Due Diligence and Valuation

What types of businesses do you have experience in valuing and undertaking due diligence in relation to?

We provide these services in relation to the purchase and preparation for sale of:

  • Management Rights Businesses
  • Real Estate Agents
  • Restaurants / Cafe's including Franchises
  • Transport Businesses
  • Newsagents
  • Manufacturers
  • Trade Services and Professional Services

 

Do I need a specialised "valuer"?

Not in our opinion. We have worked in conjunction with specialised valuers in specific business areas and found that unfortunately they often do not provide any additional benefit, and yet tend to cost more than a certified practising accountant, cahrtered accountant or public accountant with experience in the area.

If you require assistance in an area that involves a business in which we have limited experience in, we will refer you to another qualified accountant who does have recent experience in the area.

 

Is there any situation where I should ensure I use a CPA, CA or IPA in public practice?

Due Diligence involves assuring the validity of the information about the individual business.

It is not merely a process of applying the business data provided by the business owners accountants or the business owner themselves to benchmarks obtained from an "expert" or specialist in the industry, or a Business Benchmarks publisher.

As a result, in any situation where you are relying on the financial information you have been provided you should use the services of one of the professions trained and certified as currently practising in the area of assuring that the information is correct.

If you are relying on financial information - we recommend you use a qualified practising accountant to assure the validity of the financial information. 

It is highly likely that all large business should be examined in detail by a currently practising professional accountant - regardless of the industry. 

 

Do I need industry specialist advice?

Knowledge of like businesses in the area, or of a number of facts about the history of specific businesses, or the industry, can be useful in considering the relative competitive standing of the business you are considering buying.  

Industry specific financial benchmarks, which are based on data from all over Australia, are published and readily available to assist you to see how a business should be performing on average.

In addition most accountancy firms who've been operating in the area providing these services will have a good knowledge of the relative financial performance of a number of like businesses in the area.

We have experience in providing due diligence and valuation services in a number of business areas for the last 12 years.

It is important to use a qualified public accountancy professional, with experience in the type of business you want to buy, to undertake an accountancy activity to investigate and check the veracity of the businesses financial information and reporting provided.

We offer objective and independent due diligence services advising on the accuracy of a businesses accounts and financial information. We also offer due diligence opinions on the broader business risks to further assist you to consider an appropriate value of the business being considered. 

We're here when you need us.

To request an appointment with an Accounting, Law or Investment Client Service Manager, please fill out the form or Call: 1300 797 858.

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