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Understanding Business Value

SMSF Valuation Reports

We provide APES225 compliant valuation reports for SMSF audit compliance that utilises a more accurate and reliable valuation methodology compared to what's typically used by our competitors.

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How we differ

Not Just a Valuation Report

Our valuation reports are APES225 compliant but they differ from your standard valuation report. We don't just provide a valuation using the most accurate and reliable methodology, we have also developed a way to directly link the value to key performance metrics to analyse what's driving the value.

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LOWEST PREDICTION ERROR

Our methodology has the lowest prediction error indicating that it is the most accurate valuation approach (27% lower compared to the Discounted Cash Flow valuation methodology).

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HIGHEST EXPLANATION POWER

Our methodology has the highest explanation power for variances in stock prices indicating that it is the best predictor of value (103% better compared to the Discounted Cash Flow valuation methodology).

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LESS BIAS

This approach results in less bias (and less potential for manipulation) as information from both the balance sheet and income statement are used in the valuation process.

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LINKS TO PERFORMANCE

A key benefit of using this methodology is that the value can be directly linked to key performance metrics, providing insights into what is driving any change in value.

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MORE COMPARABLE

Another advantage of using one single methodology to value businesses is that it allows for different businesses across various industries to be compared to each other on the same basis.

What we offer

SMSF Valuation Reports

With the pressure of keeping compliance costs down and adhering to audit requirements, we can provide you with a low cost valuation for those SMSF's that have holdings in private business.

We offer affordable prices.

There is always pressure on keep down the compliance costs of SMSF's and a big cost is usually the valuations required for any SMSF that holds shares in a private company. We can offer competitive prices to help keep that annual compliance cost down.

A reliable, accurate and consistent valuation methodology

Valuing private businesses can be challenging and when using market sales as your main data source, it can lead to significant variances year on year. We use a methodology that has been proven to be more reliable, more accurate, less bias and more consistent than any of the other methodologies typically used by valuers.

We actually calculate business goodwill

Many companies use goodwill as the plug figure, they value the entire business and then subtract the net assets to get the goodwill figure. We, however, calculate the goodwill figure and then add the net assets to determine the total business value so the goodwill figure is more accurate.

Why us?

Experienced Chartered Accountants

We have a team of experienced Chartered Accountants including one fellow Chartered Accountant who is an internationally recognised Professor.

About the team
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Interested? Lets talk!

Book a free discovery meeting with us and let us find out how we could work together.