If you are seeking a business valuation in Perth, Benchmark provides clear and independent assessments that help business owners, buyers and advisers make informed decisions. We have worked closely with Western Australian businesses for more than 25 years, giving us a practical understanding of the local market and the factors that influence value across Perth’s key industries. Our role is to provide a well-explained valuation backed by real evidence so you can move forward with confidence.
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 examines your financial results, assets, market conditions and comparable sales to determine what your business may be worth in the current Perth market. Our valuers combine your operating history with local economic data to calculate a fair and realistic figure.
The value of your business is shaped by how the current market is performing and how your business fits into the current market in Perth and the rest of Australia. Key factors, such as cash flow, profits, assets, debts, your industry position, and your potential for growth, all contribute to determining your business’s current value when a comprehensive valuation is done.
Potential investors want to know that your business is profitable, stable, and able to grow in the future before they invest in it. For these reasons, understanding your company’s financial performance is key to presenting it in a good light when you’re selling it.
Your assets, including both physical assets like property or vehicles, and intangible assets such as intellectual property, play a significant role in valuing your business. We can help you determine the value of each asset and include it as part of your overall market value.
It is important to understand how your business compares with others in your industry. A company that performs as well as or better than its competitors is usually in a stronger position when it comes time to sell. This gives you more confidence and a better chance of attracting the right buyer and the right price. Our experienced team will use comparable sales and industry trends to see how your business compares to others like it so that we can give it an accurate valuation.
An independent valuation gives you a clear, impartial view of your business’s value based on verified information. This helps you make decisions with greater certainty and supports stronger discussions with buyers, advisers or financial institutions.
Our valuation process is structured so you always understand what we are working on and what comes next. Before preparing your valuation report, we take time to understand your business, review your information thoroughly and ensure the figure we provide is supported by clear evidence.
We’ll make contact with you to organise a meeting where we can discuss your requirements and expectations for the valuation.
We then provide you with a letter of engagement. This outlines our terms and conditions, and by signing it, you confirm your engagement. It also explains the scope of our services so you know exactly what will be included.
Next, we’ll request the information we need from you, along with an initial payment of 50% of the valuation fee, before we start the formal process.
Once we receive your information, we begin reviewing your financial statements and the key aspects of your business that impact value.
We prepare a draft valuation report for you to review. This gives you the opportunity to ask questions or discuss anything in the report.
After the remaining balance is paid, we provide your final valuation report.
Perth business owners arrange valuations for a wide range of commercial, legal and planning reasons. Whether you are considering a sale, reviewing your business structure, working through tax or family law requirements, or preparing for a major decision, a valuation can give you a clearer understanding of where your business stands.
We offer a wide range of business valuation types to suit your specific valuation needs. This is a list of the valuation types we offer:
Find out more about some of the most common business valuation methods:
With more than 25 years working alongside Perth and regional WA businesses, our valuers bring practical experience and a strong understanding of how local industries operate. Our valuers understand how Perth’s economy, industries and buyer expectations influence business value. We focus on accuracy, transparency and clear communication so you receive a valuation you can rely on.
We review recent sales from Perth businesses that operate in similar sectors and use their financial results, sale prices and market activity as comparison points. This helps us understand how your business sits within the local market and supports a more accurate valuation.
Your financial results indicate how effectively your business generates revenue. As a result, they have a significant impact on valuation. Strong, steady financial performance usually supports a higher value.
We examine what gives your business a competitive edge in the market compared to your competitors. This includes your reputation, customer loyalty, key assets, intellectual property, and how your sales performance compares to others. A business that stands out or leads its industry often receives a higher valuation because it has greater market strength.
Both tangible and intangible assets matter in a valuation. Tangible assets like equipment or property are valued based on the market, replacement cost, or current condition. Intangible assets such as brand names or intellectual property are valued by looking at how much income they may bring in, comparing them with similar assets, or working out their present value.
You need to share a full list of your fixed assets, including property, machinery, and vehicles. You also need to provide details about your current assets, inventory, cash, accounts receivable, and any debts or liabilities. The more information we have, the easier it will be for us to determine an accurate valuation.
Detailed records help us provide you with a more accurate valuation. We’ll need the following documents from you:
We compare your business with others that are similar in size and industry. By looking at their sales results, revenue, and assets, we can see where your company fits in the Australian market. This helps us work out a fair market value for your business.
We always aim to make our formal valuation reports as detailed and easy-to-read as possible. This is what you can expect to find in a formal valuation report:
An appraisal gives a simple estimate of the worth of your business, while an independent valuation is much more thorough and includes evidence, written detail, and proper assessment. If you plan to sell or need to show value to advisers or legal professionals, an independent valuation is far more reliable.
A professional valuation is conducted by trained valuers who adhere to Australian standards and utilise real market data. Firms like Benchmark Business Sales and Valuations employ proper processes to ensure the valuation is fair and accurate. This is important because your valuation indicates your position in the market and the value of your business. If it’s incorrect, you may receive a lower valuation and settle for less when you sell your business.
A valuation would normally be required when a capital gains tax event occurs in your business. This means that you may either sell, transfer, or give an asset to another party, which would trigger the need to pay capital gains tax. A valuation would be done to determine what your tax obligations are.
A certified valuation is necessary when dealing with matters such as business disputes, disagreements between shareholders, estate settlements, or any matter that may be presented to the court. A certified valuation carries more weight because it includes detailed, independent evidence.
Yes, a formal valuation is necessary in situations such as family law settlements, changes in business partners, restructurings, or succession planning. It gives everyone a clear understanding of the figure, making decision-making easier.
Most valuations take around two weeks. Some may take up to four weeks, depending on the size and complexity of your business, as well as the amount of information that needs to be reviewed.
If your records are missing information or do not match, you may need to correct them. When this cannot be done, it may lower the final valuation because there is less reliable evidence to work from.
Yes, a valuation can still be completed. We can use different methods, like discounted cash flow or asset-based approaches. The main requirement is accurate records. If the records are unclear, the valuation will reflect this.
Yes, we can value your business even if the financials are not strong at the moment. The valuation will show the current situation and may indicate that you might need more time to find a buyer. We can also give advice on how to increase your value over time.
We will look at your financials and assets as we would any other valuation, but we would consider the reliance on key staff, the owner, and your customer base as risks. These risks are included in the final valuation because they affect future earning potential.
If you would like guidance on which type of valuation is right for your situation, our Perth team is available to talk you through the process and answer your questions.
We have six offices in five states, and over 50 plus specialised, qualified business brokers on our team