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Business Valuation for Succession & Estate Planning

Independent. Clear. Evidence Based.

Succession planning requires a valuation that is accurate, independent, and supported by real market evidence.A family business is often the main asset in the estate and the one most likely to cause disagreement. One child works in the business; another doesn’t. A parent wants to treat everyone fairly but doesn’t know what “fair” looks like in dollars. Or a business owner has passed away and the executor needs to know what the business is worth before anything can be distributed.Our independent business valuation takes the guesswork, and much of the emotion, out of those decisions. It gives the family, the lawyer, the accountant and the financial planner a shared, objective starting point.

Our Clients Use our Business Valuations for

We sell businesses as well as value them. Most valuers work from financial statements and published industry multiples. Our valuers also negotiate business sales every week, so our opinion of value is tested against real, settled transactions we’ve been part of, across hundreds of sales every year.

That matters because a valuation is only as good as its evidence.

Our Clients Use our Business Valuations for:

Estate Planning

Wills

Court admissible methodology

Multi-generational business planning

Family Succession

What we look at

The business as it really runs

including how much depends on the owner, and what changes when they step back or are gone.

Normalised profits

adjusting for family wages, personal expenses and related-party arrangements.

The right date

today for planning, or the date of death for an estate.

Real market evidence

from businesses our team has actually sold, so the value reflects what a buyer would pay.

Why choose us for Business Valuations, for Succession & Estate Planning ?

Real Transaction Evidence

Our valuers are active business brokers involved in 400+ business sales per year. This gives us actual market data, not theoretical models.

Multi Method Approach

We use at least two valuation methods, cross checked against comparable sales.

Multi Method Approach

We value businesses transitioning to the next generation.

Complex Structure Expertise

We regularly value:

  • Companies
  • Trusts
  • Partnerships
  • Multi‑entity groups

Independent & Defensible

Our reports are prepared independently and assist accountants, tax agents and advisers, to calculate Capital Gains Tax, as part of the succession planning.

Australia Wide Coverage

We value businesses in every state and territory.

Our Succession & Estate Planning Valuation Process

1

Defining Purpose and valuation date.

2

Reviewing financials, structure and tax context

3

Analysing normalised earnings and risk.

4

Applying valuation methodologies

5

Cross checking with real market sales

6

Delivering a clear, defensible valuation report

Need a business valuation for Legal proceedings?

Our experienced team understands the complexities of legal proceedings. Contact us to discuss your specific requirements and timeline.

📞 Call: 1800 825 831

“Reports are typically delivered within two to three weeks of receiving all required information.”

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    Call us on 1800 825 831