Once we understand your unique situation, our expertise allows us to tailor our support to your precise needs.

We service clients through two channels: directly (e.g. business owners and entrepreneurs) and on a white label basis (e.g. other accountants and advisors that require our expertise)

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Our past engagements have covered our full suite of services and a broad range of industries and business sizes

PPA to allocate goodwill & intangible assets on acquisition, for a large ASX-listed telecommunications company

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Acquisition target screening, valuation and buy-side due diligence for a client in the education industry (c. $30m revenue)

Business valuation for the purposes of a shareholder restructure, for an electrical installation company (c. $15m revenue); executed successfully.

Financial model audit & improvement for an M&A roll-up in the consumer goods industry (c. $25m client)

Buy-side due diligence for the successful acquisition of a health & fitness company (c. $8m revenue)

Financial model audit for the Independent Expert Report valuation of an ASX-listed mining co. (c.$50m turnover)

Capex project decision support for starting an educational institution starting a new branch for c. $35m; impemented successfully

Business valuation of an HR Fintech company for the purpose of a capital raising. Rounds successfully closed

Valuation for the purpose of asset protection for a construction services company (c. $20m revenue); successful outcome for client

Valuation of an IT services company in payroll systems, for a shareholder restructure which was successfully implemented

Acquisition target screening and valuations for a mid-market client (>$50m revenue) in the agriculture industry.

Business valuation for the purposes of a shareholder restructure, for an electrical installation company (c. $15m revenue); executed successfully.

Business valuation for the successful sale of a logistics company generating c. $25m p.a. revenue

Buy-side due diligence and risk identification on four potential targets for a client in the chemical industry (c. $15m revenue targets)

Business valuation for the successful sale of a cafe chain generating c. $5m annual revenue

Financial model audit & improvement for the potential acquisition of aged care homes and caravan parks (c.$75m revenue client)

Buy-side due diligence for the successfully executed acquisition of a mobile food company generating c. $15m revenue

Financial nodel audit for the valuation of an agriculture business (c. $50m revenue), which was successfully acquired by the client

Business valuation for the purpose of family settlement for a medical equipment company (c. $10m revenue); executed successfully

Outsourced CFO for numerous SME clients to prepare them for audits, which in turn enabled a more efficient process for the auditors

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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