Independent Business Valuation is part of Valuation Group

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Independent business valuation, Australia-wide. Know what your business is worth at 30 June 2027.

Independent valuations of Australian businesses for owners, accountants and advisers navigating the CGT changes.

Get a Valuation Quote Call 0433 475 518Accountant Partner Program

$999 + GST fixed, 2 to 3 business days*

Fixed fee, full valuation report
$999+GST
Business days, turnover under $2 million
2 days*
Business days, turnover $2 million to $10 million
3 days*
Scope and fee confirmed before we start
In writing

Delivery time starts once payment and all required information have been received, and pauses while we wait for answers to our questions or your signed representation letter.

Fixed fee, confirmed in writing before we start. No hourly billing and no surprises.

01What we value

Valuations for every kind of ownership change.

One business or one interest, valued properly, explained plainly. Each service has its own page and its own scope.

All valuation servicesOur guide to business valuation in Australia

What makes a business valuation independent.

Independent means the valuer has no stake in the number. Our fee is fixed in writing before we see the figures and does not move with the result. We are not paid on the outcome of a sale, we do not act as your advocate in a negotiation, and we do not prepare your tax return. That separation is what lets other people, such as your accountant, a buyer or a co-owner, read the report as a reasoned opinion rather than a negotiating position.

What an independent business valuation covers

Value is a judgement. Ours comes with the reasoning.

About us

Independent Business Valuation is part of Valuation Group. We value businesses and business interests, separately from your accountant and your advisers, and we set out the method, the evidence and the key assumptions behind every number.

We do not give tax, legal or financial advice. Your advisers use our report; they decide what it means for you.

About us

02The valuation date

A value fixed at one date. A report prepared once the records are in.

A valuation as at 30 June 2027 is prepared after that date, once your records to 30 June 2027 are available. You can book your place now.

  1. Now

    Reserve your place.

    Tell us about the business. Scope and fixed fee confirmed in writing before anything starts.

  2. 30 June 2027

    The valuation date.

    Market value just before the 1 July 2027 CGT changes.

  3. After

    Your report is prepared.

    Once your records to 30 June 2027 are in, we prepare, review and issue your report.

03Fees

One fixed fee. Confirmed in writing.

No hourly billing. The fixed fee applies once we confirm the interest, purpose, structure and records fit the fixed-fee scope. Anything outside it is quoted in writing before we start.

Full valuation report

$999 + GST, fixed

  • One business or ownership interest
  • The agreed subject, date and purpose
  • Method, supporting analysis and key assumptions
  • Checked against your documents before your report is issued
  • Annual turnover under $10 million
Delivery time by annual turnover
Annual turnoverDelivery
Under $2 million2 business days*
$2 million to $10 million3 business days*

*Delivery time starts once payment and all required information have been received, and pauses while we wait for answers to our questions or your signed representation letter.

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Accountant partners

$999+ GST, the same fixed fee

  • Priority scheduling around 30 June 2027
  • Batch handling for several clients
  • Consent-based status updates
Accountant Partner Program
Complex valuations

Quotedin writing, before we start

Turnover over 10 million dollars, groups of entities, several interests or disputes. Scoped and quoted in writing before we start, once we understand the structure, the interests and the records.

Ask for a quote

Fixed fee, confirmed in writing before we start. No hourly billing and no surprises. Each additional valuation date $495 + GST. Each additional entity or interest $795 + GST. Quoted in writing for complex matters. How the fixed fee works

Exhibit 1

Fees for a full valuation report, annual turnover under $2 million.

Our fixed fee against the published fees of two other Australian providers for the same kind of report and the same turnover band.

SourcePublished fees for a full valuation report for a business with annual turnover under $2 million, from the two Australian providers we found that publish a fee for that band. Fees as published by each provider, read 13 October 2026. One provider's page does not say whether GST is included. Providers are not named and are not part of Valuation Group.

