Before the discovery call
Have a clear sense of the purpose. Is the valuation for a sale, a related-party transfer, a restructure, a share buyback, a small business CGT concession claim, or an estate matter? Each purpose has different methodology and evidence implications. If you are not sure, your accountant or tax adviser can confirm. Have the valuation date in mind: typically today, but for some matters (amended assessments, historical events) it is a date in the past. Know whether your accountant or lawyer will be involved in the engagement.
Documents to gather
Most CGT valuations need: financial statements for the last 3–5 years; current year-to-date management accounts; tax returns; asset register; shareholder register; related-party transactions schedule; key contracts summary; lease summary; add-back evidence (e.g., supporting documentation for owner-operator remuneration adjustments). Your accountant has most of this material. The discovery call will confirm exactly what is needed for your specific engagement.
Decisions to make
Which package suits your matter? The answer is the annual turnover of the business, and nothing else. Under $2 million is a Small Business Valuation at $1,495 + GST, delivered in 2 business days. Between $2 million and $10 million is a Medium Business Valuation at $2,495 + GST, delivered in 3 business days. Over $10 million is a Large Business Valuation at $3,495 + GST, with the delivery date agreed before commencement. Delivery time starts once payment and all required information have been received.
What to expect during the engagement
Document collection and completeness review, then financial extraction, normalisation and methodology selection, then valuation calculation, sensitivity analysis and the draft report, then final QA, sign-off and delivery. Total elapsed time: 2 business days for a Small Business Valuation and 3 for a Medium Business Valuation. Delivery time starts once payment and all required information have been received. Throughout the engagement, the assigned valuer is your contact for any questions.
What you receive
A signed market valuation report, with the working analysis documented. Optional adviser collaboration call where your accountant or lawyer is included. Working file retained ten years in case the matter is queried later. The report is yours to use for the stated purpose; we retain no rights over it beyond the working file copy.
What we do not provide
Tax advice. Legal advice. Predictions about ATO acceptance. Guarantees about the outcome of any transaction. Our role is the valuation evidence: your accountant and lawyer use that evidence in their respective advice domains.