Business valuations

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    Business Valuations

    CEO

    Mark Bonney – CEO

    Business Adviser

    • fr-tp
      Member number 80941
      Two thirds of CFO’s agree that a CA would be their first choice as a business adviser (ICAA independent research of top 500 CFOs Feb 2003) http://charteredaccountantsanz.com.au
    • Registered Company Auditor
      Member number is 15819 http://www.asic.gov.au (Refer to the professional register)
    • Registered Business Agent
      Licenced to buy and sell businesses.Member number 1093971 http://www.fairtrading.nsw.gov.au
    • Justice of the Peace
      Member number is 127429

    Business Valuations – We understand Businesses!

    As business advisers and business agents, we have advised 000’s of businesses from small to medium size, with turnover of up to $50M, through whatever phase of their lifecycle for whatever their needs.

    With over 20 year’s experience, we guarantee* to calculate the right value for your business. A practical, non-theoretical approach that will assess what the market would pay2.

    We have three types of Appraisal and Valuation Services available to offer you.

    1 Business Appraisal

    • You may want a quick appraisal to satisfy your curiosity and just give you a rough idea as to a value. This may be the phase to assess how you can and what you need to do to increase the value of your business which we can assist with.
    • Initial interview
    • We need to understand the purpose of the appraisal as well as your business/industry conditions and environment
    • Questionnaire provided to be completed
    • Financial information required only by way of you disclosing the key data being financial and non-financial information, including previous FYE and YTD financials.
    • Prepare report that is provided to you for discussion
    • Finalisation of Report including key points on how to increase your business value
    • Turnaround — 48 hours1
    • Only suitable for micro businesses of up to a turnover of $1M
    • Cannot be relied upon for third party purposes.
    • From $1,496 plus GST

    2 Limited Scope Valuation

    • In-depth interrogation of financial detail to provide a robust valuation of your business
    • Initial interview as above
    • Questionnaire as above
    • Financial and non-financial information obtained to interrogate financial information
    • Access to your internal and external accountants or financial advisers to assist understand your financial information.
    • Phase one — Review
    • Phase two — feedback after phase one review
    • Draft Valuation Report and walk through.
    • Phase three — Finalisation of Valuation Report including key points on how to increase your business value
    • Turnaround — 4 business days1
    • Cannot be relied upon for third party presentation
    • From $2,596 plus gst

    3 Comprehensive Valuation

    • As per 1 and 2 above. In addition:
    • Conduct Valuation according to APES 225
      and APES GN 20
    • Business walkthrough
    • In comparison to option 2, scaled up interrogation, analysis, in depth review of your financial and non-financial information.
    • Industry and completion market analysis and information
    • Phase Three Valuation report — direct presentation to stakeholders. This will include a walkthrough review of not only ways to increase value but further increase cashflow and profit
    • Turnaround — 9 business days1
    • Whether this is a limited scope valuation or not will be assessed at time of engagement.
    • Presentable to all third parties who request valuations
    • From $5,796 plus gst.

    *Only applies to Comprehensive Valuations.

    1. Subject to quality and timeliness of information collected and complexities that may evolve during the valuation or appraisal process.

    2. What the market would pay is different to what the result of negotiations between buyer and seller and what motivates each party to do a deal.