Independent. Commercial. Defensible.
Our approach combines recognised valuation methodology with practical transaction and commercial experience to deliver independent, commercially grounded valuation advice.
Qualifications & Credentials
- Master of Applied Finance (MAppFin)
- Bachelor of Business (BBus)
- Certified Business Valuer (CBV)
- Certified Value Builder Advisor (CVBA)
- Licensed Business Broker & Transaction Advisor
Reporting Standards & Frameworks
Our reports are prepared in accordance with the specific purpose of the engagement and may reference the following standards and guidance where applicable:
- APES 225 – Valuation Services
- International Valuation Standards (IVS)
- Australian Accounting Standards Board (AASB) framework
- ATO Market Valuation Guidelines
- Fair Market Value principles recognised under Australian taxation and commercial law
Business Valuation Services
Independent valuation advice prepared for the specific purpose of the engagement.
Business Sale Valuations
Independent pre-sale valuation advice.
Family Law Valuations
Single expert and dispute valuations.
Shareholder Disputes
Independent forensic valuation opinions.
Tax & Restructuring
ATO-focused valuation engagements.
Succession Planning
Exit and transition valuation advice.
Expert Witness Services
Commercial litigation and evidence.
In the context of a merger or acquisition, a fairness opinion is an objective assessment of whether the proposed price is fair to all parties involved. We understand the importance of these opinions and how they can significantly impact the success of your transaction. That’s why our team has a proven track record of delivering accurate and reliable fairness opinions, which have helped our clients navigate the complex world of M&A transactions successfully.
Our approach to fairness opinions begins with a thorough understanding of your business background, including the structure, timing, and pricing. We then analyze the relevant financial data and conduct an independent assessment of your company’s value. Our Holistic approach allows us to leverage our industry experience and market knowledge to to ensure all parties involved receive ‘fair market value. Our team provides clear and concise opinions, along with detailed reports that are easy for you to understand and present to regulatory bodies or other stakeholders.
We understand that financial reporting can be complex, which is why we work closely with you to ensure that you have a comprehensive understanding of your financial position. Our team provides clear and concise opinions, along with detailed reports that are easy for you to understand and present to regulatory bodies or other stakeholders.
At Expert business valuations , we pride ourselves on our attention to detail and our commitment to providing you with the highest quality valuation services for financial reporting. We work closely with you throughout the valuation process, ensuring that you are informed and involved every step of the way.
We offer a range of valuation services for Auditing and tax purposes, including stock options and equity-based compensation, tax reporting, and estate planning. Our team of experts has the knowledge and experience necessary to provide you with the highest quality valuations that meet all regulatory requirements.
We understand that tax valuations can be complex, which is why we work closely with you to ensure that you have a comprehensive understanding of your valuation. Our team provides clear and concise opinions, along with detailed reports that are easy for you to understand and present to regulatory bodies or other stakeholders.
We offer a range of valuation services for IP and intangible assets, including patent, trademark, and copyright valuations, as well as valuations for customer lists, goodwill, and other intangible assets. Our team of experts has the knowledge and experience necessary to provide you with the highest quality valuations that meet all regulatory requirements.
We understand that IP and intangible asset valuations can be complex, which is why we work closely with you to ensure that you have a comprehensive understanding of your valuation. Our team provides clear and concise opinions, along with detailed reports that are easy for you to understand
In the context of mergers, acquisitions, shareholder transactions, and related-party dealings, a fairness opinion provides an independent assessment of whether the proposed transaction appears financially fair to the parties involved.
At Expert Business Valuations, we understand the importance of fairness opinions and the role they can play in significant commercial transactions. Our team provides commercially grounded fairness opinion analysis supported by financial assessment, valuation methodology, and relevant market evidence.
Our approach begins with understanding the background of the proposed transaction, including the structure, pricing, timing, and commercial rationale. We then analyse the relevant financial information and undertake an independent assessment of value where appropriate.
We provide clear and commercially reasoned reports designed to assist business owners, directors, shareholders, advisors, and other stakeholders in evaluating the transaction from a financial perspective.
We provide valuation analysis and reporting support for financial reporting, accounting, and compliance-related purposes where an independent assessment of value may be required.
These engagements may involve the valuation of businesses, equity interests, goodwill, intangible assets, or other assets for accounting, impairment testing, restructuring, acquisition, or reporting-related matters.
Our approach combines recognised valuation methodology, financial analysis, and commercially supportable reasoning to deliver clear and professionally presented valuation reports suitable for use by management, accountants, auditors, and other stakeholders where appropriate.
We provide valuation analysis for taxation, restructuring, and compliance-related matters where an independent assessment of value may be required.
These engagements may involve business interests, equity holdings, related-party transactions, succession planning, CGT events, restructures, and other transaction or reporting-related matters.
