How do accountants refer clients for a business valuation?

Pick the route that fits your volume

The three routes differ in volume, not in the work: whichever you use, Independent Business Valuation prepares the same full valuation report.

One client, step by step

1. 01Decide with the clientWhether a valuation suits is your call as their adviser. Some clients may use an apportioning method instead, once it is finalised, and a company’s own assets are generally outside the 30 June 2027 rule, except assets it acquired before 20 September 1985.
2. 02Send the referralGet the interest right. A client's 40% shareholding is a different engagement from the whole business the company runs.
3. 03We scope it with the clientWe confirm interest, purpose, structure and records, then put scope and fee in writing. The client usually engages and pays us directly.
4. 04Records through the secure linkThe client, or your office with consent, uploads records through the secure link on the matter. Never by email.
5. 05Draft, then finala suitably qualified business valuer at Valuation Group prepares the valuation. After a factual check of the draft, the client signs a representation letter and the final report issues.

Client consent comes in two layers

First, the client agrees to be referred, so you can pass us their name and contact details. Second, and separately, written consent for your firm to see their matter, documents and report. Without it we deal only with the client, even if you made the referral.

That can feel formal with a client of decades, but it protects you too: if anyone later asks who saw what, the answer is on the matter. Check your own professional obligations on disclosing any referral arrangement.

Partner program and bulk batches

Partners pay the same fixed fee as any client: $999 + GST for an eligible engagement. 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. A signed partner agreement adds service, not a discount: priority scheduling, batch handling and status updates where the client consents. We pay no referral fees or commissions, so the valuation stays independent of the referring firm.

For a batch, you send an anonymous summary and we return a written batch letter: one line and fee per engagement, and a delivery schedule in waves. Each client still gives their own consent and uploads through their own link.

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. Partners and batches can reserve places now, so each matter starts once the accounts are final.