A clear, independent view of value for privately owned businesses. Built for brokers who need to test expectations, lenders who need a reasoned report, and parties who need confidence before they act.
Preliminary broker decision support only. This is not a valuation report, audit or verification engagement and is not for distribution to buyers, lenders or other third parties.
02 · INDEPENDENT VIEWMost useful during a live deal
Independent Value Brief
A concise, reasoned view of value that gives pricing and negotiation conversations an independent reference point.
FIXED FEE$495+ GST
3–4 business days after complete information is received
Solves “We need more than a gut feel, but a full formal report would be disproportionate at this stage.”
A limited-scope indicative opinion based on information supplied. It is not an audit or verification engagement and is not intended for litigation, tax or finance reliance.
03 · FULLER EVIDENCEFor decisions needing a clear record
Independent Valuation Report
Deeper financial analysis, documented methodology and risk assessment for matters that need a fuller basis for the conclusion.
FIXED FEE$1,950+ GST
5–7 business days after complete information is received
Solves “This decision needs a properly documented analysis that advisers or an approved third party can review.”
The intended use and recipients must be agreed before engagement. Any lender or other third party must confirm that the proposed scope and format meet its requirements.
Prices shown assume a standard, single-entity SME with orderly records. Complex, contentious, legal, tax, multi-entity, property-rich or forensic matters require a separate scope and written fee. Every engagement remains subject to information, conflict and independence checks.
Designed for real decisions
Independent in judgement. Clear in its reasoning.
01
Before a listing goes live
Test maintainable earnings and seller expectations before the market does it for you.
PRE-MARKET02
When a buyer challenges price
Give the negotiation an evidence-based reference point independent of the sales process.
NEGOTIATION03
When a lender requests support
Provide a structured report, subject to the lender accepting the agreed scope and format.
FINANCE04
Before making or accepting an offer
Understand which adjustments, risks and assumptions are carrying the conclusion.
DECISION
Clear lines
The valuation is not there to make the deal work.
Its job is to give everyone a clearer basis for the decision. Fees are fixed, conclusions are not linked to a sale price, and every engagement is subject to scope, conflict and independence checks.
01
No success feeOur fee does not move with the transaction outcome.
02
No listing interestWe are not appointed to sell the business.
03
Reasoning shownKey evidence, assumptions and limitations are visible.
04
Confidential handlingInformation is used only for the agreed engagement and handled under the confirmed scope.
Broker desk
Send the basics. We’ll confirm fit quickly.
No documents are needed for the first conversation. A short description of the business, the purpose and timing is enough to confirm whether the standard scope fits.
Confidential from first contactScope and fee before documentsNo obligation to proceed
Enquiry prepared
This concept form has not sent or stored your information.
Before launch, the form will be connected to a secure delivery method and will clearly confirm the expected response time.