Business Valuation to calculate CGT Taxation, Restructuring & Compliance
Market value for CGT events, small business concessions and the ATO, Values for moving into a company or trust and related-party transfers
Independent. ATO‑Compliant. Evidence‑Based.
Capital Gains Tax events require a valuation that is accurate, defensible, and aligned with ATO expectations. Whether you are restructuring, transferring ownership, selling an asset, or triggering a CGT event, your valuation must be grounded in real market evidence.
Why accurate Business Valuations Matter for CGT
Because errors can lead to disputes, penalties or incorrect tax outcomes.
When a business or its goodwill changes hands between related parties, or when a concession depends on asset values, the tax outcome rests on market value. Too high and the business may pay more tax than they should or fail a concession test. Too low and the ATO may substitute its own figure, with shortfall penalties on top.
The ATO’s own guidance says a valuation must be objective and supported by evidence, and that a properly instructed professional valuer generally protects the taxpayer from penalties if the ATO later finds the valuation deficient. That protection is the real value of getting it done properly.
What makes our valuations different:
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.
Why choose us for Business Valuations, to calculate tax obligations?
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.
ATO‑Compliant Methodology
We apply recognised valuation methods and provide full disclosure of assumptions, evidence and reasoning.
Multi Method Approach
We use at least two valuation methods, cross checked against comparable sales.
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.
Australia Wide Coverage
We value businesses in every state and territory.
What we look at?
The right standard
market value, as the ATO uses the term, at the exact date of the CGT event.
Goodwill properly separated
from plant, equipment, stock and property.
Normalised earnings
adjusting for owner wages, related-party rent and one-off items.
Real market evidence
what comparable businesses have actually sold for, from transactions our own team has negotiated.
Retrospective dates
where the CGT event happened months or years ago, we value as at that date using information that was known or knowable then.
Documented reasoning
every report states purpose, scope, valuation date, evidence and method, the elements the ATO expects to see.
Why accountants refer CGT work to us
Independent and evidence-backed
Our fee never depends on the outcome, and our conclusions rest on actual sales data.
Registered Business Valuers plus a CPA on the team
We speak the accountant's language and understand the rules your client is relying on.
Reports built for review.
Clear enough for your client, detailed enough for the ATO.
Fixed fees and predictable timing
So you can plan lodgement and settlement dates.
Need Business Valuations for Tax Purposes?
Our experienced team ensures your valuations meet ATO requirements while optimising your tax position. Contact us to discuss your tax valuation needs.
Our CGT Business Valuation Process:
Defining CGT event and valuation date.
Reviewing financials, structure and tax context
Analysing normalised earnings and risk.
Applying valuation methodologies
Cross checking with real market sales
Delivering a clear, defensible valuation report
“Reports are typically delivered within two to three weeks of receiving all required information.”
Speak With a Valuer Before You Decide
You can speak directly with our valuer before engaging us. No obligation.