If you are looking for a clear and reliable business valuation in Melbourne, Benchmark provides independent assessments that support owners, buyers and accountants as they make important decisions. We have worked with Victorian businesses across many industries since 1999, and our experience in business sales and valuations gives us strong insight into what drives value in the Melbourne market. Our goal is to provide a well-supported, easy-to-understand valuation so you have a confident understanding of your business and its position.
John Kasapi was recognised as Queensland’s Best Specialist Business Broker for 2020!
John Kasapi was recognised as Victoria’s best Business Broker 2019!
John Kasapi wins the REIV Business Broker of the year 2019!
John Kasapi was the REIQ business broker of the year finalist for 2019!
John Kasapi wins the REIQ business broker of the year for 2018!
John Kasapi was recognised as one of Australia’s best business brokers.
John Kasapi was recognised as one of Australia’s best business brokers
Matthew Hartley was recognised as one of Australia’s best business brokers
Mathew Hartley was recognised as one of Australia’s best business brokers
Ian Salter was recognised as one of Australia’s best business brokers.
Ian Salter was recognised as one of Australia’s best business brokers
Ian Salter was recognised as one of Australia’s best business brokers.
A business valuation involves reviewing your financial results, assets, market conditions and comparable sales to determine a fair market value. We combine your business information with current Melbourne market indicators to help identify what your business may be worth today.
Several factors determine the current market value of a business, with the current state of the market being one of the most significant. Other factors that will influence the worth of your company include cash flow strength, profitability, both short-term and long-term liabilities, your collection of assets, operational structure, your position within the industry, and the future growth potential of your business in its relevant sector. All contribute to shaping its market value.
Buyers look for businesses that demonstrate consistency, stability, and potential for growth and expansion. Understanding how your business performs financially enables you to communicate its strengths clearly, helping potential buyers feel confident in its future prospects.
Both your tangible assets and intangible assets can add meaningful value to your business when included in the sale. Our team works closely with you to determine the value of these assets and accurately incorporate them into your valuation.
Your ability to compete within your industry influences how buyers view your business. If you can demonstrate that your performance either matches or exceeds similar companies, you increase your appeal when preparing to sell. We’ll help you determine your position versus your competitors. This is why we’ll use industry trends and real sales evidence to get the most accurate valuation possible.
An independent valuation provides a clear and objective view of your business’s value, based on verified evidence rather than opinion. This helps give you greater confidence when you are negotiating, planning, or seeking professional advice.
Our valuation process is designed to be straightforward and transparent. Before we prepare your report, we take the time to understand your business, review your information carefully and ensure you know exactly how your valuation will be completed.
We’ll begin with a sit-down to understand your expectations of the valuation and any specific details you’d like to discuss before we start.
You will receive our engagement letter, which outlines our terms, responsibilities, and the scope of our valuation services. Signing this confirms your engagement with Benchmark.
Before the valuation begins, we gather the required information from you and require an initial payment of 50%.
With your documentation in hand, our team reviews your financial structure and the core elements of your business to identify the factors that contribute to value.
A draft version of the valuation is sent to you for feedback and discussion before the final report is prepared.
After receiving the final payment, we provide the completed valuation report with all necessary supporting documents.
Melbourne business owners seek valuations for many different reasons, including planning a sale, meeting tax or legal requirements, restructuring, or preparing for major business decisions. A valuation gives you a clearer understanding of your business’s current standing and supports informed decision-making across commercial and personal situations. Here are some of the most common reasons why you may need to get a business valuation:
Benchmark offers a comprehensive range of valuation services suited to different business needs. Whether you are planning, preparing for legal proceedings, or assessing your asset value, we have a valuation type suitable for your requirements:
Find out more about some of the most common business valuation methods:
With more than 25 years working alongside Melbourne business owners, our team has developed a strong understanding of the Victorian market and the factors that influence business value. We use verified sales data, recognised valuation methods and practical industry insight to provide a valuation that is grounded in real market conditions.
We review recent sales from Melbourne businesses that operate in similar industries and use their financial results and sale outcomes as comparison points. This benchmarking helps us understand where your business sits in the local market and supports a more accurate valuation.
