Your Business Valuation Benefits

A professional business valuation provides you with profound insight into your own business as well as businesses with which you are considering mergers or acquisitions.

Typically, a business valuation is a pre-requisite for financing and sale as well as when you are re-structuring your business or allocating the value of shares. It is also usually required for many legal settlements including resolving succession or estate disputes and re-negotiating supplier contracts.

Opportunities, Threats, and Business Growth

In addition, many growth-oriented companies commission regular business valuations to help with strategic planning and measurement of results and progress so that they can successfully navigate changing local and global trends. By seeing both threats and opportunities while there is plenty of time to respond to them, they are able to adjust their plans, production, and prices and stay on the cutting-edge of their industry while protecting themselves against surprises.

Recently, one of our clients commissioned a business valuation in order to identify any growth opportunities in their supply chain. They were able to identify both the specific type and size of business and the price they were willing to pay which narrowed their search for candidates as well as strengthening their case with the financial institutions. As a result of the insight and analysis that our specialist business valuation team at SALT was able to provide, they were quickly able to identify a candidate and negotiate a mutually acceptable outcome. This is the kind of scenario we love!

What Do You Expect to See in a Business Valuation?

The Accounting Professional Ethics and Standards Board (APES) has laid out specific standards which are the minimum for any business valuation and all reputable firms comply with this or risk losing their professional accreditation. However, the nineteen elements that are included in any report are subject to interpretation and sometimes a Business Valuation Report (by nature a complex document) can be extremely dense and difficult to decipher.

Any Business Valuation Report is a snapshot of the business and its positioning within an industry at a specific time and is also prepared for a specific purpose and these must be clearly highlighted, and all terminology defined and outlined. At SALT Financial Group, our goal is to communicate in plain English and clear visuals so that the analysis provides genuine insight and highlights both concerns and opportunities in the business so that these can be addressed.

Timely Reporting and In-Depth Analysis

Whether you are requesting a business valuation for your own purposes or to present to another entity for verification, both timeliness and in-depth analysis are critical. Many people want their report ‘yesterday’ so that they can move forward on a sale, legal process, or financial application, but you should beware of rushing these reports as it can lead to unfortunate oversights and jeopardise the integrity of the analysis even with all the computer analytics’ tools we have available to complement human expertise.

At SALT Financial Group, we know that for most businesses a thorough business valuation and report process takes 3-weeks from the time key documents are submitted to ensure that we can appropriately analyse discrepancies and test the validity of our findings and recommendations.

Can We Help You?

If you would like more information about SALT Financial Group’s Business Valuation services, or wonder how a business valuation might help you achieve your goals, call us on 03 9088 4777 Monday to Friday 8:00am to 4:00pm AEST and ask to talk to a member of our business valuation team or visit https://www.saltfinancialgroup.com.au/businessvaluations for more information.

Jenni Anderson