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Business Valuation Report | IBV™

Understand the value.
See the reasoning.

A signed, independent valuation report that explains the value, the evidence and the reasoning—prepared for your purpose and the people who need to rely on it.

A decision deserves more
than a number.

Discuss your report Prefer to talk? 1300 270 940Fixed Professional Fee · Agreed in writing

Explore the report

Independent Business Valuations IBV™Business Valuation Report

01 · Executive Summary

The answer, in context.

The executive summary brings the instructed purpose, date and interest together with the selected method and result.

Purpose & instructions
The decision the valuation must support
Interest valued
The business, assets or ownership interest
Valuation date
The date at which value is assessed
Conclusion & qualifications
The result and the valuer responsible
Purpose · Evidence · Independent judgement
IBV™ / Report overview01

Before you use the number

  1. 01

    Check the interest

    Enterprise value and the value of a shareholding are different answers.

  2. 02

    Check the purpose

    The conclusion is prepared for the instructed decision.

  3. 03

    Check permitted reliance

    The engagement identifies who may rely on the report.

Section descriptions only. No client data or sample valuation.
Report structure shown for illustration. Contents and supporting analysis follow your agreed engagement.

Start with the decision

Will this report suit my purpose?

We agree what needs to be valued and who needs to use the result before recommending an engagement.

Buying or selling

Understand the business, the value drivers and the assumptions behind the conclusion before you negotiate.

Tax or a restructure

Document the instructed interest and valuation date, with the method and supporting evidence explained.

Shareholders or succession

Give an ownership decision a documented basis. Business value, equity value and a shareholder’s interest are not interchangeable.

Family law or lending

Confirm the purpose and permitted users first. Family law work supports negotiations and settlement planning—not expert-witness evidence.

No report guarantees third-party acceptance. IBV™ does not provide expert-witness or court-appointed valuations.

Your deliverable

What do I actually receive?

A clear conclusion. The work supporting it. An opportunity to understand it.

See the engagement fees
  1. 01

    The answer—and its boundaries

    Your signed report identifies the business or interest valued, the valuation date, the purpose and the result. An executive summary gives the reader the conclusion and its basis without requiring them to work through every appendix first.

  2. 02

    The reasoning behind the value

    The detailed report sets out the agreed scope, relevant methods, financial analysis, material assumptions and limitations. Where earnings are capitalised, normalisation adjustments and the selected capitalisation rate or multiple are explained. An asset-based or forecast-based method is considered where appropriate to the engagement.

  3. 03

    The supporting Evidence Pack

    Sources, supporting financial information and the relevant analyses sit behind the conclusion. RAVDA and ANZSIC industry comparable reporting are included across the packages. Limited Scope and Full also include the Industry Top Performers Report and SWOT Analysis. Supporting evidence is assessed for relevance; a benchmark is not automatically a transaction comparable.

  4. 04

    A discussion, not an unexplained attachment

    Calculated Value includes consultation on the initial value. Limited Scope and Full include a draft report and discussion before finalisation. This is the opportunity to clarify the reasoning, identify factual errors and discuss assumptions and limitations—not to select a preferred outcome.

Why the professional fee

You’re paying for judgement.
Not a page count.

The value of the report is in the work that makes its conclusion supportable—not the thickness of the document.

01

What is actually being valued?

A whole business, its assets and a shareholding answer different questions. We establish the instructed interest, basis, purpose and date before analysis begins, rather than treating a turnover figure as enough to choose an engagement.

02

What does the evidence support?

Reported profit is a starting point, not necessarily sustainable earnings. Owner remuneration, one-off items and related-party arrangements need evidence and judgement. Where an earnings method is unsuitable, a different supportable method may be needed; multiplying a profit figure is not a universal solution.

03

Why this conclusion?

Method selection, risk assessment and the interpretation of market information matter as much as arithmetic. The report records the reasoning and relevant restrictions so an identified user can understand how the conclusion was reached—and what it does not establish.

Fixed Professional Fees

Which engagement do I need?

Purpose and permitted reliance determine the scope. The fee is confirmed before work begins; all fees exclude GST.

Your own planning

Calculated Value

Fixed $2,450+ GST

For your own planning and positioning, using one method agreed in advance

  • Signed report showing a Calculated Value as a single amount
  • One agreed method: capitalisation of maintainable earnings
  • Review of around three years of financial records
  • Consultation on the initial Calculated Value

Also includedOnline Risk and Value Driver Assessment (RAVDA) · ANZSIC Industry Comparable Valuations Report

Not for ATO, family law or shareholder matters, or reliance by others

Standard delivery 5–7 business days

Discuss this engagement

Most common

Limited Scope Conclusion of Value

Fixed $4,950+ GST

For buyers, sellers, partners, lenders, family law, the ATO and your accountant

  • Signed, APES 225 aligned valuation report
  • Conclusion of value as a single amount or a range
  • One or two methods — capitalisation of maintainable earnings and/or Asset based method — where reliable forecasts are not available
  • Draft report and discussion before it is finalised

Also includedOnline Risk and Value Driver Assessment (RAVDA) · Your Industry Top Performers Report · SWOT Analysis Report · ANZSIC Industry Comparable Valuations Report

Standard delivery 5–7 business days

Discuss this engagement

Forecast-supported work

Full Conclusion of Value

Quotedon instructions

Indicated range: $6,950–$14,950 + GST

Where management information supports any valuation method, including discounted cash flow

  • Any valuation method, including discounted cash flow
  • Built on budgets, forecasts and management accounts
  • Methods cross-checked for a robust conclusion
  • Scope, fee and timing confirmed in writing first

Also includedOnline Risk and Value Driver Assessment (RAVDA) · Your Industry Top Performers Report · SWOT Analysis Report · ANZSIC Industry Comparable Valuations Report

Scope, fee and timing confirmed in writing

Discuss this engagement

“Limited Scope” is a defined engagement category under APES 225, the valuation standard we voluntarily align with. The name describes the scope of work, not a grade of quality. Restrictions can affect suitability; a fuller engagement may produce a different result.

