The Seven Words Nobody Reads
Every valuation report I write ends up somewhere. Some are read from cover to cover, argued over and used. Far more, I suspect, end up in a bottom drawer, filed by an owner who read the summary and assumed the rest could wait. It can wait. But it rarely waits quietly. › Seven words Near […]
Who We Are, What We Do, and Why It Should Matter to You
I write about a lot of topics, because I was taught to be curious; (I do like Ted Lasso’s “curious” quote). This week I wondered if I should take a step back; somebody very close didn’t know I was not an accountant in public practice. My Bad! the writing. This week, a step back – […]
Why Good Valuers Ask Before They Answer
He asked us for a valuation. That was not what he needed. Business owners are no different. When something urgent happens, you pick up the telephone, you say the word you think is correct, and you assume that whoever answers understands exactly what you mean. More often than you would expect, they do not, and […]
You Do Not Need to Become a Valuer Too
Any gain a business built before 1 July 2027 can still be assessed under the current, more generous rules, provided the value of that business at the transition date can be properly established. Establishing that value is a valuation. It is not something the Tax Office will do for your client, and it is not […]
In Defence of the Word Valuation
There is a vote taking place across the professional associations that most people outside our industry will never hear about, and most people inside it will not think twice over. It concerns whether valuers should be mandated to comply with the International Valuation Standards, or merely encouraged to. I sit on the side that lost […]
The Number That Tells You Whether to Restructure or Liquidate
A tax debt is rarely the real problem. What an independent valuation reveals before a restructuring decision is made A Director Penalty Notice arrives, or a business simply falls too far behind the Australian Taxation Office to see a way through, and restructuring starts to feel like the obvious answer. The goal is to keep […]
What Are You Actually Being Told You’re Worth?
I was reminded of that lesson recently by a client, before we’d even agreed to work together. He and his wife had two questions. The first was whether there was room to move on my fee — fair enough, and worth a conversation. The second, he said, had been put to him by someone else […]
When Add-Backs Disappeared
What a recent change to family law means if you are separating and a business is part of the picture. If you are separating from a partner, and a business you own, or your partner owns, forms part of what needs to be sorted out, there is a change in family law worth understanding. It […]
The Independent Valuer
Why One Independent Expert Beats Two Adversarial Ones — Every Time Two expert valuers. Same business. Same documents. One says $3.2 million. The other says $1.1 million. Both are qualified. Both are experienced. Both are willing to defend their number in court. This is not a hypothetical. It is a routine feature of contested commercial […]
Changing Valuation Standards: Clarity and Disclosure
AI and the Evolution of Valuation Practice Standards do not stand still. That is rather the point of them. The International Valuation Standards Council reviews and revises its standards on a three-year cycle. The current edition, effective 31 January 2025, represents the most recent iteration of that process. The next cycle is already underway. The […]