Your 30 June 2027 Business Valuation Preparation Checklist
Organise the ownership, financial and commercial records that may support a 30 June 2027 business or share valuation, with a practical preparation checklist.
Read insightOrganise the ownership, financial and commercial records that may support a 30 June 2027 business or share valuation, with a practical preparation checklist.
Read insightThe 2027 CGT transition makes the value of some business interests at 30 June 2027 important. Understand the date, the ownership questions and the records to prepare.
Read insightA private company's business value is not automatically the value of your shares. Learn how ownership rights, debt, earnings and evidence shape a transition-date valuation.
Read insightUnderstand what affects business valuation fees, how to compare quotes and what to prepare when requesting a valuation in Australia.
Read insightLearn the stages of a business valuation, what can delay delivery and how to prepare information and agree a realistic timetable.
Read insightSituations where an independent assessment can support a shareholder exit, ownership change or related-party transaction, and what to agree before appointing a valuer.
Read insightSee how enterprise value can differ from equity value, with a simple cash-and-debt example and common adjustments to check.
Read insightUnderstand normalised earnings, owner replacement costs and one-off items, with a worked example of supported valuation adjustments.
Read insightA practical dental practice valuation checklist covering clinician earnings, patient activity, staffing, premises, equipment and owner dependence.
Read insightUnderstand income, market and asset-based approaches, why the choice depends on the business, and how an enterprise value differs from a shareholder's equity value.
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