prepare is treated as confidential, and we’re transparent about our process and the assumptions behind our analysis, so clients receive a report they actually understand rather than a black box of numbers.
Why Choose Us
Getting an accurate, independent valuation gives you clarity and confidence, whatever you’re using it for.
Our team brings genuine expertise across a range of sectors, from retail and trades to professional services and property, so your valuation reflects how your industry actually works
We hold high standards around accuracy and transparency, so every business valuation report we prepare can stand up to scrutiny from banks, investors, or the other side of a dispute
We connect your valuation to the bigger tax and business advisory picture, so you understand the full implications, not just the number
We service clients across Australia from our Newcastle office
Established in 1993, we’ve prepared business valuations across a wide range of industries and circumstances, and we bring that experience to every review
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Frequently Asked Questions
Business valuations raise plenty of practical questions, especially if this is your first time seeking one. Here are some of the questions we’re asked most often.
An informal valuation provides a reliable estimate for internal planning, such as understanding your position before a conversation with a partner or family member. A formal business valuation report includes the detailed analysis, documentation and methodology needed for a sale, litigation, or a bank or investor who requires a defensible figure.
We select the method that best suits your business and the purpose of the valuation, commonly a capitalisation of earnings approach, a net asset basis, or a market comparison against similar businesses in your industry. We’ll explain which method applies to your situation and why.
Cost depends on whether you need an informal or formal valuation, and the complexity of your business and its financial statements. We start with a free business consultation to understand what you need, then set out a fixed price agreement so you know the cost upfront.
Often, yes, particularly around capital gains tax events, business restructuring, or transfers between related parties. With capital gains tax changes now legislated to take effect from 1 July 2027, it’s worth reviewing your business’s value sooner rather than later, and we can advise on what applies to your specific circumstances.
Yes, an independent business valuation is often required in family law and litigation matters where the value of a business is at issue. A formal, well-documented report gives both parties, and the court if needed, a valuation they can rely on.
If you need an informal estimate or a formal business valuation report, we’ll take the time to understand the purpose and provide a valuation you can rely on. With capital gains tax changes ahead, there’s real value in understanding your position sooner rather than later.
Book a free business consultation with our team, and we’ll talk you through what our business valuation services could look like for your business, with a fixed-price agreement so there’s no guesswork about cost.
Mon-Fri: 8:45 am – 5:15 pm
Sat-Sun: Closed
