Our business valuation service provides clear, objective insights into the true worth of your company—whether you’re preparing for a sale, acquisition, investment, or internal planning. We combine deep industry knowledge with rigorous financial analysis to deliver valuations that are credible, defensible, and tailored to your specific context. Using established methodologies, we ensure your valuation reflects market realities and your company’s unique strengths and future potential.
The benefit of working with us is not just a number—it’s clarity and confidence in your next move. Our valuations support better decision-making, strengthen your negotiation position, and provide a solid foundation for strategic planning or succession. We take the time to understand your business model, growth prospects, and market environment, providing a comprehensive report that helps you communicate value effectively to stakeholders, investors, or potential buyers.
Schedule a free, confidential 15-minute call with our expert advisors to discuss your valuation.
Owners often seek a business valuation when considering selling their business to understand its worth and maximise sale proceeds.
Valuations help owners make informed decisions regarding expansion, diversification, or restructuring by providing insights into their business's financial health and market value.
Valuations are essential for estate planning purposes, ensuring proper allocation of assets and minimising potential tax liabilities for heirs or beneficiaries.
Owners may need a valuation when raising capital through equity financing to determine the value of their business and negotiate terms with investors.
Valuations play a crucial role in M&A transactions, helping owners assess potential acquisition targets, negotiate deal terms, and determine fair market value.
In shareholder disputes or buyout cases, valuations objectively assess the business's worth to facilitate fair and equitable resolution.
Business valuations are essential for succession planning, enabling owners to develop exit strategies, transfer ownership to family members or key employees, and ensure a smooth transition of leadership.
Business valuations are crucial for tax planning purposes, allowing owners to assess potential tax liabilities associated with estate taxes, gift taxes, or capital gains taxes.
The historical and projected financial performance of the business, including revenue, profitability, cash flow, and growth prospects, is a key determinant of its value.
The business's market position, including its competitive advantage, market share, brand reputation, and customer loyalty, influences its value by indicating its strength and potential for future growth.
The outlook and dynamics of the industry in which the business operates, including market trends, regulatory environment, and technological advancements, impact its value by affecting its growth potential and risk profile.
The tangible and intangible assets of the business, such as property, equipment, inventory, intellectual property, and goodwill, contribute to its value by providing a foundation for generating future cash flows.
The quality and experience of the management team, including their expertise, leadership capabilities, and succession planning, influence the business's value by driving its strategic direction and operational performance.
The size, diversity, and loyalty of the customer base, as well as the strength of customer relationships and recurring revenue streams, affect the business's value by providing predictable cash flows and growth opportunities.
The level of risk associated with the business, including market, operational, financial, and legal risks, impacts its value by affecting investor confidence and the discount rate applied to future cash flows.
The availability and attractiveness of exit options for the business, such as selling to strategic buyers, private equity investors, or going public through an IPO, influence its value by determining the potential for liquidity and investor returns.
We offer flexible pricing options tailored to each client’s unique needs. Our fees are primarily based on a fixed fee structure or an hourly rate, depending on the size and complexity of the valued business.
The rate for our services varies and is determined after an initial consultation and assessment of the scope of work required. Factors such as the size of the business, its industry, the depth of analysis needed, and the complexity of financial data all contribute to the determination of our fees.
We strive to provide transparent pricing and ensure that our clients receive fair and competitive rates for the high-quality valuation services we offer.
Several methodologies can be used to value a business at at Strategic Transactions we will use a minimum of two methods, depending on several factors including the availability of market data and the nature of the valuation.
The most common methodologies include:
Income Approach: This approach calculates the present value of the future cash flows the business is expected to generate via Income Capitalisation (based on a capitalization rate) or DCF (Discounted Cash Flow)
Market Approach (Comparables Method): This approach compares the business to recently sold similar businesses and looks at factors such as revenue, earnings, or multiples of these metrics to derive a valuation.
Asset-Based Approach: This approach values a business by summing up the value of its assets (tangible and intangible) and subtracting its liabilities.
We maintain integrity and credibility in our valuations through Adherence to professional standards that provide a framework for conducting valuations with objectivity and impartiality. Independence from the parties to avoid conflicts of interest. Transparency about the methodologies, assumptions, and data sources used in the valuation process. Multiple valuation methods provide a more comprehensive assessment, cross-validating findings and mitigating bias.
Maintaining objectivity through favouring objective data (financial statements) over subjective opinion. Our vast experience feeds our professional judgment. Use of peer reviews through the valuer network when particularly challenging valuations occur. Our emphasis on continued professional development and training.
We look at 8 key factors when assessing business value. These are: financial performance, market conditions, growth potential, risk profile, quality of assets and IP, management team, customer base & relationships and the legal & regulatory environment.
Prior to undertaking a valuation we will ask for financial statemtn, managent accounts, any business plans or forecasts, lists of assets & liabilities, market and industry information, customer and supplier contracts, IP documentation and legal / regulatory documents. Throughout the valuation process we will ask for management interviews where we will cover the documents provided in more detail.
That depends on the complexity of the valuation process and our own work schedule. Typically we can turn around a valuation in as little as two weeks dependent on the availability of documentation and management time.
Typically we will provide a comprehensive valuation report containing detailed analysis of the business’s value, including the methodologies used, key assumptions, financial analysis, risk factors, and conclusions. It typically includes a thorough discussion of the business’s strengths, weaknesses, opportunities, and threats (SWOT analysis), as well as recommendations for maximizing value.
Too many valuations, particularly at the lower end rely solely on rely on automated software or spreadsheets to crunch historic numbers. Valuations are much more than calculation. They require analysis by experienced industry professionals on subjective criteria such as business potential, market trends and management skills. All of these are incorporated into our valuations.
We comply fully with international standards established and updated by the IVSC (International Valuation Standards Council). This framework covers all aspect sof valuation including scope of work, valuation approaches & methods, reporting requirements and quality control. We also incorporate market valuation guidelines established by the ATO (Australian Taxation Office) required to support the submissions made to the ATO relating to the sale and purchase of business assets.
While our justifications for a certain valuation ascribed are backed up by our valuation report with discussion on the methodologies used, there may be occasions where our valuations have diverged from what our clients perceived their business value to be prior to our engagement. Strategic Transactions will undertake a review process and , if necessary, call in specific subject experts where there are areas of complexity.
Strategic Transactions subscribe to a number of publications and services that assist us in keeping abreast of major market trends. For example, we have access to market intelligence on over 500 industries through the IBISWorld industry report. To obtain latest sale values we access key transaction databases, such as Bizstats. Also, as part of being a qualified Registered Business Valuer (RBV), we are also part of the foremost Australian network of authorised business valuation experts, and we extensively share information in order to maximise accuracy and client satisfaction.
While Strategic Transactions operate across most major sectors, there are specific areas that we specialise in. They include food & beverage, health products and services and technology. For these markets we provide a Fit 4 Sale service offering programmes to enhance business value.
Our full-service business valuation, incorporates qualitative analysis alongside numerical models to offer a comprehensive understanding of a business’s worth. While numerical inputs are vital, qualitative factors such as market dynamics, intangible assets, risk assessment, and tailoring to unique business characteristics enrich the valuation process.
This approach provides context to financial data, identifies intangible assets’ value, assesses risk comprehensively, and tailors the valuation methodology. Beyond enhancing credibility, it ensures nuanced insights for stakeholders, aiding informed decision-making and maximizing business value.
