Questions about the process from enquiry to final report: the conflict check, the scope stage, the documents, the draft for factual review and delivery.
Before a Settlement Valuation is finalised you receive a draft so that errors of fact can be corrected: a figure we have misread, an ownership percentage that is wrong, a document we were not given. The review is for facts only. The methodology, the weighting of risks and the conclusion are the valuer's and are not open to negotiation. Where a report is prepared as expert evidence, the handling of drafts and clarification follows the instructions and the applicable expert-evidence requirements.
Usually not for a Settlement Valuation, which is prepared from the documents and, where needed, a call with the owner or an adviser. Some businesses are better understood in person, particularly where plant, stock or premises matter to the value, and we will say so during scope review. Meetings are available in Melbourne, Sydney and Brisbane, and in Perth by appointment.
A Settlement Valuation ($2,995 + GST, fixed fee) is prepared for negotiation, mediation and property-settlement discussions. A Court Expert Valuation (from $8,995 + GST) is prepared for matters that need an expert report for court. They are different tools for different situations, and the appropriate one depends on where your matter is and what the report will be used for.
For negotiation and mediation
Settlement Valuation
A fixed-fee independent business valuation for private negotiations, mediation and property-settlement discussions.
If your matter later requires an expert report for court, we will assess whether the initial work can be carried forward and provide a separate quotation before proceeding. The appointed expert must independently review the material and may require further information or analysis. See the fees page
The Settlement Valuation fee is not automatically credited against a Court Expert Valuation. Unnecessary duplication is avoided where appropriate, but the appointed expert must independently review the material, control the analysis and form their own opinion.
