Expert Business Valuations for Change of Entity Transactions
Changing the structure of a business can have significant taxation, legal and commercial implications. Whether transitioning from a sole trader to company structure, transferring ownership into a family trust, restructuring a partnership, or undertaking succession planning, obtaining an independent business valuation is often essential.
At BRV Business Valuations, we provide professional and independent business valuation services for change of entity purposes across a wide range of industries throughout Australia.
Our valuation reports are prepared with careful consideration of:
- market value requirements
- taxation implications
- CGT rollover provisions
- related party transfers
- stamp duty considerations
- shareholder interests
- family business restructures
- asset protection strategies
When Is a Change of Entity Valuation Required?
A business valuation may be required when:
- transferring a business into a company
- moving assets into a discretionary or family trust
- restructuring ownership between related parties
- changing partnership interests
- undertaking succession planning
- implementing tax-effective restructuring
- separating business divisions
- transferring goodwill or intellectual property
- undertaking estate planning
- preparing for retirement or sale
Independent valuation evidence is often critical for accountants, solicitors, the ATO, family groups and other stakeholders.
Independent and Defensible Valuation Reports
Our reports are prepared independently and supported by recognised valuation methodologies, including:
- capitalisation of future maintainable earnings
- discounted cash flow analysis
- net tangible asset assessments
- market-based valuation approaches
We assess:
- goodwill
- maintainable earnings
- owner dependency
- industry risk
- future profitability
- working capital requirements
- intangible assets
- customer concentration
- business structure risks
Every valuation engagement is tailored to the specific circumstances of the entity restructure or ownership change.
Experienced Across a Wide Range of Industries
We have experience valuing businesses and professional practices including:
- medical practices
- dental practices
- pharmacies
- accounting firms
- legal practices
- trades businesses
- manufacturing businesses
- transport operators
- hospitality businesses
- childcare centres
- rent rolls
- professional service firms
This broad industry experience allows us to provide commercially realistic and practical valuation advice.
Why Choose BRV?
Since 1986
Extensive experience in business valuation and advisory services across Australia.
Independent Advice
Objective valuation reports prepared independently for restructure and compliance purposes.
Commercially Focused
Practical valuation analysis reflecting real-world market conditions and business risk.
Australia Wide Service
Advising clients, accountants and solicitors throughout Australia.
Confidential Process
Professional and discreet handling of sensitive business and financial information.
Business Restructure Valuations and Taxation Considerations
Entity restructures can trigger important taxation issues, including:
- Capital Gains Tax
- small business CGT concessions
- Division 7A considerations
- goodwill transfers
- market substitution rules
- related party transactions
- asset rollover relief
An appropriately prepared independent valuation can assist in supporting market value assumptions and documenting the commercial basis of the restructure.
We recommend business owners obtain professional accounting and legal advice in conjunction with valuation advice prior to implementing any restructure.
Speak With an Experienced Business Valuer
If you require a business valuation for change of entity purposes, contact Lee Goldstein at BRV Business Valuations for a confidential discussion.
Call 0414 252 032 to discuss your requirements.