Before the discovery call
Have a clear sense of the purpose. Is the valuation for a sale, a related-party transfer, a restructure, a share buyback, a small business CGT concession claim, or an estate matter? Each purpose has different methodology and evidence implications. If you are not sure, your accountant or tax adviser can confirm. Have the valuation date in mind — typically today, but for some matters (amended assessments, historical events) it is a date in the past. Know whether your accountant or lawyer will be involved in the engagement.
Documents to gather
Most CGT valuations need: financial statements for the last 3–5 years; current year-to-date management accounts; tax returns; asset register; shareholder register; related-party transactions schedule; key contracts summary; lease summary; add-back evidence (e.g., supporting documentation for owner-operator remuneration adjustments). Your accountant has most of this material. The discovery call will confirm exactly what is needed for your specific engagement.
Decisions to make
Which tier suits your matter? Essential ($1,495+) is for straightforward CGT events with clean financials and a single methodology. Comprehensive ($3,995+) is for trading businesses with goodwill, add-backs and related-party transactions — typically the right tier for most CGT matters. Defensible ($8,995+) is for higher-value, contested, or higher-risk matters where the file may be reviewed. We recommend the right tier during the discovery call; you decide.
What to expect during the engagement
Week 1: document collection and completeness review. Week 1–2: financial extraction, normalisation, methodology selection. Week 2–3: valuation calculation, sensitivity analysis, draft report. Week 3–4: senior reviewer QA and sign-off, delivery. Total elapsed time: 10–14 business days for Essential, 15–25 for Comprehensive, 25–35 for Defensible. Throughout the engagement, the assigned valuer is your contact for any questions.
What you receive
A signed market valuation report. For Comprehensive and above, a separate evidence pack documenting the working analysis. Optional adviser collaboration call where your accountant or lawyer is included. Working file retained ten years in case the matter is queried later. The report is yours to use for the stated purpose; we retain no rights over it beyond the working file copy.
What we do not provide
Tax advice. Legal advice. Predictions about ATO acceptance. Guarantees about the outcome of any transaction. Our role is the valuation evidence — your accountant and lawyer use that evidence in their respective advice domains.