Private company share valuation and unit trust valuation, fixed fee from $1,495 + GST.
For shareholder transfers, unit redemptions, minority interest valuations and class structure matters, with appropriate discount and premium analysis. Small business $1,495 + GST with a draft in 2 business days, medium $2,495 + GST in 3. Delivery time starts once payment and all required information have been received.
In short
A signed business valuation report from Oliver Group is $1,495 + GST for a business with annual turnover under $2 million, with a draft in 2 business days; $2,495 + GST for turnover between $2 million and $10 million, with a draft in 3 business days; and $3,495 + GST for turnover over $10 million or a start-up, with the delivery date agreed before commencement. Delivery time starts once payment and all required information have been received.
Get a fixed fee
Small Business Valuation
$1,495 + GST
For a business with annual turnover under $2 million. Signed and delivered 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
A private share or unit valuation establishes the market value of a specific equity interest in a private company or unit trust, distinct from the value of the underlying entity. The interest being valued may carry minority discount, lack of marketability discount or control premium considerations. Oliver Group prepares these reports for shareholder transfers, unit-holder exits, related-party transfers and estate matters.
The interest is what we value
A minority shareholding in a private company does not equal the proportionate share of the entity's value. A 25% non-controlling interest is typically discounted for lack of control and lack of marketability. A 75% controlling interest may attract a control premium. Our reports identify the specific interest, analyse the discount or premium applicable, and document the reasoning for the quantum applied.
Shares and units held by individuals and family trusts are among the assets the new CGT rules from 1 July 2027 apply to. Find out whether 30 June 2027 could matter for your shares.
Class structure matters
Private companies and unit trusts often have multiple share or unit classes with different voting, economic and rights characteristics. Each class is valued in light of its specific rights. The report analyses the class structure and the relative rights before concluding the value of the specific interest.
Documents required
- ·Shareholders' agreement or unit trust deed
- ·Constitution / company rules
- ·Recent transactions in the same class (if any)
- ·Class structure documentation
- ·Voting and economic rights schedule
- ·Standard CGT valuation document set
Common questions.
How large is the minority discount typically applied?+
Minority discounts depend on the class rights, the number of other holders, the liquidity of the interest and the entity's circumstances. Discounts in the 10–35% range are common; the specific quantum is documented and reasoned in the report.
Do you value preference shares and hybrid instruments?+
Yes: these require additional analysis of the specific rights and the appropriate methodology, which may include income-based, market-based and option-pricing approaches depending on the instrument.
Talk to a valuer
Tell us what you need valued.
A fifteen-minute call confirms the package, the fixed fee and the delivery date, before you commit to anything.
0433 475 518Mon to Fri, 9am to 5:30pm AEST
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 and delivered 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