Owner-operated businesses
Small business valuation services and going-concern valuations for SMEs and owner-operated businesses.
Independent and confidential
Business Valuation in Sydney
Independent business valuer in Sydney. A signed business valuation service for sale, shareholder, family law, tax and finance matters. Prepared in line with APES 225. Fee confirmed before we start.
Free consultationInitial consultation and quote are free
Fee confirmed upfrontFirm estimate before any work begins
Timeline agreed upfrontTimeline agreed at the start
Certified Practising ValuerSydney CBD office, PI insured
Accreditations
Accredited and certified
APIAustralian Property Institute
RICSRoyal Institution of Chartered Surveyors
CPVProperty, Plant and Machinery
ATOATO-compliant valuations for CGT and SMSF
Where we work
Sydney business valuers, based in the CBD
Monita values businesses and business interests in Sydney from its office at 1/261 George Street. We confirm at the free consultation how the work will be arranged for your business.
Based in Sydney CBD
1/261 George Street. One valuer, one process, from the first call to the final report.
Owners, partners and advisers
Business owners, shareholders, accountants and lawyers.
Arranged around you
We confirm at the free consultation how the work will be arranged for your business.
Who it is for
When a broker's estimate or a rule of thumb is not enough
A formal business valuation is an independent opinion of what a business, or a share in it, is worth at a stated date. People in Sydney usually need one for:
Buying and selling
- Selling, buying or merging a business and agreeing a fair price
- Setting a buy-sell price between partners
- Purchase price allocation after an acquisition
Disputes and legal
- Partner and shareholder disputes
- Family law property settlements
- Expert evidence and loss assessment
Tax and planning
- Tax planning, succession and estates
- Capital gains tax matters
- Financial reporting and fair value
Finance and advisers
- Loans and refinancing
- Restructures and insolvency
- Accountants and lawyers who need a valuation for a client
Why clients trust Monita
24+
Years of experience
Hands-on valuation experience behind every report.
2,000+
Valuations completed
Independent, signed reports for owners and advisers.
Confidential
Your enquiry and your valuation stay private.
What we value
Businesses and interests we value
Shares and equity
Shareholder and partnership interests, including minority discounts.
Goodwill and intangibles
Brands, customer relationships and intellectual property.
Private companies and unlisted groups
Private companies and larger unlisted entities.
Industries include professional practices (medical, legal and accounting), hospitality and food, retail and franchise, technology and IP-rich businesses, and financial services. Not on the list? Ask us.
Why a valuer
A valuer's report, not a broker estimate or a rule of thumb
Who prepares it
- Valuer
- An independent, qualified valuer
- Broker
- A broker, who may earn a fee from a sale
- Rule
- You or your accountant
Independent of the sale
- Valuer
- Yes
- Broker
- Not always
- Rule
- Not applicable
Method and assumptions shown
- Valuer
- Yes, in a written report
- Broker
- Rarely
- Rule
- No
Suitable for a buyer, lender, tax office or court
- Valuer
- Yes, when prepared for that purpose
- Broker
- Usually not
- Rule
- No
How it works
Clear from the first call to the final report
01
Discovery
We understand the business, the purpose of the valuation and the valuation date, and give you a firm fee after the free call.
02
Financial analysis
Normalised earnings, working capital and risk-adjusted projections.
03
Methodology
Income, market and asset approaches, applied as the business and the purpose require.
04
Report
A clear, reasoned, signed report written for the intended reader, such as a buyer, lender, tax office or court.
Prepared in line with APES 225 and International Valuation Standards.
The report
What your business valuation report includes
A clear, signed report your adviser, buyer, lender or solicitor can work with, with the reasoning behind the figure shown.
- The business, the interest valued and the valuation date
- The purpose and the basis of value
- The information relied on and the assumptions made
- The methods used, and why
- The reasoning behind the final figure
- Signed by a Certified Practising Valuer
Your valuer
Nirav Shah
- Chartered Valuation Surveyor (MRICS)
- Certified Practising Valuer (Property)
- Certified Practising Valuer (Plant & Machinery)
- Senior-led at every step
- Has acted as an independent expert in Australian courts and tribunals
- Clear, jargon-free explanation of the method
With 24 years of hands-on experience and dual Certified Practising Valuer credentials – a rare qualification spanning both Property and Plant & Machinery – Nirav brings unmatched depth to every engagement. When you work with Monita, you work directly with Nirav.
Talk to a valuer01
What We Look at in a Sydney Business Valuation
Monita values businesses and business interests in Sydney for owners, partners, shareholders, accountants and lawyers. The valuation looks at the business as it operates in its market: its earnings history, customers and contracts, assets and debts, and the risks in its industry. Our office is at 1/261 George Street, Sydney, and we confirm at the free consultation how the work will be arranged for your business.
