Business Valuations &
Independent Expert Reports That Hold Up
I work alongside your team to provide accurate, defensible financial analysis backed by real commercial experience. Your clients get clear explanations. You get reports you can trust from a Chartered Accountant who does your valuation, personally.
As a Chartered Accountant trained at Grant Thornton with 10+ years building and scaling a business and exiting to an ASX-listed then a US-based unicorn, I know business gets complicated.
That lived experience shows up in every business valuation and expert report. I understand what drives value beyond the spreadsheet and provide reports that aren't just technically sound but that reflect commercial reality - an essential perspective in family law & commercial matters where clarity, fairness, and objectivity are paramount.
Partnership disputes. Family law matters. Commercial disagreements. Exit negotiations. Law firms and business owners trust my reports because I can back up the numbers with real commercial experience.
What Working
Together Looks Like.
Initial discussion
We talk through your matter, timeline requirements and specific considerations. No obligation, just clarity on scope and approach.
Scope confirmation & information gathering
I send a detailed, tailored questionnaire, document request and accounting software access request. You receive a fee estimate based on complexity and requirements. All valuation engagements are completed on an agreed fixed-fee basis.
Analysis & report preparation
All reports are completed by me, no juniors, no outsourcing. Combining real-world experience with leading-edge valuation software means you get expert reports and analysis you can trust. Regular training & peer reviews ensure accurate, independent reports based on current best practice.
Review & delivery
We review the report findings together and discuss any questions. You receive the final report electronically within 5-10 business days from receipt of all requested information.
GRAB 30MINS from my calendar or EMAIL YOUR CASE DETAILS here. I'll provide a transparent fee estimate based on scope and timeline so you'll know the cost before any work begins.
Valuation Engagement Options
Choose the engagement type based on the legal purpose and intended reliance.
Both options are delivered in accordance with APES 225, with scope and reliance agreed upfront.
LIMITED SCOPE VALUATION
BEST FOR
Negotiation strategy, mediation prep, early disputes.
INTENDED USE
Internal strategy & settlement positioning.
RELIANCE
Limited – not for court or third-party reliance.
ASSUMPTIONS
Provided by instructing party/advisers.
VALUER’S ROLE
Applies valuation methods to
stated assumptions.
APES COMPLIANCE
APES 225 (limited scope).
TYPICAL MATTERS
Settlement discussions,
buy-out negotiations.
DELIVERABLE
Scoped valuation report
with clear limitations.
INDEPENDENT EXPERT VALUATION
BEST FOR
Matters requiring legal or court reliance
INTENDED USE
Litigation, mediation, arbitration, court
RELIANCE
Suitable for court and third-party reliance
ASSUMPTIONS
Independently determined and tested
VALUER’S ROLE
Acts as an independent expert
APES COMPLIANCE
APES 225 (full expert engagement).
TYPICAL MATTERS
Family law, shareholder disputes,
oppression
DELIVERABLE
Court-ready independent
valuation report
VALUATIONS
Frequently Asked Questions
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If you're divorcing, dissolving a partnership, selling your business, or facing a legal dispute, you need an independent valuation. Your accountant's or lawyer’s estimate won't cut it in court. Neither will guesswork.
A proper independent valuation gives you a defensible number backed by evidence. That matters when lawyers, judges, or the ATO are involved.
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A business valuation tells you what your business is worth. These are typically used for tax compliance, commercial dispute, business share sales etc.
An independent expert report or joint expert report does that plus meets court requirements for evidence.
Independent expert reports are built for litigation. They follow stricter standards, include more documentation, and hold up under cross-examination. Family law matters and commercial disputes bound for court need this level of rigor.
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5 to 10 business days from when I have everything I need. That includes completion of a detailed business valuation questionnaire, financial statements & tax returns from your accountant, access to Xero / MYOB, leases and any other relevant details / documents affecting the business and its value.
If you're missing documents, can’t give me access to Xero / MYOB or the business structure is complex, it can take longer.
Rest assured I’ll give you a realistic timeline upfront once I see what we're working with.
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Depends on your business size and complexity.
Limited-scope valuations start around $5,000 + GST.
Full Independent Valuation Engagements (as defined by APES 225) with multiple entities, trusts, or incomplete records obviously cost more.
I quote you a fixed fee after reviewing your situation. No surprises.
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Minimum 2 years of accountant-prepared financial statements and tax returns, Xero / MYOB access, current YTD profit and loss and balance sheet, applicable lease agreements, and completion of our detailed valuation questionnaire.
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Yes, but it requires more assumptions. I document every assumption clearly and explain how it impacts the valuation range.
Incomplete records weaken the report's defensibility in court. I tell you upfront what we're missing and how that affects the outcome.
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Methods used depend on your business.
Our processes use a combination of quantitative and qualitative factors relevant to the business to provide an opinion of its value based on the available evidence.
Commonly used business valuation approaches/methods are:
Income Approach - Discounted Cash Flow
Income Approach - Capitalisation of Future Maintainable Earnings
Market Approach - Publicly Listed Securities
Market Approach - Comparable Transactions
Market Approach - Rule of Thumb
Asset Based Approach - Summation of Net Asset Values
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I’ve built, listed, and exited a business to an ASX-listed company and a US Unicorn. I’ve worked with thousands of SMEs and been on and advised on both sides of M&A transactions. I know what to look for and what questions to ask.
I received a great foundation and understanding of valuation methodologies and practices at Grant Thornton (one of the world's leading organisations of independent assurance, tax and advisory firms) in Sydney, so I’m not a career valuer who did a course once and only knows the theory.
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Yes. I prepare independent expert reports for family lawyers, commercial litigators, and dispute resolution professionals throughout Australia.
Based on the Northern Beaches in Sydney, I work remotely where needed and attend NSW courts in person.
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Yes. I prepare court-compliant joint / independent expert reports for family law matters across NSW and Australia.
These reports meet Federal Circuit and Family Court of Australia standards. I've built businesses, exited businesses, and understand what courts need to see.
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Yes. I can attend court and be cross-examined, if required. My reports are defensible and will stand up in court.
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Yes, I can provide shadow / “dirty” expert services to prepare you (or your barrister) for questioning and cross examination.
If you've received a valuation that doesn't make sense or seems off, you should definitely reach out. I’ll review the methodology, assumptions, and conclusions. I tell you what needs questioning and where the weaknesses are. This helps your legal team prepare for negotiation or challenge the expert's position.
If the report looks good and I largely agree with the outcome, I’ll tell you!
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Quite simply because your accountant isn’t independent and may not be qualified to provide an independent valuation report. APES225 and APES110 confirm the need to act independently in providing a valuation outcome.
Your accountant’s quote may be cheaper, but the risk is that you may not ultimately be able to rely on the valuation report and it may not stand-up should it ever be tested in court, or by the ATO. -
You receive the full written report. I walk you through the findings, explain the methodology, and answer questions.
If this goes to court or mediation, I'm available for follow-up discussions with your legal team and court attendance for cross examination, if required.
I'll give you figures you can trust and help you understand what they mean for your position.
I'm open for referrals.
Have a client or someone in your network who you think may benefit from my advisory & fractional CFO services?
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