04CGT 2027

30 June 2027 matters. Understand what your business was worth.

From 1 July 2027 the 50% CGT discount for individuals, trusts and partnerships generally gives way, for growth from that date, to cost base indexation, and Australian resident individuals generally pay at least 30% tax on those capital gains, including gains that reach them through a trust or partnership. Growth up to 30 June 2027 can generally keep the discount. Your tax adviser decides how the 30 June 2027 figure is set.

Fine-line outline of Australia
AustraliaOne valuation date

04.1

The discount changes.

From 1 July 2027 the 50% CGT discount for individuals, trusts and partnerships generally gives way, for growth from that date, to cost base indexation, and Australian resident individuals generally pay at least 30% tax on those capital gains, including gains that reach them through a trust or partnership. Growth up to 30 June 2027 can generally keep the discount.

04.2

Not everyone needs a valuation.

Australian resident individuals and trusts with at least one beneficiary who could make a discount capital gain are generally treated as selling and buying back their assets at market value just before 1 July 2027. A valuation is one way to show that value. The Government is also preparing an apportionment method that some owners may be able to choose instead; it was still a draft in October 2026. Companies sit outside this rule, except for assets held since before 20 September 1985. Your tax adviser decides.

04.3

Records made now are better evidence.

A value as at 30 June 2027 rests on the records to that date. Keep them, and book your valuation early.

Could 30 June 2027 matter for you?

Five quick questions. No names or contact details. General information only, not tax advice.

Question 1 of 5: Who owns the business?

Whoever holds the business assets, or the shares or units in it. Sole traders: choose me personally.

General information about the 1 July 2027 CGT changes, not tax advice. We value businesses and business interests; your tax adviser applies the law to your circumstances.

Get a Valuation Quote

General information only, not tax advice. A valuation is one option, not a legal requirement for every business. No valuation can guarantee acceptance by the ATO or a court. We prepare a reasoned, documented report you and your adviser can rely on. Read the CGT 2027 guide

04.4Exhibit 2

The value at 30 June 2027 divides the gain.

Drag the point on the date line. The higher the value at 30 June 2027, the more of the growth sits on the earlier side of the change.

30.06.2027AcquiredFrom 1 July 2027Future saleTo 30 June52% of gainFrom 1 July48% of gainCost baseVALUE AT 30 JUNE 2027

52%of the gain

Growth to 30 June 2027

Can keep the 50% discount, for individuals, trusts and partnerships.

48%of the gain

Growth from 1 July 2027

Indexation, and generally a 30% minimum tax for resident individuals.

Illustration only, not tax advice and not your numbers. Companies are treated differently. A market valuation may set the 30 June 2027 figure; a permitted apportionment method, still in draft at the time of writing, may be another way. Your tax adviser decides which suits.

04.5The 2027 briefing

The CGT 2027 change, explained plainly.

All resources
CGT 20279 min readThe 1 July 2027 CGT changes: what business owners should knowThe 50% CGT discount is not switched off overnight: for individuals and trusts it generally covers growth up to 30 June 2027 and stops there. A plain-English guide to the new law, with round-number examples.CGT 20278 min readValuation or apportionment: two ways to work out the 30 June 2027 amountMarket value or the draft apportionment method: how each sets the 30 June 2027 amount, where they part ways, and why the choice can wait.Ownership structures8 min readCompany, trust or partnership: what exactly is being valued?The business, the entity that owns it and your interest in that entity are three different things. What a valuer values in each structure, and why it changes the scope and the fee.CGT 20277 min readPreparing your records for a 30 June 2027 valuationAn item by item records checklist for owners and accountants, and why records made at the time beat anything rebuilt years later.Tax7 min readMarket value at 30 June 2027: what a CGT valuation must showWhat market value means when a business or shareholding is valued as at 30 June 2027: the hypothetical sale, one date without hindsight, and the evidence that makes the figure stand up.

05Our process

How it works. Three steps.

Scope and fee first, in writing. Your documents through a private link. A report you can read.

