Specialist Business Valuation, CoMPANY Valuation, Forensic Accounting And Corporate Advisory Firm

20+

Years
of Experience

6

States & Territories
Clients are Based

13+

Years operating
as Pentagon Corporate

2,000+

Reports
Produced

BUSINESS VALUATIONS

Independent business and company valuation and forensic expert reports

From professional, high quality and independent business valuation reports, forensic reports, and investor documentation, our specialist firm provides all reports in a timely manner and with exceptional value for money, tailored to your specific requirements.

Pentagon Corporate is a leading independent firm, specialising in Business Valuations, Corporate Valuations, Forensic Accounting and Corporate Advisory. Our clients range in size and industries, from micro businesses and start-ups all the way to listed and global companies, across almost every industry in Australia. Pentagon Corporate was established in 2008 to specialise exclusively in the areas of business valuations, corporate valuations, forensic accounting and corporate advisory as there was, and still is a major gap in the market for this type of work. The big four and second tier firms may often be too unaffordable to a large number of businesses and smaller accounting firms very rarely possess this specialist knowledge, skills and service offering.

Exceptional Service

We provide high quality work, exceptional client service, timeliness and a fixed fee range from the outset. We are highly skilled specialists, exclusively focused on our niche with a high level of experience.

We are professionals that produce high quality and robust reports, including detailed analysis, research & justification. We provide clients with certainty & clarity through a clearly communicated scope, tailored approach for each case and are very responsive at all stages of the engagement. We are an obvious choice, being 100% independent, with multiple testimonials from happy clients, providing exceptional value and competitive fees for high quality and timely outputs.

Most reports are produced within 2 to 3 weeks, however we will accommodate tighter deadlines on request. We are regularly engaged by lawyers, accountants and business owners for a range of business valuation, corporate valuation, forensic accounting and corporate advisory matters. We are open and transparent and will provide a suggested scope and fixed fee immediately, so please don’t hesitate to get in touch. 

Business Valuations Services 

Pentagon Corporate specialises in business valuations for a large number of purposes as outlined below. 

  • Business valuations for family law, matrimonial disputes and divorce cases, including single expert reports, shadow expert reports and adversarial expert reports.
  • Business valuations for tax and accounting purposes, including business valuations for tax restructures, business valuations for stamp duty, business valuations for capital gains tax purposes (including small business CGT concessions), business valuations for estates & probate and business valuations for tax consolidations.
  • Business valuations for business sales, valuations for business acquisitions and business valuations for investment and capital raisings. This also includes business valuations for management buy outs and management buy ins.
  • Business valuations for disputes including business valuations for shareholder disputes, business valuations for partnership disputes, business valuations for mediation and business valuations for franchise disputes.
  • Business valuations for succession planning, including business valuations for retirement planning, business valuations for buy sell agreements and business valuations for employee incentive schemes and share options.
  • Business valuations for intellectual property (IP).

Company Valuations

Pentagon Corporate specialises in corporate valuations for a large number of purposes as outlined below.

  • Valuation expert reports, which  are provided for a range of purposes where we are engaged as an expert witness for a business valuation in the context of a dispute and / or court action, commissioned by either plaintiffs or defendants.
  • Valuation reports and valuation expert reports for commercial litigation may include issues such as breach of contract, breach of copyright, shareholder disputes and partnership disputes.
  • Valuation reports and valuation expert reports for compulsory acquisition are often used by defendants and may involve a critique of a business valuation report prepared by another firm.
  • Valuation reports and valuation expert reports for shareholder oppression cases are often used by minority shareholder plaintiffs in Supreme Court actions.
  • Corporate valuations or business valuations for accounting purposes are used for impairment  testing and purchase price allocation.
  • Valuation of minority shareholdings or minority shareholder interests involve a number of considerations such as a liquidity discount, discount for lack of control (DLOC) and discount for lack of marketability (DLOM).

Forensic Accounting

Pentagon Corporate specialises in forensic accounting services including forensic business valuations, forensic investigations & findings reports and loss quantification reports for a number of purposes as outlined below.

  • Forensic business valuation reports for family law, shareholder disputes, commercial disputes, litigation and mediation purposes.
  • Forensic single expert reports for family law, shareholder disputes, commercial disputes, litigation and mediation purposes.
  • Forensic shadow expert reports for family law, shareholder disputes, commercial disputes, litigation and mediation purposes.
  • Valuation critiques of other business valuation reports, which are similar to shadow expert reports, however a full valuation may not be required. 
  • Assessment of damages and loss quantification for a number of purposes including breach of contract, negligence, infringement of intellectual property (IP), personal injury and reputation damage.
  • Forensic findings reports involve specific instructions for the case at hand, with a very unique scope. 

Corporate Advisory

Pentagon Corporate provides corporate advisory services as a stand-alone service. This offering is very unique as corporate advisory firms require a commitment to a monthly retainer, success fee and break fee, which is a very large commitment and can cost hundreds of thousands of dollars. Services offered are outlined below.

  • Producing an Information memorandum for raising capital, for both startups and established businesses requiring funding for growth.
  • Producing an Information Memorandum (IM) for a business sale, ranging for the full business sale to a partial sale of shares in the business.
  • Financial modelling and cash flow forecasting for both managerial and transactional purposes.
  • Due diligence and deal assistance on both the sell side (assistance with data room preparation and analysis of offers) and buy side (commercial due diligence and analysis of vendor responses).
  • Strategic analysis, including feasibility analysis, industry analysis & value analysis.
  • Value maximisation, including analysis of current value and strategies for maximising future value. 

WHY CHOOSE US

Expertise

Highly skilled specialists, exclusively focused on our niche with a high level of experience across multiple industries

Professional

High quality, robust and clear reports, including detailed analysis, research & justification

Certainty & Clarity

Clearly communicated scope and fixed fee at the outset, tailored approach and very responsive at all stages of the engagement

An Obvious Choice

100% independent, multiple testimonials from clients, competitive fees & exceptional value, high quality & timely outputs

TRUSTING CLIENTS

TESTIMONIALS

Below is a small sample of our happy clients 

Laura Keily

Barrister & Founder of Immediation

Pentagon Corporate assisted us with a company valuation, demonstrating clear skill. They were great to work with and I recommend them. Pentagon Corporate also prepared an Information Memorandum and Investor Presentation which were highly valuable in raising capital. The work was very thorough and showed great attention to detail and responsiveness at all times.

Takie Christofides

Mergers & Acquisitions, NAB

Pentagon Corporate assisted me with the valuation of my business, which was very helpful in determining an exit price. The report produced was very detailed, thorough and professional. I was consistently updated on the status of the report with the finished product being ready in a timely manner. I would not hesitate to recommend Pentagon Corporate.

Samuel David

Principal, JosephDavid Lawyers

I engaged Pentagon Corporate for a Family Law dispute. We were provided with timely and reliable information and a very useful, thorough and well presented Company business valuation in a complex financial dispute, which ultimately proved extraordinarily valuable in the resolution of the matter by agreement. I highly recommend Pentagon Corporate's services and will continue to engage them in future matters.