What is included in a business valuation report?
A professional business valuation report includes an executive summary, business overview, industry analysis, financial analysis with normalised earnings, valuation methodology and calculations, comparable transaction data, key assumptions, risk assessment, and a concluded value opinion with supporting rationale.
What Makes a Quality Valuation Report
A business valuation report is only as good as the analysis behind it and the clarity with which it communicates conclusions. Our Brisbane valuers produce reports that are thorough, transparent, and defensible under scrutiny.
Every report follows Australian valuation standards and includes sufficient detail for readers to understand how the value was determined, what assumptions were made, and why the chosen methodology is appropriate.
Report Contents and Structure
Our reports follow a structured format designed for clarity and completeness, whether the reader is a business owner, accountant, lawyer, banker, or judge.
Executive Summary
A concise overview of the valuation purpose, key findings, and concluded value. Designed for time-poor decision-makers who need the essential conclusions upfront.
Business & Industry Analysis
Detailed assessment of the business's operations, competitive position, market dynamics, and industry outlook. This context is essential for understanding the risk and growth assumptions underpinning the valuation.
Financial Analysis
Comprehensive review of historical financial performance including normalisation adjustments for owner benefits, one-off items, and non-arm's length transactions. Includes trend analysis and key financial ratios.
Valuation Methodology & Calculations
Clear explanation of the selected methodology, step-by-step calculations, comparable transaction data, and sensitivity analysis showing how value changes under different assumptions.
Report Types for Different Purposes
We offer different report formats tailored to the specific purpose and level of detail required. From concise letter-form opinions to comprehensive detailed reports, we match the format to your needs and budget.
For litigation and regulatory purposes, we prepare reports that comply with expert witness requirements and court practice directions. For internal planning, a more streamlined format may be appropriate.
Ensuring Your Report Is Defensible
A defensible valuation report can withstand challenge from opposing experts, cross-examination in court, and scrutiny by the ATO. Defensibility comes from rigorous methodology, well-supported assumptions, and transparent reasoning.
Our valuers maintain independence throughout the engagement and clearly disclose any limitations, qualifications, or assumptions that affect the reliability of the conclusion.
Key Benefits
How It Works
1Scope & Engagement
We agree on the report purpose, scope, format, and timeline. A clear engagement letter sets expectations for both parties.
2Research & Analysis
Comprehensive financial analysis, industry research, comparable transaction searches, and site visits as required.
3Draft Report
Preparation of the draft report with opportunity for you to review factual accuracy before finalisation.
4Final Report Delivery
Delivery of the final, signed valuation report with ongoing availability to explain findings to your advisors or stakeholders.
Common Questions About Business Valuation
People Also Ask
Look for Certified Practising Valuer (CPV) designation, relevant accounting qualifications (CA or CPA), membership of professional valuation bodies, and demonstrated experience in your industry and the specific purpose of your valuation.
Yes, provided it's prepared to appropriate standards, complies with expert witness requirements, and the valuer is available for cross-examination. Our reports are regularly used in Family Court, Supreme Court, and Federal Court proceedings.
A valuation report includes detailed analysis, methodology explanation, and supporting evidence. A valuation certificate provides a summary value opinion without the detailed workings — suitable for simpler purposes but less defensible under scrutiny.
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Speak with our Brisbane valuation experts today. Free initial consultation with no obligation.