The reason you need a value decides most of what follows: which standard of value applies, how deep the report goes and who will test it. So the eleven services below are sorted by the job they do, not by the method behind them.
Indicative valuations from A$799. Certified Summary and Detailed reports from seven business days.
Brisbane Business Valuations provides eleven valuation services in three groups: sale, deals and planning; tax and compliance; and disputes and litigation. Each service page explains what triggers a valuation, which approach usually leads, where valuations go wrong and which report fits. An Indicative valuation is for internal decision-making; the Summary and Detailed reports are certified.
The underlying work never changes: normalised accounts, the relevant approaches applied and a reconciled conclusion. What changes is how much of that work is written down, and that follows the reader. A Brisbane owner thinking about a sale or a family handover usually needs a range to act on. A lender, the Supreme Court of Queensland, the Queensland Revenue Office, the ATO or the other side of a dispute needs a certified opinion whose reasoning can be followed and challenged.
For owners setting or testing a price: selling or buying, handing the business to family, reorganising a group of entities, or bringing staff and investors in as shareholders.
Evidence on price for vendors and buyers: maintainable earnings, how the deal is structured, earn-outs and the owner's own part in the profits.
Read moreA market value for handing the business to the next generation, keeping siblings on an even footing and funding the transfer.
Read moreMoving assets within a group, new holding companies, demergers, Division 7A and Queensland landholder duty.
Read moreDivision 83A market values, AASB 2 fair values, value split across share classes, and ESIC evidence for a capital raising.
Read moreDated, documented values for readers who check them: the ATO, the Queensland Revenue Office, an SMSF auditor, an executor or a company's auditor.
Market values behind the Division 152 maximum net asset value test, the active asset test and the 80 per cent test.
Read moreValues at 30 June an SMSF auditor can sign off: private company shares, related unit trusts, business premises leased to members and related-party loans.
Read moreValues at the date of death, pre-CGT cost bases, the business once its principal has gone, and family provision claims under the Succession Act 1981 (Qld).
Read moreFair value under AASB 13, impairment testing under AASB 136, purchase price allocations and share-based payments, documented for the auditor.
Read moreExpert evidence for contested matters: shareholder and partnership disputes before the Supreme Court of Queensland, property settlements in the Federal Circuit and Family Court at Brisbane, and claims for loss and damages.
Buy-out values under the Corporations Act oppression remedy and the Partnership Act 1891 (Qld), minority discounts tested both ways, and expert evidence.
Read moreSingle expert and shadow expert reports for property settlements in the Federal Circuit and Family Court's Brisbane registry.
Read moreThe but-for scenario, lost profits, incremental costs and mitigation, prepared for claims in the Supreme Court and District Court of Queensland.
Read moreEach service runs through the same six steps, whether the client is a Fortitude Valley hospitality group or an Eagle Farm freight operator. What differs between engagements is the information we request and how much of the analysis the report writes out.
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 leaves the office. 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.
Throughout, you will know who holds the file, how far it has progressed and when the next step falls due.
Two documents are often confused with ours. One is the statutory expert's report the Corporations Act requires for takeovers, schemes of arrangement and certain member approvals, governed by ASIC Regulatory Guides 111 and 112. Preparing it is a licensed financial service, and we do not issue them. We can prepare the valuation work a licensed expert relies on, and we give the boards of private companies independent opinions on transactions where no statutory report is needed.
The other is the quick estimate, from an online tool or a business broker. Our own business valuation calculator is free and educational, and it says so plainly. A broker's figure is pitched to win the listing. Neither is evidence anyone can rely on; when a number has to carry weight, a certified valuer signs it and defends it.
Each service page links to our Brisbane industry pages, which show how the approaches apply to medical and dental practices, professional firms, hospitality venues, trades and construction, technology and freight businesses, and to the three valuation approach pages that carry this site's explanations of method.