Monita Asset Management
Service

Business Valuation

Independent business valuations for SMEs and corporates – defensible methodology, clear narrative and the credentials to stand up in any forum.

Who needs a valuation?

  • Banks & Lenders
  • Insolvency & restructuring practitioners: liquidators, voluntary administrators, receivers, trustees in bankruptcy
  • Solicitors, barristers & legal teams
  • Accountants, Auditors & tax advisers
  • Government & councils
  • Corporate & business owners
  • Mining & Resources companies
  • Agribusiness & rural
  • Insurance companies
  • Superannuation funds & institutional
  • Not-for-profits, charities, churches & schools
  • Individuals

When They Need One

  • Business valuations
  • Shareholder / partnership interests
  • Family law
  • Estate & succession
  • Commercial disputes
  • Sale and acquisition
  • Financial reporting
  • Restructuring
  • Insolvency
  • Litigation and expert evidence
  • Loss and damage assessment
  • Fair value assessments
Coverage

Asset types & industries we cover

Going concern valuations
Share & equity valuations
Goodwill & intangibles
Earn-out and consideration analysis
Minority interest discounts
SMEs & owner-operated businesses
Private companies & unlisted entities
Professional practices (medical, legal, accounting)
Hospitality & food & beverage
Retail & franchise businesses
Technology & IP-rich businesses
Financial services & investment firms
Media & publishing
Sporting clubs & associations
Not-for-profit organisations
Not Limited to Above
Our Process

Clear from brief to delivery

01

Discovery

Understand the business, the purpose of the valuation and the relevant date.

02

Financial Analysis

Normalised earnings, working capital and risk-adjusted projections.

03

Methodology

Income, market and asset approaches applied as appropriate.

04

Report

Clear, well-reasoned report suitable for the intended audience.

Standards & Compliance

Business valuations comply with APES 225 and the International Valuation Standards.

Why Monita for this

  • Senior-led every step
  • Court-tested expert reports
  • Clear, jargon-free explanation of methodology
  • Confidentiality assured
Get In Touch

Ready for a precise, independent valuation?

Connect with the Monita Asset Management team. All consultations are free of charge.