Data-backed Business Valuation Services

Use the most accurate financial benchmarks & exclusive non-financial KPI data at each stage of your valuation services process.

Accurate, reliable & comparable data is essential to deliver compliant, replicable, defensible & scalable business valuations.

CGT reforms are expected to significantly increase the demand for ATO compliant valuation services. The webinar insights will help you identify your approach for valuation services – internal, outsourced or referral.

Key insights:

• Judgement + Data = Conclusion of Value
• Non-financial KPI data that even the tax offices don’t have access to
• Two practical, data case studies that demonstrate valuation data flaws
• Prepare an ATO compliant, data-backed valuation for your practice

Supporting insights:

• Use data at each stage of your valuation processes:

– Before – discover any data limitations, set client expectations & identify due diligence drivers

– During – source comparable, like for like’ data to challenge & support judgement decisions

– End – validate key assumptions & record limitations in your valuation report

• Avoid two common, known & unacceptable risks:

1. Reliance on, or acceptance of ‘rule of thumb’ multiples

2. Failure to source comparable validation data

• Target two growing, profitable SME Family Office services markets:

• SME owners 3 – 5 years away from succession, sale or exit
• Internal Business Succession Planning (IBSP)

Learning Outcomes:

• Discover credible sources of data & how to use it
• Update advice processes to enhance the quality & depth of valuation services
• Deeper knowledge of 80 non-financial KPIs that affect the performance & value of a business (e.g. Personal Goodwill)
• Overview of a 3-staged data process for internal succession
• Informed decision making on your valuation approach for CGT purposes
• Grow restructuring, valuation, improvement, succession, sale & exit planning services
• Learn how to prepare an ATO compliant, data-backed valuation for your practice

Suited to:

Any adviser to Small-Family-SME business owners. This includes Accountants, Financial Planners, Finance Brokers, Business Brokers Lawyers & other SME advisers.

This On Demand recording Includes: 

• Recording of the Live Webinar, which can be viewed multiple times, for as long as required 
• Presenters contact details for follow up questions 
• CPD Quiz
• CPD Certificate 
• CPD Report – Logged automatically 
• PowerPoint Presentation
• Verbatim Transcript, with Searchability
• Supporting Documentation