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Brentnalls SA offer services that helps you achieve your goals. Business Value Assessment is one of the many services we offering.Business Value AssessmentBlue banner business value assessment overview.

What is a Business Value Assessment?

A Business Value Assessment is conducted to provide an estimate of the business' value based on its current financial performance. 

Other key factors are also taken into account such as the workforce and capacity of human resources, location and quality of the equipment and premises, the brand identity, existence of client records and repeat client as well as inherent risks and factors within the industry or profession.

A Business Value Assessment maybe useful in the following situations:

  1. Planning to prepare a business for sale.
  2. Succession planning including entry and exit of equity holders in the business.
  3. Planning to acquire a new business.
  4. Assessment of lending capability.

Blue banner business value assessment benefits.

If you are planning to retire or sell your share of a business the assessment will present the following information:

  • Provides a seller with a realistic appraisal of the value of the business.
  • Enables a seller to plan for their financial future.
  • Provides insight into how to improve the value of the business prior to sale.
  • Informs seller of the best potential strategies for sale and value realisation.

If you are planning on purchasing a business the assessment will present the following information:

  • Provides a purchaser with a value on which to appraise the business viability of the purchase.
  • Provides a purchaser with a platform for negotiation of the purchase price.
  • Demonstrates the value of the transaction.
  • Demonstrates due diligence to the financier and substantiates the expected financial performance when seeking finance.
  • Provides a basis for calculating the expected return on investment.
  • Allows business cashflows to be projected inclusive of purchase financing obligations.

If you are a financier the assessment will prepare the following:

  • Provides a professional assessment of the transaction dynamics and financial implications.

Blue banner for business value assessment service inclusions.

Business Value Assessment service inclusions: Review, Staffing, Performance, Analysis and Projection.

The business valuation assessment will involve the following steps:

  • Review of the practice's financial records over the past 3 years and any interim financial data,
  • Review of staffing profiles,
  • Commentary on performance,
  • Analysis of financial performance, and
  • Projection of financial outcomes - including finance requirements and tax obligations.

* A Business Value Assessment complies with required standards appropriate to their purpose.

Cost

Your investment in a Business Value Assessment will be advised once the full scope of work has been determined.

Learn More

Helping businesses achieve their dreams is our passion and our strength is in our dedicated professional team. Make the time today to book an appointment with one of our professional advisors.

If you would like to print this information please click here for PDF format.

Our Services

Our services go beyond compliance to find out more about your goals, your priorities and establish plans to grow and protect your future wealth. We will take the time to listen, ensuring we meet your goals, as well as guide you so you have a better understanding of the financial decisions being made. Our services include:

Accounting & Tax
Business Advisory
Wealth Creation & Preservation

Our People

Our Partners & Principals want to be part of your team that drives your future success, that provides you with solutions to your challengers. More importantly, who listens and knows exactly where you are going and what you want to achieve financially. 

"Helping you achieve your dreams, is our passion, and our strength is in our dedicated professional team."

 

News & Resources

Our priority is to ensure your kept up-to-date on trends, industry legislations, accounting and tax updates, business advisory information, superannuation and much, much, more. All of which, may have an impact on you and your business. Our resources provide additional supporting information in the following areas: 

Newsletters
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Checklists
News Articles
COVID-19 - Information Sheets
COVID-19 - Brentnalls SA Response

Our Location

255 Port Road
HINDMARSH SA 5007

PO Box 338
Welland SA 5007 

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P: (08) 8241 8444
F: (08) 8241 8488

E: [email protected]

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