Where we work.
We focus on Australian small-to-mid-sized businesses across sectors where tax-purpose valuations come up most frequently. Methodology calibrated for each.
Business Valuations for Medical and Dental Practices
For practice transfers, partnership changes, retirement and succession, and group consolidation. Methodology selected for owner-operator and partnership structures.
Business Valuations for Hospitality and Food Service
For café, restaurant, bar and venue sales, partnership changes, family transfers and group consolidations. Methodology that handles lease, location and operator dependency.
Business Valuations for Professional Services Firms
For partnership transfers, equity buy-outs, group restructures and succession matters. Methodology calibrated for partner-dependent service businesses.
Business Valuations for Trades and Construction
For business sales, related-party transfers, group restructures and succession. Methodology that handles project-based revenue, working capital and licence dependency.
Business Valuations for E-commerce and Retail
For business sales, family transfers and group restructures. Methodology that handles platform dependency, brand value, inventory and customer base.
Accounting Firm Valuations: Fee Bases, Cents-in-the-Dollar & WIP
For fee-base sales, partner admissions and exits, consolidator offers, restructures and succession. Methodology that reconciles cents-in-the-dollar pricing with earnings multiples — for principals and their advisers.
Farm & Agribusiness Valuations: Land, Water & Succession
For intergenerational succession, small business CGT concession claims, family law matters and restructures. Methodology that separates land, water entitlements, the operating enterprise and biological assets.
Allied Health Practice Valuations: Physio, Psych, Podiatry & OT
For physiotherapy, psychology, podiatry, occupational therapy and multidisciplinary practices — and the accountants and lawyers advising them. Practice sales, buy-ins, CGT concession claims, family law and restructures.
Automotive & Smash Repair Business Valuations
For workshop sales, partner and family exits, insurer-network changes, restructures and CGT concession claims. Methodology that weighs repair agreement concentration, technician retention and EV capex against maintainable earnings — for owners and their advisers.
Bookkeeping Practice Valuations
For fee-base sales, succession, restructures and disputes. Methodology that tests cents-in-the-dollar conventions against earnings, retention evidence and BAS agent transition risk — for principals and their accountants.
Caravan Park & Motel Valuations
For park and motel owners buying, selling, refinancing or restructuring — and the accountants and lawyers advising them. Covers freehold going concern versus leasehold value, permanent-versus-tourist site mix and the cap-rate-to-earnings reconciliation.
Childcare Centre Valuations: Licensed Places, CCS & Multiples
For centre sales and purchases, partnership exits, related-party transfers, CGT concession claims and finance. Methodology that reconciles per-licensed-place benchmarks with capitalised earnings and prices CCS dependence, occupancy maturity and lease terms.
Cleaning & Facilities Services Business Valuations
For business sales, partnership exits, restructures and CGT events across commercial, residential and specialist cleaning operators — and the accountants and lawyers advising them.
Conveyancing Practice Valuations
For practice sales, licensee buy-ins, CGT concession claims, family law matters and restructures — for principals and the accountants and lawyers advising them. Methodology built for a volume business tied to property-cycle throughput.
Financial Planning Practice Valuations: Recurring Revenue Multiples
For practice sales, partner equity transactions, licensee transitions, buy-sell agreements and CGT events. Methodology that tests recurring revenue multiples against EBIT and concludes where the evidence holds.
Franchise Business Valuations: Agreements, Tenure & Transfer
For franchise resales, partner exits, family transfers, CGT concession claims and franchisor system valuations. Methodology that reads the franchise agreement, the lease and the disclosure document together.
Gym & Fitness Studio Valuations: The Membership Book, Not the Equipment
For club sales and acquisitions, franchisee and partner exits, related-party transfers, CGT concession claims and finance. Methodology that reads the direct-debit membership book — churn, contract mix and holds — and prices lease, equipment finance and franchise terms into a defensible EBITDA multiple.
Hair, Beauty & Aesthetics Salon Valuations: Models, Goodwill & Scripting
For hair salons, beauty and skin clinics and cosmetic-injectable practices — and the accountants and lawyers advising them. Sales, partner buy-ins, CGT concession claims, family law and restructures, valued on evidence rather than a rule-of-thumb multiple.
Insurance Broking Business Valuations: Books, AFSLs & Multiples
For book sales and purchases, principal exits, authorised representative transitions, related-party transfers and CGT matters. Methodology built for recurring commission quality, AFSL and AR structures, insurer agreements and retention risk — for brokers and their accountants.
