Can you value a business that is not making a profit?
Yes. A business that is trading at a loss, or breaking even after the owner is paid a commercial wage, still has a value, which may be no more than its net assets or may reflect a reasonable expectation that earnings will recover. The report explains which, and why. A low value is a finding, not a failure of the valuation.
Only where the premises are owned by the entity being valued and the instructions include them. Where the premises are held in a separate entity, or personally, they are usually valued separately by a property valuer and the business is valued as if it pays market rent. The report is explicit about what is and is not included.
No. We value businesses and ownership interests in them. Real property, superannuation interests, vehicles and personal assets are valued by others or agreed between the parties. Where the business owns such an asset, the report identifies it and explains how it was treated.
Yes, on instruction. Some matters need a value at separation and another at a later date, and the report can address both and explain what changed between them. Which dates are relevant to your matter is a question for your lawyer.
The business was started before the relationship. Does that change the valuation?
It does not change how the business is valued at a given date. How the history of the business, and each party's contributions to it, are taken into account in the settlement is a legal question for your lawyer. Where the instructions ask for a value at the start of the relationship as well as now, the report can address both.
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.