Our Business Valuation Process
- What to Expect
A Structured Process That Delivers A True and Defendable Business Value
The Business Valuation Process - Interactive Flow
Step by step, you’ll be guided through a thorough, proven approach designed to uncover the true value of your business – with clarity, confidence, and purpose.
Use the interactive flowchart below to explore the process. You can zoom, pan, and see how each step connects to the next.
Process Details
Clear Setup & Next Steps
It all starts with clarity, the scope, purpose, timeframes, and exactly what’s needed.
Financial Information
collected
(Clean or Not)The process begins by gathering key business documents, profit and loss statements, balance sheets, and whatever else is available.
Numbers Reviewed
(Gaps Identified)The financials are reviewed thoroughly. Trends are benchmarked against industry standards, and any red flags or missing pieces are flagged early.
Business Interview
(Focused & Insightful)An interview follows with the owner or key personnel. By this point, the business and its industry have already been researched, so the discussion goes straight into the value drivers, risks, dependencies, and operational realities.
Supporting Documents
(Only What Matters)Additional documents like key contracts, staff arrangements, or client relationships may be requested, depending on what is disclosed.
Clarifications
(Where Needed)If something doesn’t make sense or more context is required, a quick follow-up with the right person, either via email, bookkeeper, or advisor - keeps things on track.
Best-Method Valuation
(Not One-Size-Fits-All)The valuation approach is selected based on the purpose and the type of business. This may include:
- Market-based comparisons
- Future maintainable earnings
- Discounted cash flow
- Net asset value
Sometimes multiple methods are used to ensure accuracy. Real-world sales data is used from the same industry, and often directly from established across the country.
Draft Review
(If Strategic)In sale or strategic planning scenarios, a draft version may be shared first. Feedback is welcomed, and any clarifications are addressed before finalising.
Final Valuation Delivered
A complete, clearly structured report is delivered, whether for legal use, tax planning, negotiation, or internal decision-making.