IT & Managed Service Provider (MSP) Valuations in Australia
For MSP sales, private equity approaches, shareholder exits, restructures and CGT events. Methodology that prices MRR quality, contract tenure, churn and the buyer market the business can actually access.
Law Firm Valuations: WIP, Partner Goodwill & Practice Sales
For principals, partners and their advisers handling partnership admissions and retirements, practice sales, succession and family law matters. Methodology built for time-based and conditional-fee work in progress.
Manufacturing Business Valuations: Plant, Order Books & Capacity
For business sales, succession, restructures and CGT matters. Methodology that runs earnings against net assets and reads the order book, capacity and concentration properly.
Specialist Medical & Diagnostic Imaging Practice Valuations
For specialist practice sales, associate buy-ins, consolidator offers, restructures and CGT matters. Methodology built around referral transferability, Medicare licensing overlays and contractor payroll tax exposure.
Mortgage Broking Trail Book Valuations: Run-Off & Clawbacks
For trail book sales and purchases, broker exits, partnership changes, related-party transfers and CGT matters. DCF methodology with evidenced run-off, clawback deductions and aggregator transfer mechanics — for brokers and their accountants.
NDIS Provider Valuations: Price Caps, Registration & Plan Mix
For provider sales, partner exits, restructures and CGT matters. Methodology built for price-capped revenue, SCHADS cost floors, plan-mix receivables and registration standing.
Pharmacy Valuations: PBS, Location Rules & $/Script Benchmarks
For pharmacy sales and purchases, partnership admissions and exits, related-party transfers, CGT concession claims and restructures. Methodology built around PBS remuneration mechanics, location-rule scarcity and script-volume economics.
Pub & Hotel Valuations
For freehold going concern and leasehold pub sales, partnership changes, restructures, finance and dispute matters. For venue owners and the accountants and lawyers advising them.
Real Estate Agency & Rent Roll Valuations: $/AAMI Multiples
For agency principals buying or selling a rent roll, and the accountants and lawyers structuring the deal. Covers $/AAMI multiples, quality metrics, assignability and retention.
Registered Training Organisation (RTO) Valuations
For RTO sales and purchases, shareholder exits, related-party transfers, CGT concession claims, restructures and disputes. Methodology that gates value on ASQA standing, scope, funding contracts and CRICOS exposure before a single dollar of earnings is capitalised — for owners and their advisers.
SaaS & Software Company Valuations: ARR, Churn & Rule of 40
For capital raises, founder exits, employee share schemes, restructures and CGT events. Methodology that justifies whether a revenue multiple or an earnings multiple applies — and evidences the metrics behind it.
Security Services Business Valuations
For sales, partnership exits, CGT concession claims and restructures involving guarding, patrol and monitoring businesses. Methodology that prices contract quality, licensing standing and wage-compliance risk — for owners and the accountants and lawyers advising them.
Supermarket & Convenience Store Valuations
For independent supermarket and convenience store owners and their accountants — sales and purchases, banner transfers, partnership exits, family transfers and CGT concession claims.
Tourism & Experience Operator Valuations
For operators selling, restructuring or planning succession — and the accountants and lawyers advising them. Methodology that normalises earnings across weather, permit and demand cycles, and prices licences and booking channels as the assets and risks they are.
Transport & Logistics Business Valuations: Fleet, Contracts & EBIT
For business sales, succession, restructures and CGT events across trucking, freight, courier, warehousing and 3PL operations. Methodology built on EBIT and normalised free cash flow, not headline EBITDA.
Travel Agency & Travel Management Valuations
For agency sales, partner exits, CGT concession claims, restructures and disputes. Methodology that decides which trading years count and prices overrides, corporate contracts and network agreements on their real durability — for owners and their advisers.
Veterinary Practice Valuations: Consolidator Multiples & Fee/FTE
For clinic sales, consolidator approaches, associate buy-ins, restructures and CGT matters. Methodology built around fee per FTE vet, wage-adjusted earnings and the two-tier buyer market.
Wholesale & Distribution Business Valuations
For business sales, partner exits, restructures and CGT events across importers, wholesalers and distribution operators — and the accountants and lawyers advising them.
Talk to a valuer
Tell us what you need valued.
A fifteen-minute call confirms the tier, the fixed fee and the delivery date — before you commit to anything.
0433 475 518Mon–Fri, 9am–5:30pm AEST
Fixed fees from $1,495 + GST · 10–35 business days