Valuation Services for Melbourne Businesses, Grouped by Purpose

Tell us why the value is needed and most of the engagement follows from that: the standard of value, the depth of the report and who will read it. That is why the eleven services below are arranged by purpose, not by method.

Indicative valuations from A$799. Certified Summary and Detailed reports from seven business days.

Melbourne Business Valuations offers eleven valuation services arranged in three purpose groups: sale, deals and planning; tax and compliance; and disputes and litigation. Each service page sets out when a valuation is needed, which approach leads, the common errors and the right report. Indicative valuations are for internal decision-making; Summary and Detailed reports are certified.

Three report depths, one analysis behind each

Every report rests on the same work: normalised accounts, the approaches applied and a reconciled conclusion. The difference lies in how much of that work is written out, and that depends on the reader. A Melbourne owner planning a sale or a handover usually needs a range to act on. A bank, the Supreme Court of Victoria, the ATO or an opposing party needs a certified opinion whose reasoning can be followed and tested.

Indicative Valuation
From A$799
Choose this if the figure stays inside the business: planning ahead, weighing an approach from a buyer or deciding whether a transaction is worth pursuing. Intended for internal decision-making; it is not a certified opinion for lenders, courts or the ATO.
Delivery: from seven business days after receipt of all information
Up to 50 pages
Internal audience
Can be used in litigation
Capital structure: common equity, bank/shareholder loans
Compliant with ATO market value guidance
APES 225 Valuation Engagement
Certified and signed by an experienced practitioner
Completed and reviewed by well trained staff
Considers and applies, when relevant, all 3 valuation approaches (income, market, asset)
Applies multiple cost of capital estimates (limited to 3)
Executive summary
Statement of limiting conditions
Valuation exhibits
Glossary
Table of contents
Company review
Industry review
Economic review
Discussion of valuation approaches and types of discounts
Discussion of the application of valuation approaches and discounts
Conclusion
Email support
Closing Zoom Call
Detailed Valuation
Contact for Pricing
Choose this if another expert will scrutinise the opinion, as in family law, shareholder disputes, damages claims or an ATO review. Certified and signed. Applies and reconciles all relevant approaches in full so another expert can follow the reasoning.
Delivery: from seven business days after receipt of all information
150+ pages
Internal and external audience, including for litigation or when likely to be reviewed by others
Can be used in litigation by a broad range of professionals
Capital structure: common equity, bank/shareholder loans
Compliant with ATO market value guidance
APES 225 Valuation Engagement
Certified and signed by an experienced practitioner
Completed and reviewed by well trained staff
Considers and applies, when relevant, all 3 valuation approaches (income, market, asset)
Applies multiple cost of capital estimates (full set of 12)
Executive summary
Statement of limiting conditions
Valuation exhibits
Glossary
Table of contents
Company review (full)
Industry review (full)
Economic review (full)
Discussion of valuation approaches and types of discounts (full)
Discussion of the application of valuation approaches and discounts (full)
Conclusion
Email support
Closing Zoom Call

See the full Services and Pricing page

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Andrew Mackson
Andrew Mackson, CFA, ABV, CBV
Managing Partner · 15+ years
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Sale, deals & planning

For owners setting or testing a price: buying or selling, passing the business to family, reorganising a group, or issuing equity to staff and investors.

01

Selling or buying a business

Price evidence for vendors and purchasers: maintainable earnings, deal structure, earn-outs and the owner's own role.

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02

Succession and family transfer

A market value for passing the business to the next generation, treating siblings fairly and funding the handover.

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03

Business restructures and rollovers

Transfers within a group, new holding companies, demergers, Division 7A and Victorian landholder duty.

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04

Employee share schemes and capital raising

Market value for Division 83A, fair value under AASB 2, value across share classes and ESIC evidence when raising capital.

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Tax & compliance

Values dated and documented for a reader who checks them: the ATO, an SMSF auditor, an executor or the auditor of a company's financial statements.

05

Small business CGT concessions

Market values for the Division 152 maximum net asset value test, active asset status and the 80 per cent test.

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06

SMSF asset valuations

Dated values an auditor can accept for private shares, related trusts, leased premises, loans and 30 June 2026 Division 296 balances.

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07

Deceased estate and executor valuations

Values at the date of death, pre-CGT cost bases, the business after its principal has gone, and Part IV claims.

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08

Financial reporting valuations

AASB 13 fair value, AASB 136 impairment tests, purchase price allocations and share-based payment values for the audit file.

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Disputes & litigation

Expert evidence for contested matters: shareholder and partnership disputes in the Supreme Court of Victoria, property settlements in the Federal Circuit and Family Court, and claims for loss and damages.

