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Investment Chart

Investment Cases

Samuel & Sonz provides professional drafting of investment case services in Sydney, NSW

Investment Cases

Capital expenditure (capex) should be backed by an investment case and underlying competent financial model in order to validate its commercial viability

Capital Expenditure (CAPEX)

If you are looking to make a capex investment for your business, we can appraise the value of that investment, prepare a business case and build a financial model, giving you confidence in the potential return on your investment.

Capital expenditure (capex) is used to acquire, upgrade, and maintain physical assets such as property, buildings, an industrial plant, technology, or equipment. 


Capex can be categorised as either 'maintenance' or 'growth' in nature. Simply put, maintenance capex enables existing operations to continue (such as replacements and repairs) whilst growth capex is what enables the business to expand (such as new developments or renovations).

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How We Can Help?

Given the relative costs and risks associated with such investments, particularly growth capex, it's important that the investment is properly assessed for its commerciality.


The end results often involves calculating an internal rate of return, a net present value, and a payback period for the cash flows. 

We recently helped an educational institution that wanted to start a new branch for c. $35m.

We helped our client to quantify the branch's investment value, and we prepared for them a robust business case and financial model. The project was approved by senior management for development  and was commenced based on our underlying work.

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Need some help to see if it's worth making a new investment in your business?

Let Samuel & Sonz help you understand whether or not you will get a ROI.

Simply click the button below to arrange a FREE consultation with us.

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