Independent valuation support for Victoria business owners
When the value of your business matters, you need more than an unexplained figure. IBV™ gives you a clearly reasoned, independent assessment for your agreed purpose—and direct access to Dr Patrick Hillenbrand, AVI Certified Business Valuer.
Signed report: a defined valuation conclusion with the evidence, assumptions and reasoning behind it.
IBV™ Independence Guarantee: an independent assessment, not a value selected to suit a preferred outcome.
Fixed Professional Fee: scope, reporting requirements and fee agreed in writing before work begins.
APES 225 aligned: voluntary alignment with recognised valuation guidance, with limitations and intended use disclosed.
How we can help you
Choose the service that fits your decision. We confirm the valuation date, ownership interest and intended users before recommending the engagement.
Preparing a sale: business sale valuations to support a reasoned discussion of value.
Buying out a partner: partnership buyout valuations for the interest being transferred.
Planning succession: buy–sell agreement valuations to inform ownership transition arrangements.
Changing a structure: family trust restructure valuations with instructions coordinated through your advisers.
Tax-related transactions: CGT business valuations for an adviser-confirmed purpose, date and basis of value.
Ownership disputes: family law business valuations with reporting requirements agreed before engagement.
Supporting business decisions across Victoria
We assess businesses that combine regional production, metropolitan distribution or several operating locations. Our work connects earnings, assets and working capital to the activities that generate them, rather than applying a single assumption to every Victorian operation.
For an ownership change, we explain how seasonal trading, supplier commitments and facility dependence affect the business being valued. Remote document review and scheduled discussions keep the engagement coordinated; any necessary inspection is agreed separately.
Signed
A clear valuation conclusion starts with an agreed purpose, relevant evidence and disclosed assumptions. The report identifies the interest valued and explains the reasoning behind its conclusion.
Start your Victoria valuation
Book a Free Valuation Call to tell us what you own, why you need the valuation and when you need it. We will confirm the documents required, recommend the reporting scope and provide a Fixed Professional Fee quote.
Standard delivery is generally 5–7 business days after complete information and a signed engagement are received.
We serve Victoria owners through document review and scheduled discussions. Any required site visit or specialist assessment is agreed separately. Tax, legal and transaction advice remains with your professional advisers; a valuation does not guarantee acceptance by an authority or a particular sale price.
Victoria business resources
Use these Victorian Government resources to prepare for a sale or acquisition and research the market behind your assumptions. They provide practical background, while the valuation itself must follow your business’s financial and operating evidence.
Assessing an acquisition
Business Victoria’s buyer assessment guide covers financial checks, assets, liabilities and independent valuation. Use it to identify what needs verifying before relying on the seller’s profit figures or asking price.
Preparing financial and legal records
Business Victoria’s sale-preparation guide outlines records and issues to address before selling. Reconcile the information for each operation and identify assets or legal matters that need separate professional input.
Researching customers and markets
Business Victoria’s statistics directory points to data sources for market research. Check geography, industry definitions and publication dates before using statistics to support regional or metropolitan demand assumptions.
Documenting transferable strengths
Business Victoria’s business-value preparation guide covers customers, staff, processes and financial preparation. Identify improvements that are already implemented and supported by evidence, rather than treating planned changes as existing value.
Frequently asked questions
How is a Victorian business combining regional production and metropolitan distribution valued?
Map production, warehousing, delivery and customer service before analysing the consolidated result. Each activity may need different assets, staff and working capital. Connect these requirements to earnings and identify dependencies between facilities rather than assume common ownership means every part of the business has the same economics.
How is disruption risk assessed across a Victorian operating footprint?
Identify critical workflows, alternative facilities, supply arrangements and recovery plans for the actual business. Business Victoria’s resilience guidance provides a starting point. Valuation assumptions should reflect documented exposure and the ability to maintain operations, rather than apply a blanket discount based on a Victorian district or postcode.
Which Victorian lease disclosures help compare customer-facing sites?
For premises covered by Victorian retail leasing requirements, disclosure statements can identify occupancy costs, renewal options and relevant fitout, relocation or demolition provisions. Compare the actual documents across sites. Differences may affect continuity and cost assumptions even when all locations share a trading name and management team.
Source: Victorian Small Business Commission: disclosure statements
Why might a Victorian producer’s year-end accounts hide normal funding needs?
If input purchases, seasonal sales and collections occur at different times, one balance sheet can show unusually high or low working capital. Review monthly inventory, receivables and payables alongside production records. Explain the normal operating cycle and distinguish recurring funding needs from an exceptional balance at the valuation date.
How are regional and metropolitan delivery routes assessed in Victoria?
Compare route revenue with freight, vehicles, labour and handling costs. Identify minimum delivery commitments and customer terms that limit cost recovery. Use operating records rather than assume regional deliveries are necessarily less profitable or metropolitan routes automatically benefit from greater customer density.
What if a Victorian owner coordinates production and distribution without a salary?
Document scheduling, purchasing, quality control and customer duties across the business. Assess which responsibilities must continue and what resources would replace them. Reported earnings may require adjustment for necessary management work, but avoid charging twice where existing employees already perform some of those responsibilities.
How does reliance on one Victorian production facility affect business value?
Identify processes, equipment, approvals and staff tied to the facility and examine whether operations could realistically move elsewhere. Support alternatives with capacity and operational evidence. The analysis should distinguish a workable contingency from an untested proposal and explain material dependencies without assuming relocation is straightforward.
Source: Australian Government: emergency management planning
Should a Victorian production property and business be assessed together?
A coordinated assessment may consider both, but the interests and assumptions must remain distinct. Identify the land, buildings, equipment and operating assets included. State the occupancy basis used for business earnings and explain how any separate property assessment interacts with the business conclusion to avoid overlapping value.
What succession records matter when family members run different Victorian activities?
Record responsibilities, remuneration, decision-making authority and operational knowledge for each person. Explain who will manage production, logistics and customer relationships after transfer. Succession planning should address coordination between activities as well as individual replacements; transferring ownership does not establish that the existing operating model will continue unchanged.
How should seasonal labour and supplier commitments enter a Victorian valuation?
Match staffing and purchasing commitments to the production and sales they support. Review seasonal rosters, supply agreements and monthly margins to distinguish recurring requirements from unusual expenditure. A strong annual result can still need substantial advance funding, so consider sustainable earnings alongside cash needed throughout the operating cycle.
A clear, independent view of value — with the evidence behind it.
- Understand the conclusion — and what drives value.
- Gain an independent perspective. Move forward with confidence.
- Benchmark your business against industry performance.
- Identify strengths, risks and opportunities through SWOT analysis.
WHAT YOU GET IN A LIMITED SCOPE VALUATION REPORT
Inside your IBV™ report
Executive Summary
Conclusion of value · Method selected · Valuer qualifications
Detailed Report
Maintainable earnings · Cap rate / multiple · Premise of value
The Evidence Pack
SWOT analysis · Top Performers Report · RAVDA score
APES 225 voluntarily aligned. Report depth and supporting analysis follow your agreed package and engagement scope.
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