What an Adelaide Business
Valuation Costs, From A$799

An independent, reasoned opinion of what a business or a parcel of shares is worth at a particular date, built from the income, market and asset approaches and reconciled into one conclusion that can be supported.

Yes, if the figure will be tested by the Supreme Court of South Australia, the ATO, RevenueSA, a lender or an opposing expert. For a private planning figure, an Indicative report is enough; it is for internal decision-making and is not a certified opinion for third parties.

In many cases, where the report is obtained for an income-producing purpose or in connection with a CGT event. Your tax adviser should confirm how the rules apply to your situation.

Usually, for a sale, a partner joining, an employee share scheme, a finance application or an SMSF audit: situations where other people see the figure but are unlikely to contest it in court.

Software can run a formula, but it cannot decide how to normalise the earnings, how much risk to price in or which comparable sales matter, and no lender or court relies on an unsigned printout. Each of our reports is prepared by a person, and each certified report is signed by a certified valuer.

In most cases a Detailed report. The Supreme Court and District Court of South Australia apply the court's expert evidence rules under the Uniform Civil Rules 2020 (SA), and the Federal Circuit and Family Court has its own rules for experts in family law matters; each expects the full reasoning on paper. Where a matter is likely to settle at mediation, a Summary report may do, and we say so on the first call. Smaller disputes before the South Australian Civil and Administrative Tribunal are scoped case by case.

It backs the decision that prompted it: fixing a sale price, settling a dispute, responding to the ATO or RevenueSA, satisfying an auditor, or agreeing terms with a partner or investor.

APES 225 Valuation Services is the principal Australian standard. The International Valuation Standards apply where cross-border comparability matters, and the ATO's market valuation guidelines govern any figure with a tax consequence.

The signatory is a CFA charterholder who also holds the ABV and CBV designations, with more than 15 years across valuation, transactions and expert evidence. No certified report goes out without a certified valuer's signature.

An APES 225 opinion signed by a credentialed valuer, recording the purpose, the evidence, the adjustments and the reasoning so that a court, the ATO, a lender or a counterparty can rely on it.

At 28 Leigh Street in the Adelaide CBD. We act for owners across Greater Adelaide, the Adelaide Hills and regional South Australia, including the Barossa, McLaren Vale and Clare Valley wine regions, and take on engagements elsewhere in Australia by video.