Business Valuations

Business Valuations

Sovereign Valuations provides business valuations to both private and public sector clients across a broad range of sectors. Our team of experienced valuers includes specialist business valuers with audit and investment backgrounds. Our team is experienced in undertaking valuations of businesses ranging from small entities to large, listed companies.

Business valuations are often required for financial settlement purposes, and we understand the importance of accurate valuation advice in ensuring a fair settlement is achieved. Our experts are experienced in providing expert valuation evidence to various courts and tribunals, having advised on valuation matters for all purposes including family law, compulsory acquisition and general litigation.

Business valuations can be required for a range of purposes including but not limited to shareholder disputes, financial reporting, capital gains tax, family law, compulsory acquisition, mortgage, mergers and acquisitions (M&A) transactions, and stamp duty.

Contact Sovereign Valuations to find out how we can assist with your business valuation requirements. Our online quote form can be accessed via the Quote Request button below, or contact us on 1300 710 000 to speak directly to a team member.

FAQs

  • A business valuation is an independent assessment of the value of a business or business interest. It may be required for business restructuring, sale or acquisition, partnership disputes, family law proceedings, taxation, financial reporting, compulsory acquisition, or other legal and commercial purposes.

  • Common business valuation methodologies include the earnings-based approach (capitalisation of maintainable earnings or discounted cash flow), the asset-based approach (net asset value or adjusted book value), and the market approach (comparable transactions or listed company multiples). The appropriate method depends on the nature, size and purpose of the valuation.

  • We value businesses across all industries including professional services, retail, hospitality, manufacturing, technology, property-related businesses, and more. Our director Andrew McGrath commenced his career at KPMG in 1986 and has extensive experience in business and intangible asset valuations.

  • Yes. Where a business is disrupted or terminated as a result of compulsory acquisition, the landowner or business operator is entitled to claim for compensation. We assist companies in the assessment of compensation where a compulsory acquisition results in loss of profits or termination of the business. We provide independent business valuations in accordance with the relevant state acquisition legislation.

  • Business valuation fees depend on the size, complexity and purpose of the engagement. We provide fee estimates within one business day of receiving the relevant business information.

  • Standard business valuations typically take 2-3 weeks from receipt of the required financial information. Complex matters or litigation engagements are quoted individually.

  • Yes. Business interests can form part of the matrimonial asset pool in family law proceedings. Our business valuations are prepared in a form suitable for use in the Federal Circuit and Family Court of Australia.

  • Typically we require 3–5 years of financial statements (profit and loss, balance sheet), tax returns, management accounts, details of business assets, and information about the business’s operations, customer base, and key personnel. We will provide a tailored information checklist at the time of engagement.