Sydney Business Valuations – New South Wales

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 improper and 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 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 credentialed business appraisal experts, who hold credentials such as:

Chartered Financial Analyst (CFA®) designation from the CFA Institute; Accredited Senior Appraiser (ASA®) designation from the American Society of Appraisers; Accredited in Business Valuation (ABV®) designation; Master of Business Administration (MBA); Chartered Alternative Investment Analyst (CAIA®) designation from the CAIA Association; and Professional Risk Manager (PRM) designation from the PRM International Association.

The valuation purposes we specialise in include, but are not limited to, estate and succession planning, strategic / exit planning, transactions, employee share schemes (ESS/ESOP), complex financial instruments, fairness opinions, family law settlements, SMSF compliance, tax compliance, financial reporting and portfolio valuation. Full list found here. 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.

See some recent case studies here.

Sydney – CBD, North Sydney, Parramatta, Chatswood, Macquarie Park, Bondi Junction, Liverpool and Penrith Business Profile.

Sydney is Australia’s oldest and largest city, and its undisputed financial and commercial capital. Wrapped around one of the world’s great natural harbours and known the world over for the Opera House, the Harbour Bridge and its surf beaches, Sydney pairs an enviable lifestyle with one of the most sophisticated, service-driven economies in the Asia-Pacific.

Sydney is the engine room of the New South Wales economy. According to NSW Treasury and the Australian Bureau of Statistics, New South Wales is Australia’s largest state economy — worth close to $700 billion and contributing around a third of the nation’s economic output — and Greater Sydney generates roughly two-thirds of that activity. The economy is overwhelmingly service-based, with services accounting for around 75% of state output. Sydney is home to the Australian Securities Exchange, the Reserve Bank of Australia and the head offices of the country’s major banks, making financial and insurance services, professional, scientific and technical services, real estate, technology, education and tourism the dominant industries. Small businesses are the backbone of this economy, with close to 800,000 small businesses operating across the state and employing a large share of its 4.5 million-strong workforce.

One of the significant challenges Sydney businesses face is the high cost of operating — among the most expensive commercial rents and labour markets in the country — alongside housing affordability pressures and the infrastructure and congestion strains that come with rapid population growth.

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 via defensible valuations delivered with speed and education, helping businesses grow and thrive in this vibrant market.

Business Valuation – Certified and Non-Certified Valuation Reports for Sydney – CBD, North Sydney, Parramatta, Chatswood, Macquarie Park, Bondi Junction, Liverpool and Penrith.

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

InteleK’s three main valuation product types are:

1. Detailed Appraisal Report – Certified, complete with all justification, support and citations for when external scrutiny is at its highest.
2. Summary Appraisal Report – Certified, with less detailed justification to suit the specific situation and level of external scrutiny.
3. Indicative Appraisal – Non-Certified, with extensive financial modelling appendices, built on the same robust methodology processes.

All report formats include a discussion with the accredited appraiser 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 accredited appraisers.