Valuations

We have done extensive valuations work, including business valuations and support to recognise accounts in line with accounting standards

Commercial Building at Night

Determining a reliable valuation requires more than just strong accounting knowledge. It requires professional judgement and discretion. Contrary to common belief, it is not about 'getting to a number'.The consequences of an unreliable business valuation could mean paying too much in a transaction, selling for too low, shareholder conflicts and disputes, legal cases (and the associated costs) and failed start-ups. 

Getting around this means engaging with a valuations advisor that takes a structured approach, provides clear rationale behind assumptions, displays sound judgement, and considers more than one valuation methodology. They  undertake their work with a deep understanding of your business's operating model and the industry in which it operates; deriving a reliable valuation estimate from which key decisions can be made with confidence. Be wary of those that emphasise a speedy turnaround or quick 'back of the hand' answers. You could be leaving large sums of money on the table. 

From a local cafe chain, to a large listed telecommunications company - our valuations have enabled businesses to be bought, sold, or restructured; accounts to be properly recognised; and capex projects to be approved & implemented successfully. 

 

"I was very happy with the professional valuation services provided. Samuel & Sonz was very professional and we received prompt and good services." - Business Broker, Sydney

Coffee Shop

Many situations require a valuation to be done. These are some of the situations that we have come across, which we can group into three categories:

1. Business valuations

- Business mergers, acquisitions or minority investments

- Business sales, carve-outs, or minority divestments

- Start ups seeking seed funding or Series A, B, etc.

- Succession planning and exit- Shareholder disputes, or divorce

- Compulsory acquisitions

- Business restructures as part of a turnaround strategy

Business Meeting

2. Valuations for accounting 

- Accounting for share based payments & options (AASB2)

- Purchase price allocations & goodwill (AASB3)

- Accounting for intangible assets (e.g. intellectual property) (AASB138)

- Impairment testing (AASB136)

- Accounting for assets held at market value (AASB 139/AAS 25)

 

3. Capital expenditure (capex) investment cases

- Growth capex projects for businesses looking to expand operating capacity

- Infrastructure projects (e.g. for Governments, or family offices)

  • Automotive mechanics

  • Freight

  • Education

  • IT services

  • SaaS

  • Cafes

  • Financial services.

Our experience providing independent valuations has covered a broad range of industries:

  • Telecommunications

  • Mining

  • Manufacturing

  • Landscaping

  • Dentistry

  • Agricultural

  • Medical 

  • Mortgage broking

Samuel & Sonz Business Valuation and Advisory Support Services

 

ABN 91 395 500 743
 

Australia Wide Service 

Level 29 Chifley Tower, 2 Chifley Square

Sydney, NSW, 2000, Australia

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