BUSINESS VALUATIONS

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BUSINESS VALUATION SERVICES

Pentagon Corporate specialises in business valuation services for a range of purposes, ranging from small business, to SMEs and large national and international businesses. Our business valuation reports are provided for a 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 investments and capital raisings. This also includes business valuations for management buy outs and management buy ins.
  • Business valuations for disputes including shareholder disputes, partnership disputes, mediation and commercial 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.
  • Intellectual property (IP) valuations.

BUSINESS VALUATION
INDEPENDENT EXPERT

Pentagon Corporate is often engaged to provide independent business valuation reports or business valuation expert reports, engaged either as a single expert / joint expert or as a shadow expert. All of our reports are conducted as 100% independent engagements, whether we are engaged directly by the business, engaged by an account on behalf of the business or engaged by a lawyer on behalf of the business.

We approach each engagement in the same professional manner, whereby the three main components of our business valuation reports or business valuation expert reports include financial analysis, company & industry research and a detailed understanding of the business (‘looking under the hood’). We develop a tailored list of queries for each business (generally after analysing the financials) and work with clients to gather responses in the most efficient manner. A detailed and thorough understanding of the business is a critical part of an independent business valuation and is a characteristic of expert skills.

HOW IS A BUSINESS VALUED?

A business valuation requires an in-depth understanding of the business, along with a large amount of financial analysis and research, including industry and competitor research.

A high degree of experience and skill is required to value a business as every business is unique and not as homogenous or comparable as property. 

Pentagon Corporates uses the 5 business valuation methods and approaches for each business valuation, regardless of whether it is a small business valuation, medium or large business valuation. There is no such thing as a simple business valuation formula or business valuation calculator as the engagement requires a detailed understanding of the business, the industry, operating conditions, strategy and a number of other factors. Additionally, a high level of experience and skill is required to make an assessment of value based on the research, analysis and relevant facts, which are specific to each case. 

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

AREAS WE SERVICE

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.