Business Valuation and Sales Strategy


Maximise your business value with a personalised strategy review. Uncover your potential sale price, likely buyer types, and strategies for maximising sales price. Gain insights into ownership transitions and professional advisory roles.

Benefits of the service and report

We match you with a business consultant so they can develop an understanding of your business and your future goals and plans. They will then research and analyse your information to assess your business’s potential valuation to specific buyers.

  • Know your business’s potential sale price

  • Understand the most likely buyer types and what they value most
  • Understand the value of the business to you as an owner
  • Identify the specific business improvements to maximise the potential sales price
  • Understand the sales process and likely time frames
  • Understand the strategies to move from full ownership to part-ownership
  • Understand the roles and fee models of professional advisers and service providers that help business owners maximise their business value and sales price.

Eligible businesses for this service

This service is only available to businesses that meet the following criteria:

  • Minimum average revenue over the last 3 years of $700,000 p.a.
  • Minimum profit before tax over the last 3 years of $250,000 p.a.
  • Minimum of 5 years tax returns available

How we deliver this service

Step 1
Initial consultation

You will meet with one of our consultants (via Zoom) so that they can learn about your business and the plans you have for it. This meeting will take approximately 60 minutes.

Step 2
Gather information

After your meeting and based on your initial discussion, your consultant will ask you to gather some information they will require to conduct the analysis of your business.

Step 3
The analysis

Our consultants will then research and analyse your business to determine the valuation for specific buyer types. They will compile a report that also identifies what business improvements you can make.

Step 4

You will meet with your consultant again (via Zoom) and they will take you through the report and highlight their findings. The meeting will take approximately 60 minutes. Your report will be emailed to you.