Your financial performance plays a major role in the valuation because it shows how reliably your business can generate income. Strong and consistent results generally support a higher value, while declining or irregular performance may reduce buyer confidence and affect the final figure.
Your competitive strengths are evaluated by examining how your business aligns with the current market. Brand reputation, loyal customers, intellectual property, core assets, sales comparisons, and your overall market position are all evaluated to assess their impact on your competitive advantage.
Tangible and intangible assets are both important parts of the valuation process and may be valued separately before being combined with the final assessment. Tangible assets can be valued based on their market value, replacement cost, or current condition. Intangible assets are assessed by estimating their future earnings, reviewing similar assets in the market, or calculating their present value, particularly when royalty-style payments are applicable.
For an accurate valuation, independent business valuers would need you to provide a complete list of your business’s fixed assets, including property, machinery, and vehicles, along with all current assets, inventory, cash on hand, accounts receivable, and any liabilities your business holds.
Providing thorough and up-to-date records allows us to complete a more precise valuation. We generally request the following items:
We use recent market data and current sales evidence from similar businesses to understand how your business fits within the wider market. By examining indicators such as revenue and asset levels from your competitors, we can identify realistic benchmarks that help determine an accurate and well-supported valuation.
Our valuation reports are designed to be clear, detailed, and easy to follow. They explain the reasoning behind the final value and outline the methods we used to determine your company’s worth. This is what you can expect in a formal valuation report:
An appraisal offers a basic estimate, while an independent valuation provides a detailed and well-documented assessment of your business’s worth. Obtaining expert independent valuations carries genuine authority when dealing with buyers, lenders, advisers, or legal professionals, giving you a far higher level of confidence.
Professional valuation services are performed using recognised Australian standards and reliable market data. This ensures your valuation reflects real Victorian market conditions and provides a dependable figure for legal, financial or commercial use.
A valuation is typically required when a capital gains tax event occurs. This can happen when you sell, transfer, or gift an asset to another party. A valuation would need to be done to see what tax obligations you have based on the value of the business or asset that’s been transferred or sold.
Most commercial disputes, shareholder matters, or estate settlements require a certified valuation to bring clarity and understanding regarding the business’s worth. A certified valuation is also more credible and reliable, particularly when it involves litigation matters and they can often help end drawn out disputes sooner.
Yes, these situations usually require a clear and impartial valuation. Family law settlements, changes in partnership arrangements, business restructures, and succession planning all benefit from a formal valuation that ensures each party understands the business’s true worth.
Most valuations are completed within two weeks; however, the timeframe may be extended depending on the size of your business or the level of information required. More complex valuations may take up to four weeks. If this is the case, our team will keep you informed regarding our progress.
If your financial records are incomplete or inconsistent, it may indicate an error that needs to be corrected. In some cases, this issue is just a document error that could be solved by finding the right documents. Should the information remain unclear or unavailable, we can continue with the valuation, but it can reduce the reliability of the financial evidence you’ve provided and may result in a lower valuation.
Yes, a valuation can still be completed even with irregular trading periods. We can use approaches such as discounted cash flow analysis or asset-based valuations can still be applied. The key factor is accuracy. If your records are unclear or incomplete, the valuation will reflect that uncertainty.
We can value your business regardless of its current profitability. The valuation will represent the business’s present financial health and may indicate that it could take more time to attract suitable buyers. But, to optimise your valuation potential, we can also provide guidance on how to strengthen performance and improve future value.
We can still do your valuation; these elements are treated as part of the business’s risk profile. While we assess your financials and assets as usual, we also consider the level of dependence on key individuals or a limited customer pool. These factors can influence future earning potential and will be incorporated into the final valuation.
We can still do your valuation; these elements are treated as part of the business’s risk profile. While we assess your financials and assets as usual, we also consider the level of dependence on key individuals or a limited customer pool. These factors can influence future earning potential and will be incorporated into the final valuation.
We have six offices in five states, and over 50 plus specialised, qualified business brokers on our team