Our Services
Business Valuations
✔ ATO-compliant valuation reports for CGT, cost base, restructures, rollovers, stamp duty or divorce proceedings (We do not provide services for expert witness or litigation matters)
✔ Management and investor high-level pricing papers for internal management valuation purposes
✔ Business sales and succession planning
✔ Valuations for investors or exit strategies
✔ Buy-side and sell-side valuations
Comprehensive ATO-compliant formal valuations or high-level pricing papers for business owners.
Transaction Advisory Services
Strategic preparation and advisory assistance for business owners considering a sale, acquisition, or investment. We help you get deal-ready by preparing the key documents and financial insights, while you lead the process with our guidance in the background.
We prepare and advise on:
✔ Information Memorandum (IM) drafting and financial analysis
✔ Vendor Due Diligence (light/limited scope) reports
✔ Sale preparation and supporting documentation
✔ Teaser and investor pitch materials
✔ Financial due diligence reviews for acquisitions
Our role is to equip you with the right tools and advice to engage buyers or investors confidently, without acting as your broker or intermediary.
Debt Advisory:
We help business owners understand how much debt their business can sustainably support and how to present that story to lenders. That includes building bank-ready three-way models, testing different structures (term debt vs working capital, covenants and amortisation profiles), and preparing funding packs / IMs that clearly set out your capacity to service debt.
You and your existing banker or broker still run the process and negotiate terms – we don’t arrange finance or provide personal credit advice but we give you the numbers, scenarios and narrative so you can go into those conversations with confidence.
Intangible Asset Valuations
✔ Brand valuations
✔ Intellectual property valuations
✔ Impairment testing for CGU’s
✔ Purchase Price Allocations (Post Transactions)
Valuations of brands, intangible assets and impairment testing of CGU’s.
ESOP / Employee Incentive Plans
✔ ESOP and option valuations (AASB 2 / accounting-compliant)
✔ Employee share or option plan setup and equity modelling
✔ Re-valuations for ongoing reporting or tax purposes
✔ Guidance on structuring equity participation for key staff and partners
Support for employee ownership and retention strategies through compliant and practical valuation accounting advice.