Our approach combines recognised valuation methodology, financial analysis, and commercially supportable reasoning to deliver clear and professionally presented valuation reports appropriate to the nature and purpose of the engagement.
We provide valuation analysis for intellectual property and intangible assets, including software, brands, trademarks, goodwill, customer relationships, licensing arrangements, proprietary systems, and other non-physical business assets.
These engagements may arise in connection with business sales, acquisitions, restructures, taxation matters, shareholder transactions, financial reporting, and dispute-related matters.
Our approach combines recognised valuation methodology, financial analysis, and commercially supportable reasoning appropriate to the nature and purpose of the engagement.
Clients we typically work with:
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Investors
Supporting investment decisions, acquisitions, capital raises, and portfolio valuation requirements.
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Business Owners
Providing independent valuation advice for strategic planning, growth, succession, and exit readiness.
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Lawyers & Accountants
Delivering defensible valuation reports for taxation, restructuring, disputes, and compliance matters.
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Buyers & Acquirers
Assisting acquirers in assessing value, identifying risks, and evaluating commercial opportunities.
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Sellers
Helping business owners understand, position, and maximise enterprise value prior to sale.
Clients we typically work with:
We have worked with several angel investors, private equity funds, family offices, and venture capital firms to help them evaluate their target investments.
We work closely with buyers and acquirers at every stage of the transaction, helping identify value drivers, risks and opportunities involved.
We help unlock hidden value as our clients sell or hive-off their non-core businesses.
We work closely with buyers and acquirers at every stage of the transaction, helping identify value drivers, risks and opportunities involved.
We help unlock hidden value as our clients sell or hive-off their non-core businesses.
Our Process – Valuations Services & Advisory
| 1. Initial Consultation & Scope | – Understanding the client’s business and purpose of the valuation. – Identifying the clients needs and type of valuation service required. – Discussions with management. |
| 2. Financial & Industry Analysis | – Financial Analysis. – Industry Research. – Identify Risk parameters. – Assessing sustainability and future maintainable earnings (FME). |
| 3. Applying Valuation Methodologies | – Identifying valuation methodologies – Validating assumptions. – Arriving at discounts and premia. – Sensitivity analysis. |
| 4. Determining Value | – Arriving at the fair value. – Application of discounts and premia. – Issuing draft report. |
| 5. Sign-off | – Presenting to stakeholders. – Issuing final report. – Sign-off from management. |
Our Process – Valuations Services & Advisory
1. Client Engagement
– Understanding the client’s business and purpose of the valuation.
– Identifying the client’s needs and type of valuation service required.
– Discussions with management.
2. Financial & Industry Analysis
– Financial analysis and earnings normalisation.
– Industry and market research.
– Assessment of business-specific risk factors.
– Assessing sustainability and future maintainable earnings (FME).
3. Valuation Methodology & Assessment
– Selection of appropriate valuation methodologies.
– Review of assumptions and market evidence.
– Assessment of discounts, premia, and risk factors.
– Sensitivity and reasonableness analysis.
4. Valuation Conclusion & Reporting
– Determining the valuation conclusion.
– Preparation of draft valuation report.
– Review and clarification process where required.
– Issuing the final report.
5. Finalisation & Delivery
– Presentation to stakeholders where appropriate.
– Delivery of the final valuation report.
– Ongoing discussion with clients and advisors.
– Sign-off and engagement completion.
Due Diligence
Reporting & Advisory
1. Initial Engagement
- Identify stakeholders.
- Identify and Agree on scope of work- sign NDA
2. Compile Data Room
- Work through Due Diligence Checklist
- Obtain key documentation and financial data
3. Analyze Information
- Review and analysis
- Compile draft report
4. Management Discussions
- Conduct Interviews
- Present Findings
- Incorporate feedback
5. Issue Report
- Highlight observations, risks and present fairness of opinion to stakeholders
- Issue Report
- Sign off
Why Expert Business Valuations?
Our experience across valuation, mergers and acquisitions, and transaction advisory provides practical commercial insight into how businesses are assessed in real-world market conditions. — By combining recognised valuation methodology with commercial and transaction experience, we deliver independent and commercially grounded valuation advice designed to support informed decision making.
Why us?
With our expertise in Transaction Advisory, we possess extensive market knowledge that, when combined with our profound understanding of valuation methodology, sets us apart. By relying on our expertise, you can eliminate the guesswork from the business valuation process.
Testimonials
“Trusted by business owners, accountants, legal advisors and commercial stakeholders across Australia.”
Here are some of our testimonials.
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Discuss Your Valuation Requirements
Drop us a line if you would like to have a chat about our services.
E / valuations@expertbusiness.com.au
T / 1300 143 533
A / Ground floor, 470 St Kilda Rd, Melbourne, VIC 3004 Australia