  1. Tell us about your business.

    A few quick questions online. We confirm the scope and your fixed fee in writing before anything starts.

    Scope and fee in writing

  2. Securely provide financial information.

    Upload through the private link on your matter. Never by email, and never through this website.

    Private upload link

  3. Receive your professionally prepared valuation.

    Prepared and signed by a suitably qualified business valuer at Valuation Group, checked before it is issued, and explained in plain English.

    2 to 3 business days*

No hourly billing. One fixed fee, confirmed before we start.

*Delivery time starts once payment and all required information have been received, and pauses while we wait for answers to our questions or your signed representation letter. Our process in detail

06For accountants

Business valuations for your clients, independent of your firm and without the administrative burden.

The same $999 + GST fixed fee for your clients, with priority scheduling around 30 June 2027, batch handling and consent-based status updates. You keep the client relationship and the tax advice.

The fixed fee applies once we confirm the interest, purpose, structure and records fit the fixed-fee scope. Anything outside it is quoted in writing before we start.

  • One defined fixed fee
  • Clear engagement scopes
  • Secure information collection
  • Consent-based status updates
  • National service
  • Batch handling for several clients
Accountant Partner Program Bulk valuations
Partner view, illustration
Matters4
Fee each$999
Valuation date30.06.27
Client matterInterestStatus
Client ATrust, 100%Issued
Client BShares, 50%In review
Client CPartnershipRecords in
Client DShares, 100%Scoped
Status updates shared only with client consent.

07Questions

Questions owners ask.

Straight answers. If yours is not here, call 0433 475 518.

How much does a business valuation cost?

One fixed fee of $999 + GST for a full valuation report on one business or ownership interest with annual turnover under $10 million. Groups of entities, several interests, disputes and larger businesses are quoted in writing before we start. Fixed fee, confirmed in writing before we start. No hourly billing and no surprises.

How long does a valuation take?

2 business days for turnover under $2 million, and 3 business days for turnover $2 million to $10 million. Delivery time starts once payment and all required information have been received, and pauses while we wait for answers to our questions or your signed representation letter. Tell us your deadline and we will tell you on the call whether we can meet it.

What information do you need?

Usually the last three years of financial statements and tax returns, recent management accounts, the ownership structure and a short description of the business, its customers and its people. We confirm the exact list when we scope the work. Financial documents come only through the secure upload link on your matter, never by email.

Can you value shares in a private company?

Yes. We value the business inside the company first, then the shares, taking into account the size of the holding and any rights or restrictions in the constitution or shareholders agreement.

Can I get a valuation as at 30 June 2027?

Yes. A valuation as at 30 June 2027 is prepared after that date, once your records to 30 June 2027 are available. You can book your place now. Before then we can confirm the scope and the fee, and help you get the records in order with your accountant.

Is a CGT valuation needed for every business?

No. The transitional rule applies to Australian resident individuals and trusts with at least one beneficiary who could make a discount capital gain, including individuals through a partnership. Companies are outside it, except for assets held since before 20 September 1985, although shareholders who are individuals or trusts may be caught on their shares. Market value just before 1 July 2027 is the default. The Government is preparing an apportionment method that may be available instead, but it was still a draft in October 2026. The small business CGT concessions continue where the conditions are met. Whether a valuation suits you is a question for your tax adviser.

What is the difference between a valuation and a calculation engagement?

A valuation engagement is a full analysis of the business with a reasoned conclusion of value. A calculation engagement is narrower: the valuer applies procedures agreed with you, which generally do not cover everything a full valuation requires, so the result may differ from a full valuation. A calculation is never marketed as a full valuation report: we say which one you are getting before you engage us.

Know the number, and the reasoning behind it.

Tell us what the business does, why you need the valuation and roughly what it turns over. We confirm the scope and the fixed fee in writing before anything starts.

Get a Valuation Quote Call 0433 475 518

Mon to Fri, 9am to 5:30pm AEST. valuations@valuationgroup.au

$999 + GSTFixed fee, full report

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