Why you need a value shapes almost everything else: the standard of value, the depth of the report and who will scrutinise it. That is why the eleven services below are organised around the event that prompts them, from a Southport practice sale to a dispute heading for court, rather than around valuation methods.
Indicative valuations from A$799. Certified Summary and Detailed reports from seven business days.
Gold Coast Business Valuations offers eleven services in three groups: sale, deals and planning; tax and compliance; and disputes and litigation. Every service page covers what prompts the valuation, the approach that usually leads, the common mistakes and the right report. The Indicative report is for internal decision-making only, while the Summary and Detailed reports are certified.
The analysis underneath is the same every time: normalised accounts, the relevant approaches applied and a reconciled conclusion. What varies is how much of it is written out, and that depends on the reader. A Bundall accounting practice weighing a sale or a Hope Island family planning a handover usually needs a range to act on. A bank, the Supreme Court of Queensland, the Queensland Revenue Office, the ATO or an opposing party needs a certified opinion whose reasoning it can follow and test.
For owners who need to set or test a price: a sale or purchase, passing the business to the next generation, reshaping a group of entities, or offering shares to staff and investors.
Price evidence for both sides of a deal: maintainable earnings, deal structure, earn-outs and how much of the profit depends on the owner.
Read moreMarket value for passing the business to the next generation, treating siblings fairly and funding the handover.
Read moreMoving assets between group entities, interposing a holding company, demergers, Division 7A and Queensland landholder duty.
Read moreDivision 83A market values, AASB 2 fair values, splitting value between share classes, and ESIC evidence when raising capital.
Read moreValues fixed at a date and documented for a reader who will check them: the ATO, the Queensland Revenue Office, an SMSF auditor, an executor or the company's auditor.
The market values that feed the Division 152 maximum net asset value test, the active asset test and the 80 per cent test.
Read more30 June values an SMSF auditor can accept: private company shares, related unit trusts, business premises leased to members and related-party loans.
Read moreDate-of-death values, pre-CGT cost bases, what the business is worth once its principal has gone, and family provision claims under the Succession Act 1981 (Qld).
Read moreAASB 13 fair value, AASB 136 impairment testing, purchase price allocations and share-based payments, documented so the auditor can sign off.
Read moreExpert evidence for contested matters: shareholder and partnership disputes in the Supreme Court of Queensland, family law property settlements run through the Federal Circuit and Family Court of Australia's Brisbane registry, and loss and damages claims.
Buy-out prices under the Corporations Act oppression remedy and the Partnership Act 1891 (Qld), with and without a minority discount, written as expert evidence.
Read moreSingle expert and shadow expert reports for Gold Coast property settlements handled through the Federal Circuit and Family Court of Australia's Brisbane registry.
Read moreThe but-for scenario, lost profits, extra costs and mitigation, prepared for claims in the Supreme Court of Queensland and the District Court sitting at Southport.
Read moreEvery service follows the same six steps, whether the client is a Surfers Paradise hospitality group or a Yatala distributor. Engagements differ only in the documents we request and the depth of analysis the report shows.
A free conversation to identify the purpose, the interest being valued, who will read the report and what information exists. That conversation settles the standard of value and the report depth before any fee is agreed.
A written list of what we need: financial statements and tax returns, management accounts, the constitution or shareholders agreement, leases, key contracts and anything specific to the purpose. Delivery is measured from the day the last item arrives.
Normalisation of the accounts, selection and application of the approaches, derivation of rates and multiples from named sources, discounts where the interest requires them, and reconciliation to a range.
A second certified valuer reviews the workfile and the draft before anything leaves the office. Every judgement has a written reason attached to it.
The valuer walks you through the result and answers questions. Your accountant or lawyer is welcome to join; many clients say it is the most useful hour of the engagement.
Signed and delivered digitally, from seven business days after we receive the information. The valuer remains available to explain or defend the opinion afterwards.
At every stage you will know who is handling the file, where it is up to and when the next step is due.
Two other documents are often mistaken for ours. The first is the statutory expert's report the Corporations Act requires for takeovers, schemes of arrangement and some member approvals, governed by ASIC Regulatory Guides 111 and 112. Preparing one is a licensed financial service, which we do not provide. We can carry out the valuation work a licensed expert relies on, and we give private company boards independent opinions on transactions where no statutory report is required.
The second is the quick estimate from an online tool or a business broker. Our own business valuation calculator is free and educational, and it is labelled that way. A broker's number is designed to win the listing. Neither is evidence anyone can rely on; when a figure has to carry weight, a certified valuer signs it and defends it.
Each service page links to our Gold Coast industry pages, which apply the approaches to medical and allied health practices, professional firms, hospitality and tourism venues, trades and construction businesses and more, and to the three valuation approach pages that explain the methods in detail.