What do you and your client get?
- Fixed fees. Set by annual turnover. Smaller industrial business: From $1,495 + GST. Established: From $2,495 + GST. Complex business or structure: From $3,495 + GST. Expert and dispute work is quoted individually. We confirm the fee in writing before we start. No hourly billing. Your client knows the cost before committing, and you are never explaining a bill that grew.
- A clear scope letter. The engagement letter sets out the purpose, the valuation date or dates, the entity and interest being valued, the basis of value, who may rely on the report, the information required, the fee and the delivery basis. If your brief needs a particular date or definition of value, for example one set by a shareholders' agreement, it goes into the letter.
- Set turnaround. 2 business days for a smaller industrial business and 3 business days for an established one; agreed before we start for complex and expert matters. Delivery time starts once payment and all required information have been received.
- Confidentiality. Documents come only through the private upload link on the matter, never by email. We can sign a confidentiality undertaking before sensitive documents are shared, which matters when a sale process or a dispute is not yet known to staff.
- Independence. The fee does not depend on the value or on whether a deal proceeds, and the conclusion is ours, not your client's and not yours. That is what makes the report useful when a co-shareholder, a buyer or the ATO reads it.
- National coverage. We work Australia-wide from documents and conversations. If the operation needs to be seen, we say so when scoping and agree any visit and its cost first.
- A process your client can follow. One scoping call in plain English, one private link for documents, and questions raised through the matter rather than scattered across emails. With your client's authority, you can upload financial statements and workpapers yourself.
- Professional reports. The reasoning is written down: each normalisation adjustment, the method and why it was chosen, how plant, working capital and debt were treated, and the risks specific to the business. See our methodology and the sample report.
How does a referral work?
- Get your client's consent to share their details and the reason for the valuation.
- Send the referral form on this page or call 0433 475 518. Tell us the industry, the purpose, approximate turnover, any deadline, and anything that affects scope, such as a related entity that owns the plant or a second valuation date.
- We contact your client, confirm the scope and send an engagement letter with the fixed fee. The letter goes to whoever is engaging us, usually your client.
- Your client accepts, pays and uploads documents through the private link on the matter.
- We prepare the valuation and raise any questions through the matter.
- The draft goes to your client, and to you if they consent, for a factual check with the representation letter. The final report follows once the signed letter is returned.
What will you receive as the referring adviser?
With your client's consent:
- Confirmation that the matter is open and the scope agreed.
- A copy of the engagement letter, so you can check the valuation date, the interest valued and the basis of value against your brief.
- The draft report for factual review.
- The final report.
- On request, a call to talk through the conclusion and the key adjustments.
Without consent, we confirm only that we have received the referral. The client relationship stays yours: we do not offer your client accounting, tax or legal services.
Which matters do advisers refer?
- Accountants: restructures and rollovers, capital gains tax events between related parties, estates, and buy-outs between shareholders. See tax and restructuring valuations and succession and estate valuations.
- Lawyers: shareholder disputes and buy-outs, deceased estates, and sale and purchase transactions. See dispute valuations and shareholder valuations. Family law matters are prepared through our dedicated family law practice, Family Law Valuations; our family law business valuation page explains how an industrial business is approached in a property settlement.
- Financial advisers: succession and estate planning where the business is the largest asset, and buy-sell arrangements between co-owners.
- Corporate advisers and brokers: an independent valuation alongside a sale process, so the asking price rests on reasoning a buyer can test. See business sale valuations.
Where does our work stop and yours start?
We value; you advise. We do not provide legal, taxation, investment or financial product advice. If the valuation raises a question that belongs with you, such as how a restructure should be stepped or whether a concession applies, we send it back to you rather than answer it for your client.
A report prepared for a commercial purpose is not an expert report for a court or tribunal. If a matter you refer turns contentious, expert evidence is a separate engagement with its own scope and fee, and we will say early if that is where it is heading.
Questions
Will you contact my client directly?
Yes, once you tell us they have agreed. We call to scope the work and send the engagement letter to them, or to whoever is engaging us. If you would rather introduce us first, tell us in the referral and we will wait for your introduction.
Who can rely on the report?
The parties and the purpose named in the engagement letter, usually your client and the transaction or restructure you are advising on. If the bank financing new plant, the other shareholder in a fabrication company or you as the adviser will also rely on it, put that in the referral. We then name them in the engagement letter and the report, because nobody the report does not name may rely on it without our written consent.
Can you work to my brief?
Yes. If you need a particular valuation date, definition of value or interest valued, put it in the referral and it goes into the engagement letter. If something in the brief changes the scope or fee, for example a second entity at $795 + GST or an extra date at $495 + GST, we confirm it before starting.
Do you give tax advice on the result?
No. We provide the valuation and explain how it was reached. Whether a concession applies, how a transaction should be structured and what the tax outcome is are matters for you as the adviser.
Can the matter stay confidential from the client's staff?
Yes. Tell us who we may contact and we will deal only with them. Documents come through the private link on the matter, never by email, and we can sign a confidentiality undertaking before sensitive documents are shared.