Valuations

Insight provides a comprehensive range of business valuation services, including formal business valuations for buying or selling a business, shareholder disputes, estate planning, lending and refinancing support, asset valuations, and forensic valuations. We tailor our approach to the purpose of the valuation so the outcome is reliable, defensible and aligned with your specific needs.

A professional valuation gives you an objective estimate of your business’s worth based on rigorous financial analysis and market insights. This is essential when selling or buying a business, negotiating with investors, planning for succession or estate matters, securing lending, or resolving shareholder disputes. Without a credible valuation, you risk undervaluing or overpricing your business, which could impact negotiation outcomes and strategic decisions.

We use multiple valuation methodologies depending on the purpose and nature of the business. This includes income based approaches (like discounted cash flow), market based approaches (comparing similar businesses sold in the market), and asset based approaches (valuing underlying assets and liabilities). Choosing the appropriate method ensures the valuation reflects the true economic value of the business for your situation.

The timeframe depends on the size of the business, the complexity of the financials, and the purpose of the valuation. Smaller businesses with well organised financial records may be completed in weeks, while larger or more complex businesses can take longer. We work with you to establish a realistic timeline at the start of the engagement and keep you informed throughout the process.

Valuation fees vary based on the scope, complexity of the business, and the level of detail required. After an initial discussion to understand your specific requirements, we provide a transparent proposal outlining the cost and deliverables. Our aim is to provide value for money while maintaining high standards of quality and compliance.

Yes. Insight can prepare valuations for tax planning and reporting purposes, including compliance with ATO requirements and supporting documentation for tax positions. Valuations for tax purposes must follow strict guidelines, and our team has experience preparing evidence based reports that stand up to review.

A valuation report is a formal document that outlines the methodology used, key assumptions, financial analysis, and the resulting value of the business or asset. You can use this report to support negotiations, secure finance, comply with regulatory requirements, inform strategic decisions, or satisfy legal and tax obligations. We ensure the report is clear, well structured, and suitable for its intended audience.

To conduct a thorough valuation, we generally need financial statements (historical and projected), business plans, ownership structure details, contracts, asset registers, and relevant market data. Accurate and organised documentation helps us deliver a robust valuation more efficiently. We’ll work with you to gather what’s required and explain any gaps or questions that arise.

Yes. Business valuations are often used to resolve shareholder disputes, partnership break ups, or family business disagreements. A professionally prepared valuation provides an objective basis for negotiation or legal processes, reducing subjectivity and strengthening your position in dispute resolution.

To begin, simply contact our team for an initial consultation. We’ll discuss the purpose of the valuation, your business context, and any specific requirements you have. From there, we’ll outline the process, timeline and cost, and begin gathering the necessary information to deliver a detailed, quality valuation report that supports your objectives.