01
Preparing to sell
Understand a supportable value range before entering negotiations or appointing a broker.
Sunshine Coast · South East Queensland
Know what your business is really worth.
Independent, evidence-based business valuation reports for owners, buyers and advisers across the Sunshine Coast and South East Queensland.
Confidential enquiries. Fixed scope and fee agreed before work begins.
Sunshine Coast focusedIndependently preparedCPA professional reviewFixed scope and fee upfront
The valuation gap
A sale price is not the same as a defensible value.
Broker appraisals, seller expectations and simple earnings multiples can be useful starting points. But they can miss the adjustments and risks that materially change what a privately owned business is worth.
A considered valuation looks through the reported profit to the maintainable earnings—and the commercial reality—underneath.
01
Market-rate owner remuneration
02
Personal and discretionary expenses
03
Key-person dependency
04
Customer concentration
05
Working-capital requirements
06
Required replacement roles
07
Sustainable rather than historical earnings
08
Business-specific risk
When clarity matters
A sound valuation helps you negotiate from evidence, not instinct.
02
Assessing an acquisition
Pressure-test the earnings, adjustments and commercial risks behind an asking price.
03
Partnership or shareholder exit
Establish an independent starting point for a considered commercial discussion.
04
Succession planning
Give owners and their advisers a clearer foundation for retirement and transition decisions.
05
Finance discussions
Support informed conversations, subject to the lender accepting the report format and scope.
06
Strategic business planning
See which earnings drivers and risk factors are having the greatest effect on value.
Contentious, legal, tax, multi-entity or forensic matters may require a separately scoped engagement. Suitability must be confirmed for the intended purpose.
The core service
Independent Business Valuation Report
A structured, evidence-based valuation for privately owned SMEs—clear enough to understand, rigorous enough to inform an important commercial decision.
From$3,950+ GST
Expected timeframe
Typically 7–10 business days after receiving all required information.
Complex, contentious, legal, tax, multi-entity or forensic assignments may require a separately scoped quotation.
What’s included
01—11- Initial confidential scope discussion
- Structured financial and operational information request
- Review of historical financial performance
- Normalisation of owner wages and discretionary expenses
- Assessment of maintainable earnings
- Consideration of relevant valuation methodologies
- Review of key-person, customer, supplier and operational risks
- Indicative valuation range and reasoned conclusion
- Written valuation report
- Professional review by Scott Baker CPA
- Follow-up discussion explaining the findings
Our approach
From first conversation to clear conclusion.
A disciplined five-step process keeps the engagement efficient, transparent and focused on the purpose of your valuation.
- 01
Confirm the purpose and scope
We clarify the decision the valuation needs to support, the intended users and any specific report requirements.
- 02
Securely collect the information
You receive a structured request covering financial results, operations, ownership and material commercial risks.
- 03
Analyse and normalise
We review historical performance, owner adjustments and the earnings the business can reasonably maintain.
- 04
Review methodology and conclusions
The evidence, assumptions, calculations and conclusion undergo external professional review.
- 05
Issue and explain the report
Once review is complete, we issue the written report and walk you through the findings.
Professional review gate
No final report is issued until the professional review is complete.
The deliverable
A report built to make the reasoning visible.
Your report brings the financial analysis, methodology, business-specific risks and conclusion into one clear document—so you can see not just the valuation range, but what supports it.
- Executive summary
- Business & industry overview
- Financial analysis
- Normalised earnings
- Valuation methodology
- Risk assessment
- Valuation conclusion
- Assumptions & limitations
Illustrative report structure
05 / Valuation methodology
Maintainable earnings
Reported earnings$—
Normalisation adjustments$—
Maintainable earnings$—
SUNSHINE COAST
INDEPENDENT BUSINESS VALUATIONS
INDEPENDENT BUSINESS VALUATIONS
CONFIDENTIALIndependent
Independent
Business Valuation
Prepared for
Illustrative Client Pty Ltd
Professional oversight
Professional review grounded in commercial experience.
Scott Baker CPAB.Bus (Acc) (FP), CPA, FChFP
External Valuation Reviewer
Principal, Baker Advice Group
Scott is the Principal of Baker Advice Group, with published qualifications spanning accounting and financial planning. For this proposed service, he provides external professional review of the financial evidence, valuation methodology, assumptions and conclusions supporting each completed engagement.
“Professional valuation review provided by Scott Baker CPA through Baker Advice Group.”
Each engagement remains subject to scope, conflict and independence checks.
View Scott’s profile at Baker Advice GroupLocal coverage
Business valuations across the Sunshine Coast.
We work with business owners, buyers, accountants, advisers and brokers throughout the Sunshine Coast, with engagements available across South East Queensland.
MaroochydoreBuderimBirtinyaKawanaCaloundraNoosaNambourMalenyCoolumGympieMoreton BayBrisbane & wider SEQ
Discuss a valuation in your area Common questions
What you may want to know before we talk.
Still have a question?
Start a confidential conversation01How much does a business valuation cost?
Our core Independent Business Valuation Report starts from $3,950 + GST. We confirm the scope and fee before work begins. Complex, contentious, legal, tax, multi-entity or forensic matters may need a separate quotation.
02How long does the process take?
Typically 7–10 business days after receiving all required information.
03What information will I need to provide?
Typically, we request historical financial statements and tax returns, current management accounts, details of owner remuneration and discretionary expenses, operational information, and context on customers, suppliers, staff and key risks. The exact request is tailored to the engagement.
04Is this different from a broker appraisal?
Yes. A broker appraisal is often prepared to support a sales process and may be an estimate of likely market interest. Our service independently examines maintainable earnings, adjustments, methodology and business-specific risks to reach a reasoned valuation conclusion.
05Can I use the report for bank finance?
Potentially, but lender requirements vary. Before commissioning the report, confirm the required scope, format and reviewer credentials with the lender. Acceptance is always at the lender’s discretion.
06Who reviews the valuation?
Professional valuation review is provided by Scott Baker CPA through Baker Advice Group. Scott reviews the evidence, methodology, calculations, assumptions and conclusion before a final report is issued.
07Is the service genuinely independent?
Every engagement is subject to a conflict and independence check. Fees are agreed in advance and are not linked to the valuation outcome.
08Do you value businesses outside the Sunshine Coast?
Yes. The service is Sunshine Coast focused, with engagements available across Moreton Bay, Gympie, Brisbane and wider South East Queensland.
09Can you value a business before I make an offer?
Yes. A buyer-side valuation can help test the earnings, proposed adjustments and risks behind an asking price before you negotiate. The available information will determine the appropriate scope and level of reliance.
10Will my information remain confidential?
Confidentiality is central to the engagement. Information handling arrangements are confirmed as part of the scope. This concept website does not transmit or permanently store enquiry form data.
Request a quote
Start with a confidential, no-obligation discussion.
Tell us a little about the business and what the valuation needs to help you decide. We’ll come back to you to confirm fit, scope and next steps.
01Confidential from the outset
02Clear scope before engagement
03No data sent from this concept form
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