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Not sure which service or report you need? A certified valuer will work it out with you, at no cost.
The reason you need a figure settles most of the rest: the standard of value, the depth of the report and who will scrutinise it. So the eleven services here are grouped by the decision each one supports, from a sale in the Wollongong CBD to a family handover in Kiama, and not by valuation method.
Indicative valuations from A$799. Certified Summary and Detailed reports from seven business days.
Wollongong Business Valuations offers eleven services in three groups: sale, deals and planning; tax and compliance; and disputes and litigation. Each page explains what prompts the valuation, which approach usually leads, where valuations commonly go wrong and which report fits. Indicative valuations are for internal decision-making only, while Summary and Detailed reports are certified.
Every report rests on the same analysis: accounts normalised, the relevant approaches applied and the results reconciled to a conclusion. How much of that work appears on the page is set by the report type, and the reader decides which report type is needed. A family business in Shellharbour planning a handover, or a North Wollongong practice weighing an offer, usually wants a range it can act on. A bank, the Supreme Court of New South Wales, Revenue NSW, the ATO or an opposing party needs a certified opinion whose reasoning can be traced and tested.
Not sure which service or report you need? A certified valuer will work it out with you, at no cost.
For owners who have to set or test a price: a sale or purchase, a handover to the next generation, a reorganisation of the group, or the arrival of employees and investors on the share register.
Price evidence for both vendors and buyers: the earnings a new owner can keep, the deal structure, earn-outs, and how far the profit depends on the owner.
Read moreMarket value for handing the business to the next generation, treating the children who work in it and those who do not even-handedly, and funding the handover.
Read moreMoving assets within a group, inserting a holding company, demergers, Division 7A, and the values Revenue NSW may ask to see.
Read moreDivision 83A market values, AASB 2 fair values, the split of value across share classes, and ESIC evidence when a start-up raises capital.
Read moreDated, documented values for readers who check them closely: the ATO, Revenue NSW, an SMSF auditor, an executor or the company's auditor.
The market values that sit behind the Division 152 tests: the maximum net asset value test, the active asset test and the 80 per cent test.
Read more30 June values that an SMSF auditor can accept: shares in private companies, related unit trusts, business real property leased to members, and loans to related parties.
Read moreDate of death values, pre-CGT cost bases, a business that has lost its principal, and family provision claims under the Succession Act 2006 (NSW).
Read moreAASB 13 fair value, AASB 136 impairment testing, purchase price allocations and share-based payments, documented so the auditor can sign off.
Read moreExpert evidence for contested matters: shareholder and partnership disputes before the Supreme Court of New South Wales in Sydney, property settlements in the Federal Circuit and Family Court of Australia, and claims for lost profits and damages.
Buy-out values under the Corporations Act oppression remedy and the Partnership Act 1892 (NSW), the minority discount argued both ways, and expert evidence.
Read moreSingle expert and shadow expert reports for property settlements in the Federal Circuit and Family Court of Australia.
Read moreThe but-for case, lost profits, extra costs and mitigation, for damages claims in the courts of New South Wales.
Read moreThe same six steps apply to every service, whether the client is a Port Kembla freight business or a family-run accommodation provider in Kiama. Only the information requested and the amount of analysis written into the report change from one engagement to the next.
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.
At every stage you will know who has the file, where it is up to and what happens next.
Two other documents are frequently confused with ours. The first is the expert's report that the Corporations Act requires in takeovers, schemes of arrangement and some member approvals, governed by ASIC Regulatory Guides 111 and 112. That report is a licensed financial service and we do not write it. We can provide valuation work that a licensed expert relies on, and we give private company boards opinions on transactions that need no statutory report.
The second is the quick estimate from a website or a business broker. Our business valuation calculator is free and designed to teach, and it says so. A broker's figure is pitched to win the listing. Neither will be accepted as evidence by a bank, a court or the other side; when the number has to hold, a certified valuer signs it and stands behind it.
Each service page points to our Wollongong industry pages, which apply the approaches to medical and dental practices, professional firms, hospitality venues, manufacturing and fabrication, trades and construction, technology businesses and freight operators, and to the three valuation approach pages that set out the methods in full.
Talk your situation through with a certified valuer before you commit to anything, at no cost.