- Owner-operated and family businesses
- Professional practices, such as medical, legal and accounting practices
- Hospitality, food and beverage businesses
- Retail and franchise businesses
- Technology and IP-rich businesses
- Shares and partnership interests in private companies
02
Business Valuation Methods
The right method depends on the business and the purpose of the valuation. We apply income, market and asset-based approaches as appropriate, in line with APES 225 and the International Valuation Standards, and the report explains which method was used and why.
Timing depends on the scope and how quickly records are provided. We confirm a timeline and fee before work starts and keep you updated throughout.
- Income approach: values the business on the earnings or cash flows it is expected to generate, for example by capitalising maintainable earnings or discounting future cash flows. Often used for trading businesses with a profit history.
- Market approach: compares the business with similar businesses or transactions, using multiples drawn from market evidence. Useful where reliable comparable sales exist.
- Asset-based approach: values the net assets of the business, adjusted to market value. Common for asset-heavy businesses, holding structures and wind-downs.
03
What Is a Business Valuation?
A business valuation is an independent opinion of what a business, or an interest in it such as shares or a partnership share, is worth at a particular date and for a particular purpose. It is different from a broker's estimate or an accountant's quick rule of thumb: the report sets out the information relied on, the method used, the assumptions made and the reasoning, so the figure can be explained to a buyer, a lender, the tax office or a court.
04
Why Owners and Advisers Ask for a Business Valuation
Business valuations are most often needed to:
- Sell, buy or merge a business and agree a fair price
- Set a buy-sell price between partners or shareholders, or settle a shareholder dispute
- Divide assets in a family law property settlement
- Support tax planning, succession and estate matters
- Allocate the purchase price after an acquisition, or report fair value in the accounts
- Support a loan, a restructure or an insolvency process
05
What Affects the Value and the Fee
The value depends mainly on the profit the business can reliably keep earning, how dependent it is on its owner, its assets and debts, customer and contract strength, and the risks in its industry. The fee depends on the size and complexity of the business, the purpose of the report and how organised the records are. We give a firm fee estimate after the free consultation, before any work begins.
FAQ
Business Valuation FAQs
When do I need a business valuation?
Common triggers are the sale or purchase of a business, mergers and acquisitions, shareholder or partnership disputes, family law settlements, tax planning, financial reporting, insolvency and litigation.
How much does a business valuation cost?
The fee depends on the size and complexity of the business, the purpose of the report and how complete the records are. Every initial consultation and quote is free, and you receive a firm fee estimate before any work begins.
How long does a business valuation take?
It depends on the scope and how quickly the financial records are provided. We confirm a timeline at the start and keep you updated, and urgent matters can be discussed at the free consultation.
Do you value businesses in Sydney?
Yes. Monita is based at 1/261 George Street, Sydney, and values businesses in Sydney. We confirm at the free consultation how the work will be arranged for your business.
What is the difference between a business valuation and a business appraisal?
In everyday use the two terms mean the same thing: an independent opinion of what a business is worth. A formal written valuation sets out the method, assumptions and reasoning so it can be relied on by buyers, lenders, advisers and courts.
Which valuation methods do you use?
Income, market and asset-based approaches, applied as appropriate to the business and the purpose, in line with APES 225.
What information do you need?
Typically several years of financial statements, management accounts and tax returns, details of key contracts, assets and liabilities, and the purpose and date of the valuation. We confirm the list at the free consultation.
Will a buyer, bank, the ATO or my accountant accept the report?
We prepare the report for the stated purpose, in line with APES 225 and International Valuation Standards. Requirements differ, so tell us the purpose and who will receive it and we will confirm before we start.
Can the report be used in family law or court matters?
Our expert reports are prepared to the standards required for use as expert evidence in Australian courts and tribunals, and our principal has acted as an independent expert.
How does the owner's role affect the value of a business?
The more a business depends on its owner, the more risk a buyer sees. The valuer considers how much of the earnings rely on the owner and takes that into account in the approach and the risk assessment.
Can you value shares or a partnership interest?
Yes. We value shareholder and partnership interests, including minority interest discounts, and choose the approach that fits the business and the purpose.
Is the valuation confidential?
Yes. Your enquiry and your valuation are kept confidential.
Free quote
Ready for a business valuation in Sydney?
Tell us about the business and what the valuation is for. A valuer will get back to you.
- Certified Practising Valuer (Property and Plant & Machinery) and Chartered Valuation Surveyor (MRICS)
- Reports prepared in line with APES 225 and International Valuation Standards
- Business valuation in Sydney, from our CBD office
- Free consultation and a firm fee before any work begins
Mon – Fri: 8:30 am – 5:30 pm (Sydney time)
Get your free quote
Tell us about the business. A valuer will get back to you.