Valuations for your clients' restructures, transfers and buyouts. Fixed fee from $1,495 + GST.
When a business, shares or assets move to a new structure, a related party or a partner, your client often needs an independent market value. We prepare it, signed, at a fee fixed before we start. You keep the tax work.
Refer a client, or ask us a question.
$1,495+ GST
Signed report in 2 business days. Delivery time starts once payment and all required information have been received.
- The fee is fixed before we start, and it is never tied to the answer.
- The working file behind your report is retained for ten years.
- Your report is signed by Jackson Wilson.
Why clients need a valuation
The events that usually prompt a valuation.
These are the events that usually call for a market value. You will know whether your client’s situation is one of them. Choose one to start a referral.
Moving into a new structure
A sole trader incorporating, a business moving under a holding company or into a trust, or a group being reorganised.
Restructure valuationsShares or a business moving to a related party
Shares, units or a business sold or transferred to the owner’s own company, a family trust or a parent company.
Related-party transfersA shareholder joining or leaving
A new shareholder coming in, an existing one exiting, or a change in the split between owners.
Share and unit valuationsOne owner buying another out
Partners or shareholders parting ways, agreed or after a disagreement, with one value both sides can work from.
Partner and shareholder buyoutsSplitting a sale price
An agreed price allocated between equipment, stock and goodwill for the sale agreement and the tax return.
Purchase price allocationAn investor or employee taking shares
A market value for shares issued to an investor or under an employee share scheme.
Capital raising valuationsSmall business CGT concessions
The maximum net asset value test, where the value of the business and connected entities matters.
CGT concession valuationsLoans and Division 7A
Where a market value is needed to support a position on a private company loan or payment.
Division 7A valuations30 June 2027
The capital gains tax changes from 1 July 2027. A value as at 30 June 2027 can only be prepared after that date.
CGT 2027 for accountants
How a referral works
Three steps, with you copied in if your client agrees.
1
Send us the client
Use the form on this page or call. Tell us who the client is, what is moving and the date. Nothing is needed from them before the first conversation.
2
A fixed fee in writing
We reply within one business day with the recommended package, a fixed fee in writing and a delivery date, and copy you in if your client agrees.
3
The signed report
Documents come through a secure upload. The signed report goes to your client, and to you if they agree, with the method and the evidence relied on set out, so the value can be checked.
Fees
Fixed before we start.
| Annual turnover under $2 million | $1,495 + GST |
|---|---|
| Annual turnover $2 million to $3 million | $2,495 + GST |
| Annual turnover $3 million to $10 million | $3,495 + GST |
| Annual turnover over $10 million | Quoted in writing |
| Each additional entity | +$795 + GST |
| Retrospective valuation date | +$495 + GST |
What your client receives
A report written to be checked.
- A signed valuation report with a concluded value and a supportable range
- The methodology applied, with the evidence behind it documented
- Assumptions and limitations stated in full
- An independence statement, and the signature of the valuer responsible
- The working file retained for ten years
We value. You advise.
Tax advice: we prepare valuations only and are not a registered tax agent. How the tax rules apply, and how the transaction is structured, stays with you.
Questions accountants ask.
Do you give tax advice?+
No. We prepare valuations only and are not a registered tax agent. You decide how the tax rules apply and how the transaction is structured; we provide the market value and the reasoning behind it.
Will you copy me in?+
Yes, if your client agrees. We copy you on the fee letter and the report, and take your questions on the method directly.
What does my client pay when I refer them?+
The same published fixed fee as any client, set by the annual turnover of the business. It is fixed in writing before any work starts and is never tied to the answer.
Can you value several entities in one restructure?+
Yes. Each additional entity is a published add-on, so the full fee for a group is known before work starts. Each entity gets its own conclusion.
Can you value at a past date?+
Yes. A value as at a past date is built on the evidence that existed at that date and is a published add-on.
How long does it take?+
Small Business Valuation: 2 business days; Medium Business Valuation: 3 business days; Large Business Valuation: 3 business days. Delivery time starts once payment and all required information have been received.
Talk to a valuer
Tell us about your client.
A fifteen-minute call confirms the package, the fixed fee and the delivery date, before you commit to anything.
03 8375 4177Mon to Fri, 9am to 5:30pm Melbourne time
Send the form and we reply within one business day. No documents needed to start.
Small Business Valuation
$1,495 + GST
For a business with annual turnover under $2 million. Signed report in 2 business days. Delivery time starts once payment and all required information have been received. The fee is fixed in writing before we start and never tied to the outcome.
Larger business? Tell us in the form and we recommend the right package. All fees
Fixed fee from $1,495 + GST, confirmed in writing before we start.