Business Valuations & Economic Loss

Our specialty is the valuation of interests in private, closely held businesses. Our advice is sought in matter such as:

• Valuation assessments on behalf of both potential equity participants and debt providers
• Valuation of goodwill for taxation purposes consequent upon restructuring of trading and investing entities
• Assessment of loss of profits in commercial disputes
• Valuation Assessments in marital disputes
• Shareholder and partnership disputes
• The purchase and sale of businesses

Some recent valuation and other engagements have included:

• Valuation of a timber milling business and its accompanying forest timber resource for purpose of securing multi-million dollar debt accommodation
• Valuation of a major regional wholesale and retail plumbing supplies business for the purpose of restructuring of trading and investment entities and the establishment of an employee share acquisition scheme
• Valuation of software development company for the purpose of the restructuring of trading and investment entities and the establishment of an employee share acquisition scheme
• Valuation of the brand names of a beverage manufacturer for the purpose of business restructure
• Valuation of a regional quarrying business and assessment of the value of the “quarry space” for family law and business restructuring purposes
• Valuation of the employee share options held by the Chief Executive Officer of a major Australian listed health care provider for family law purposes
• Valuation of the goodwill of a major superannuation and financial advisory firm for the purpose of estate planning and business restructuring.
• The valuation of small and medium sized businesses across all industry and professional sectors for the purpose of division of property under the Family Law Act and the Property (Relationships) Act.
• Valuation of defined benefit superannuation interests under the Family Law (Superannuation) Act.

We are responsive to the often tight time constraints of our referrers and provide innovative solutions and reasonable cost quotations which are not exceeded.

Our reports are clear and concise. They are both technically robust and explain complex financial and economic matters in a way readily understandable by non-financial readers.

We are very flexible in the manner in which our services are tailored to client’s specific needs and we caters for all sizes of matters.