Full inclusions and comparison

From enquiry to delivery

What happens—and what do I need to do?

  1. 01

    Agree the brief

    Tell us the decision, valuation date and intended users. We confirm suitability, scope and a Fixed Professional Fee in writing. The fee is payable when you sign the engagement letter.

  2. 02

    Provide the information

    Expect financial records—usually around three years—plus relevant business information and the online Risk and Value Driver Assessment. We confirm the required documents for your engagement; additional questions depend on the business and the instructed purpose.

  3. 03

    Review and discuss

    We examine the information, assess value drivers and prepare the analysis. The agreed consultation or draft discussion lets you understand the conclusion and raise relevant evidence before finalisation.

  4. 04

    Receive your signed report

    Calculated Value and Limited Scope normally take 5–7 business days after complete information and the signed engagement are received. Full Conclusion timing is agreed individually. Tell us your deadline before engagement so we can confirm it in writing.

Before you commission

Your questions, answered.

Still unsure about your situation? Talk to us before choosing an engagement.

1300 270 940

Which report do I need for my decision?

Start with the purpose, interest valued, valuation date and who will rely on the result. Calculated Value is for your own planning using one agreed method—not ATO, family law or shareholder matters, or third-party reliance. Those purposes normally require at least Limited Scope. Forecast-dependent work may need Full Conclusion. We confirm suitability before engagement.

How much does a business valuation report cost?

Calculated Value is $2,450 + GST. Limited Scope Conclusion of Value is $4,950 + GST. Full Conclusion of Value is quoted on instructions. $2,450 + GST is the minimum engagement fee. Your Fixed Professional Fee is confirmed in writing and payable when you sign the engagement letter.

What information will I need to provide?

Usually around three years of financial records, relevant business information and a completed online RAVDA. The purpose may also require ownership details, agreements, asset information or other evidence. We confirm a tailored information request; Full Conclusion also requires the management information needed to support the selected methods.

How long will it take?

Calculated Value and Limited Scope normally take 5–7 business days after complete information and the signed engagement letter are received. Full Conclusion timing is agreed individually. Any particular deadline needs to be confirmed in writing before work starts.

Can my accountant, buyer or lender rely on the report?

Not automatically. The report is prepared for its agreed purpose and identified users; reliance by someone else requires IBV™’s written consent. Tell us who needs to use it before engagement. A report does not guarantee lender acceptance, buyer agreement or acceptance by the ATO.

Do I receive a draft and a discussion?

Limited Scope and Full include a draft report and discussion before finalisation. Calculated Value includes consultation on the initial value. You can raise factual errors, relevant evidence and questions about assumptions; the conclusion remains independent of the outcome you might prefer.

What does “Limited Scope” mean?

It is a defined engagement category under APES 225, whose relevant principles IBV™ voluntarily aligns with. It describes restrictions on the approaches, methods or procedures—not a grade of quality. The report discloses the restriction and that a fuller engagement may have produced a different result. Disclosure does not make an unsupported conclusion sufficient.

Are all the supporting reports included?

RAVDA and ANZSIC Industry Comparable Valuations reporting are included across the three packages. Industry Top Performers and SWOT Analysis are included in Limited Scope and Full, not Calculated Value. The precise report content and relevant supporting analysis follow the written engagement scope.

Can I see a completed client report?

Completed reports are confidential and are not published or shared. The report spread on this page shows section descriptions only, with no client identity, financial figures or concluded values. A valuation call can explain what your engagement would contain before you commit.

Can I use the report later or for a different purpose?

A conclusion relates to its valuation date, agreed purpose and identified users. Material changes can mean a previous result no longer applies. Contact IBV™ before using the report for a different purpose, or relying on it more than three months after issue, to discuss whether review or updating is needed. We do not provide expert-witness or court-appointed valuations.

Key takeaways

  1. 01

    Choose by purpose and reliance

    The engagement follows the decision and the intended users, not turnover or a desired page count.

  2. 02

    Pay for analysis, not pages

    The value lies in appropriate methods, relevant evidence and documented professional judgement.

  3. 03

    Read the restrictions

    Scope and limitations affect suitability; a fuller engagement may produce a different result.

  4. 04

    Confirm who may use it

    A buyer, lender or other person is not automatically permitted to rely on your report.

  5. 05

    Agree the fee before work starts

    Your Fixed Professional Fee, deliverables and timing are confirmed in the engagement letter.

References

APESB — Valuation ServicesATO — Market valuation of assetsbusiness.gov.au — Value your businessRead the report-reading guide

Let’s talk about your business

A clear brief.
The right report.

Tell us the decision you’re making and who needs to rely on the result. We’ll confirm suitability, the deliverables and your Fixed Professional Fee before you commit.

1300 270 940

No obligation to proceed.

Start Your Valuation Enquiry

Your enquiry goes straight to our valuer. Prefer to talk? Call 1300 270 940.

Call 1300 270 940 Fixed Professional Fee Quote