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Not sure which service or report you need? A certified valuer will work it out with you, at no cost.
Why you need a figure settles nearly everything else: the standard of value, the depth of the report and who will pick it apart. That is why the eleven services on this page are grouped by the decision they support, from a sale in Norwood to a family handover in the Barossa, rather than by valuation method.
Indicative valuations from A$799. Certified Summary and Detailed reports from seven business days.
Adelaide Business Valuations offers eleven services across three groups: sale, deals and planning; tax and compliance; and disputes and litigation. Each page sets out what prompts the valuation, which approach usually leads, the common errors and the report that fits. Indicative valuations serve internal decision-making only, while Summary and Detailed reports are certified.
Every report rests on the same work: accounts normalised, the relevant approaches applied and the results reconciled to a conclusion. The report type only decides how much of that work is written out, and the reader decides the report type. A family business in the Adelaide Hills planning a handover, or a Kent Town practice weighing an offer, usually wants a range it can act on. A bank, the Supreme Court of South Australia, RevenueSA, the ATO or an opposing party needs a certified opinion whose reasoning can be traced and tested.
Not sure which service or report you need? A certified valuer will work it out with you, at no cost.
For owners who need to set or test a price: a sale or purchase, a handover to the next generation, a reorganisation of the group, or bringing employees and investors onto the share register.
Price evidence for vendors and buyers alike: earnings a new owner can keep, the 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 the children who work in it and those who do not fairly, and funding the handover.
Read moreMoving assets inside a group, inserting a holding company, demergers, Division 7A, and the values RevenueSA may ask to see.
Read moreDivision 83A market values, AASB 2 fair values, splitting value across share classes, and ESIC evidence when a start-up raises capital.
Read moreDated, documented values for readers who check them closely: the ATO, RevenueSA, an SMSF auditor, an executor or the company's auditor.
The market values behind the Division 152 tests: maximum net asset value, active asset and the 80 per cent test.
Read more30 June values an SMSF auditor can accept: shares in private companies, related unit trusts, business real property leased to members, and related-party loans.
Read moreDate of death values, pre-CGT cost bases, a business that has lost its principal, and claims under the Inheritance (Family Provision) Act 1972 (SA).
Read moreAASB 13 fair value, AASB 136 impairment tests, 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 South Australia, property settlements in the Federal Circuit and Family Court's Adelaide registry, and claims for lost profits and damages.
Buy-out values under the Corporations Act oppression remedy and the Partnership Act 1891 (SA), the minority discount argued both ways, and expert evidence.
Read moreSingle expert and shadow expert reports for property settlements before the Federal Circuit and Family Court in Adelaide.
Read moreThe but-for case, lost profits, extra costs and mitigation, for claims in the Supreme Court and the District Court of South Australia.
Read moreThe six steps below apply to every service, whether the client is a Port Adelaide freight forwarder or a family winery in McLaren Vale. What changes from one engagement to the next is the information we ask for and how much of the analysis the report sets out.
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 has the file, where it is up to and what happens next.
Two other documents are often mistaken for ours. The first is the expert's report the Corporations Act calls for in takeovers, schemes of arrangement and some member approvals, which ASIC Regulatory Guides 111 and 112 govern. That report is a licensed financial service and we do not prepare it. We can supply valuation work a licensed expert relies on, and we give private company boards opinions on transactions that need no statutory report.
The second is the fast estimate from a website or a business broker. Our business valuation calculator is free and built to teach, and it says as much. A broker's figure is set to win the listing. Neither is evidence a bank, a court or the other side will accept; when the number has to hold, a certified valuer signs it and stands behind it.
Every service page links to our Adelaide industry pages, which apply the approaches to medical and dental practices, professional firms, hospitality venues, manufacturing and fabrication, trades and construction, technology businesses and freight operators, and to the three valuation approach pages that explain the methods in full.
Talk your situation through with a certified valuer before you commit to anything, at no cost.