company VALUATION

When it comes to your valuation

Expert help can be invaluable

Valuations for Australian startups and SMEs

  • ESS valuations
  • Book valuations 
  • Startup valuations
  • CPA certified valuations
  • Experienced startup advisers 

When you need a valuation for your business, you need to know it’s one you can trust.  You need to be able to rely on valuation advice and feel confident backing it in front of others.

There are several reasons you might need a valuation. The most common reasons we see are when you’re preparing for capital raising, and when you’re putting in or maintaining an employee share scheme (ESS).

They are two very different reasons so it’s important to use the right tool for the job. That’s why we have different valuation options with different prices.  

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ESS VALUATION

$600

Prepare ESS valuation
under the ATO safe harbour guidelines

Includes

  • Review balance sheet
  • Review shares on issue
  • Prepare CPA certified valuation
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BOOK VALUATION

from $600

Prepare ESS valuation
under the ATO safe harbour guidelines

Includes

  • Review balance sheet
  • Review underlying asset values in your accounts
  • Review shares on issue
  • Prepare CPA certified valuation

STARTUP VALUATION

from $1,500

Comprehensive 16-page
5-valuation report

Includes

  • Reviewing your existing financial model
  • The most complete startup & private company
    database of comparables in the world
  • A 16-page 5-valuation method report
  • Discussion while preparing your report
  • Reworking the report within three months

All prices exclude GST

We require full payment for these services before we release the final materials

Find the right service for you

An employee share scheme (ESS) can be a great way to motivate your team. By owning shares, your employees will have even more reason to perform at their best and they should also be eligible for tax concessions too.  

To put an ESS in place, you need a valuation. Under the ATO’s recent guidelines, this can be fairly straightforward for early stage startups. Our service is aimed at making sure you’re set up properly and eligible for the ESS concessions. 

If you’re past the initial startup stage, you’ll likely need a book valuation to put in or maintain an ESS. This service is a bit different – you can find out more here

Includes

  • Review balance sheet
  • Review shares on issue
  • Prepare CPA certified valuation

Price

$600

BOOK A CALL

If you’re beyond the initial startup stage and you want to put in or maintain an employee share scheme (ESS), the ATO’s valuation rules are more stringent.

We’ll do an independent accountant-certified review of your accounts, along with a high level review of underlying asset values in order to provide a book valuation.

The effort this takes can vary depending on the size and complexity of your business so if you get in touch, we’ll be able to give you a fixed fee proposal. No hidden costs or surprises, we promise.

Includes 

  • Review balance sheet
  • Review underlying asset values in your accounts
  • Review shares on issue
  • Prepare CPA certified valuation

Prices

From $600

BOOK A CALL

Early stage valuation

They say valuation can be as much an art as a science, and there is definitely a psychology at play during capital raising negotiations.

As a startup founder looking to raise capital, it’s vital to do your homework so you have an indication of a reasonable valuation – an operating range to negotiate from.  

If you’re an angel investor, you might want an independent view on a valuation for early stage startups where more traditional methods don’t apply.

We work with Equidam, a leading startup valuation provider, to offer this service.
It includes:

  • Reviewing your financial model (or we can build a financial model for you)
  • Access to the most complete startup and private company database of comparables in the world (over 30 million data points across 88 countries)
  • An independent 16-page five-valuation method report, including detailed business information, financial projections, valuations with parameters and supporting explanations 
  • Discussion before/during/after preparing your report
  • Reworking the report within three months if necessary

In some cases, we find that the report can be useful to share with potential angel investors.

Here’s what we’ll need from you to value your startup:

  • Balance sheet/Profit and loss or access to Xero
  • An up-to-date ASIC register to confirm shares on issue
  • Organisation structure
  • Purpose of valuation
  • Business background and detailed qualitative questionnaire
  • Forecasts
  • Growth rates

The effort this takes can vary depending on the size and nature of your startup so if you get in touch, we’ll be able to give you a fixed fee proposal. No hidden costs or surprises, we promise. 

Includes

  • Reviewing your existing financial model
  • The most complete startup & private company database of comparables in the world
  • A 16-page 5-valuation method report
  • Discussion while preparing your report
  • Reworking the report within three months

Price

From $1,500

BOOK A CALL

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