09

Shareholder and partnership disputes

Buy-out values under the Corporations Act oppression remedy, minority discounts tested both ways, and expert evidence.

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10

Family law and divorce valuations

Single expert and shadow expert reports for property settlements in the Melbourne and Dandenong registries.

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11

Economic loss and damages

Building the but-for scenario, measuring lost profits, incremental costs and mitigation for claims in Victorian courts.

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How an engagement runs

Every service follows the same six steps, whether the client runs a Collingwood cafe or a Dandenong South manufacturer. The information we ask for and the depth of the written report are what change from one engagement to the next.

1. Scoping call

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.

2. Information request

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.

3. Analysis

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.

4. Draft and review

A second certified valuer reviews the workfile and the draft before anything leaves the office. Every judgement has a written reason attached to it.

5. Closing conversation

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.

6. Final report

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 when the next step is due.

What sits outside these services

Two documents are often mistaken for what we provide. The first is the statutory expert's report the Corporations Act calls for in takeovers, schemes of arrangement and some shareholder approvals, governed by ASIC Regulatory Guides 111 and 112. Preparing one is a licensed financial service and we do not issue them. We can prepare the valuation analysis a licensed expert relies on, and we give boards of private companies independent opinions on transactions where no statutory report is required.

The second is the quick estimate, whether from an online tool or a business broker. Our own business valuation calculator is free and educational, and the page says so. A broker's figure is pitched to win a listing. Neither is evidence anyone can rely on. When a figure has to carry weight, a certified valuer signs it and stands behind it.

Industry and method context

Every service page pairs with our Melbourne industry pages, which explain how the approaches apply to medical and dental practices, professional firms, hospitality venues, trades, technology and transport businesses, and with the three valuation approach pages that hold this site's method explanations.

Choosing a valuation service: common questions

Begin with the event, not the method. Selling or buying, a family handover, a restructure or issuing equity belongs to sale, deals and planning. Claiming a CGT concession, an SMSF audit, administering an estate or preparing financial statements belongs to tax and compliance. A falling-out between shareholders, a separation or a claim for lost profits belongs to disputes and litigation. When an event straddles two groups, such as a sale that depends on the small business CGT concessions, the scoping call settles which report covers both.
Occasionally, and it pays to raise it before the report is written. A sale valuation can usually support a lender at the same date. An employee share scheme needs two different figures, one for tax and one for the accounts, and a family law valuation is prepared on a basis no lender would adopt. Each report names its purpose and the parties entitled to rely on it, so adding a purpose later may mean a supplementary letter or a fresh report.
Yes. We are based at 120 Spencer Street in the CBD and most clients are in Greater Melbourne, from Werribee to Pakenham, but the methods and standards apply nationally. We also value businesses in Ballarat, Bendigo, Gippsland and the Yarra Valley, and elsewhere in Australia. Where the assets or the operation warrant it we visit the site; for many professional and service firms the records and a video call are enough.
Usually three to five years of financial statements and tax returns, current management accounts, the company constitution or shareholders' agreement, leases and major contracts, plus whatever the purpose calls for, such as the trust deed for an SMSF or the pleadings in a dispute. We send a tailored information request after the scoping call. Certified reports are delivered from seven business days after the final item reaches us.
Our reports follow APES 225 Valuation Services and, for litigation, the expert witness codes of the Federal Court and the Supreme Court of Victoria, including the Form 44A code under Order 44 of the Supreme Court (General Civil Procedure) Rules 2015 (Vic). Each sets out the purpose, standard of value, methods, sources and reasoning so a reviewer can retrace them. Whether a report is accepted is always the reader's call, but this is the form the ATO, lenders and courts look for, and the valuer who signs it will explain and defend it.
Indicative valuations start from A$799 and are intended for internal decision-making, so they suit an owner who wants a well-reasoned range before committing to anything. Summary and Detailed reports are certified and are quoted after a free consultation, because the fee depends on the purpose, the number of entities, the state of the records and whether the opinion must withstand review by a court, the ATO or another expert. The fee is confirmed in the engagement letter before work starts, and every report is delivered from seven business days after we receive the information.

Book a Free Consultation

Talk your situation through with a certified valuer before you commit to anything, at no cost.

Andrew Mackson
Andrew Mackson, CFA, ABV, CBV
Managing Partner · 15+ years
Book a Free Consultation →

Certified Valuation Reports From Seven Business Days

Every report is signed by a credentialed certified valuer and built to withstand ATO, ASIC, court and bank scrutiny.

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