Gold Coast Business Valuations – Queensland

Business Valuation by InteleK

InteleK’s success is built on reducing the risk that business owners face when a business valuation is required. Risk is everywhere, as the consequences of an improper or incorrect valuation can mean incorrect taxation, overpayment or under-recovery in litigation and/or transactions, and the risk of audits and investigation from regulatory authorities such as the Australian Taxation Office (ATO) and the Australian Securities and Investments Commission (ASIC). We solve this problem through our state-of-the-art valuation processes, built from both a sophisticated legal and financial perspective, based on robust, well-established methodologies that are customised for each case and prepared in accordance with the International Valuation Standards (IVS) and APES 225 Valuation Services, the professional standard for valuations in Australia.

This mission to minimise risk for our clients has been developed and refined over decades of combined experience by our credentialled business valuation specialists, who hold credentials such as:

Chartered Financial Analyst (CFA®) designation from the CFA Institute; Certified Business Valuer by the Australian Valuers Institute (AVI).

The valuation purposes we specialise in include, but are not limited to, succession and estate planning, strategic / exit planning, transactions, employee share schemes (ESS), complex financial instruments, independent expert and fairness opinions, family law settlements, self-managed super fund (SMSF) compliance, capital gains tax and tax compliance, financial reporting and portfolio valuation. We work with business owners and their advisors, such as accountants, solicitors, financial advisers, outsourced CFOs and various other consultants.

We pride ourselves on our ability to deliver highly defensible opinions of value that do two things: empower the business owner and their advisors to make more informed decisions, and significantly reduce their risk of negative outcomes as a result of external scrutiny of the valuation report.

Gold Coast – Southport, Surfers Paradise, Broadbeach, Robina, Burleigh Heads, Bundall, Coomera and Varsity Lakes Business Profile.

Business owners on the Gold Coast require a valuation at many points in the life of a business, and the quality of that valuation determines how well it holds up when it matters most. A sale or acquisition, a partner buy-in or buy-out, a family law settlement, an ATO or ASIC matter, a shareholder dispute, succession or estate planning, an employee share scheme, or financial reporting each demand a different approach and a different level of supporting analysis.

InteleK’s valuers work with Gold Coast businesses across the full range of industries, from professional services, healthcare and education providers to construction, property development, tourism, hospitality, retail, trades and small to medium manufacturing operations. For each engagement we assess the specific circumstances of the business, the purpose of the valuation and the level of scrutiny it is likely to face, then apply the methodology and depth of analysis that purpose requires.

What matters to a business owner is not a number on a page but an opinion of value that is properly reasoned, clearly explained and able to withstand external review. That is what we deliver. Regardless of where your business is in its life cycle, and whatever successes or challenges you face, we are committed to supporting the private business sector through defensible valuations delivered with speed and education.

Business Valuation Reports for Gold Coast – Southport, Surfers Paradise, Broadbeach, Robina, Burleigh Heads, Bundall, Coomera and Varsity Lakes.

InteleK has designed its valuation reports to the specific requirements of the various valuation purposes and the associated levels of review risk. Each valuation report is customised for the individual case factors, and there are no cookie-cutter reports by InteleK, as this only increases the risk to the client.

InteleK’s three main valuation engagement types, in line with APES 225, are:

Valuation Engagement – our most comprehensive report, where our valuer applies all appropriate valuation approaches, methods and analysis to reach a Conclusion of Value, complete with full justification and support for when external scrutiny is at its highest, such as litigation, family law and ATO or ASIC review.

Limited Scope Valuation Engagement – a Conclusion of Value prepared where the scope, information or procedures are agreed and limited to suit the specific situation and level of external scrutiny.

Calculation Engagement – where the valuation methods and extent of procedures are agreed with the client, resulting in a Calculated Value supported by extensive financial modelling, built on the same robust methodology.

All report formats include a discussion with your valuer where the final value is explained, providing insightful knowledge on how it was derived, the key value drivers and the associated risks. For more specifics on the valuation report best suited to your needs, reach out to one of InteleK’s qualified business valuers.