ServicesBusiness Valuations
Business Valuations, Sunshine Coast
Knowing what your business is actually worth changes the decisions you can make about it. A valuation replaces a guess with a number, and an explanation of how it was reached.
When you need a business valuation
Most valuations are prompted by a specific event:
- You are looking to buy a business, and want to know what it is actually worth
- You are preparing to sell, and want a realistic asking price
- You are planning for retirement, or weighing up your retirement options
- A business needs to be valued as part of a divorce or separation
- You are restructuring in response to the tax changes affecting family and discretionary trusts
- You will need a value as at 30 June 2027 for the capital gains tax changes
Capital gains tax and the 2027 changeover
From 1 July 2027, the pre-CGT exemption and the 50% CGT discount are being replaced with an inflation-based method, along with a minimum 30% tax on capital gains. From 1 July 2028, a minimum 30% tax also applies to discretionary and family trusts.
- If you think you will ever sell, restructure or transfer your business, you will need a business valuation as at 30 June 2027
- Getting a valuation early gives you greater clarity, and time to plan for the changes before they take effect
The process, and what you receive
From the first conversation to the finished report. Turnaround is two weeks from when all your information is in.
Working out what you need
- A 15 to 20 minute call with Miranda to get a picture of the business and the level of valuation required
- You receive a proposal with two or three valuation options
- You sign and pay upfront
Getting your information in
- You invite us into your Xero file and send through financial statements, tax returns and related records
- You get access to the valuation portal
- You, and sometimes your broker, answer a questionnaire in the portal about the business
Ours to do
- We come back with any further questions
- You receive your written report
Ready to make a start?
Book a valuation callThe three valuation options
Which one suits depends on what the valuation is for.
Pre-Valuation Estimate
A cost-effective starting point that provides an indicative value based on the information you supply. You receive a valuation range, from low to high, supported by calculations. Does not include a full written report.
- A general estimate of value
- Internal planning or decision-making
- Comparing against another valuation
- Getting a second opinion
Not suitable for court proceedings, or situations where a formal valuation report is required.
Limited Business Valuation
A more detailed valuation including a written report and an explanation of how the value was determined. Generally provides a single estimated value rather than a range, with a high-level qualitative analysis of the business.
- Sharing with business partners or other stakeholders
- Supporting negotiations or internal decisions
- Situations needing a clear written explanation of value
Not intended for court proceedings.
Formal Business Valuation
A comprehensive valuation prepared after a formal review of the business, its financial information and the industry it operates in. You receive a detailed written report setting out the approach, analysis, findings and conclusion.
- Court proceedings
- Legal or dispute-related matters
- Complex transactions
- Situations requiring a detailed and defensible valuation
This is the appropriate option where the valuation may need to withstand formal or independent scrutiny.
The detail
More about Business Valuations
- Who we usually value
- Small to medium-sized businesses turning over between $500,000 and $20 million, across a wide variety of industries. Businesses already running on Xero are the most straightforward, because Xero links directly into the valuation software.
- What a CPA brings to a valuation
- A valuation is only as good as the financial information underneath it. As a CPA practice we work with business accounts every day, so the numbers behind the valuation are read with that background.
- Cost
- Valuations are quoted on enquiry. You receive a proposal with two or three options and their prices before anything is committed to.
Common questions
How do I get a business valuation done?
It starts with a 15 to 20 minute call with Miranda about the business and the level of valuation you need. From there you receive a proposal with two or three options, and once you choose one the report takes two weeks from when all the information has been provided.
How much should a business valuation cost?
It depends on which of the three options suits your situation: an indicative estimate, a limited valuation with a written report, or a formal valuation. Valuations are quoted on enquiry, and you see the options and prices in a proposal before committing.
Can a CPA do a business valuation?
Yes. CPA Australia members can provide business valuations in accordance with APES 225 Valuation Services, using recognised economic and valuation principles and, where appropriate, the International Valuation Standards.
How do I find out how much my business is worth?
A business valuation can help determine what your business is worth by considering its financial performance, assets, market conditions, risks and future earning potential.
How do I calculate the value of my small business?
The value of a small business can be calculated using methods such as earnings multiples, discounted cash flow or asset-based valuation. Contact us to book a professional business valuation tailored to your circumstances.
Want to know what your business is worth?
A 15 to 20 minute call with Miranda to get a picture of the business and the level of valuation you need.
