If you need a dependable business valuation in Sydney, Benchmark offers clear, independent assessments that help owners, buyers and accountants make informed decisions. We have worked with a wide range of New South Wales businesses since 1999, and our long-standing experience in business sales and valuations gives us a strong understanding of what drives value in the Sydney market. Our focus is to provide you with a straightforward, evidence-based valuation so you have a clear picture 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.
5 Alexander Street Crows Nest NSW 2065
A business valuation involves reviewing your financial results, assets, industry conditions and comparable sales to determine a fair market value. By combining your business data with current Sydney market insights, we calculate what your business may be worth in today’s conditions.
The value of your business is primarily determined by the current state of the market and your business’s performance. Elements such as your cash flow, level of profitability, assets, liabilities, market position, and potential for future expansion all contribute to determining the value of your business.
Buyers want to feel confident that the prospective business they’re considering is stable, profitable, and has room to grow over time. Gaining a clear understanding of your financial performance helps present your business as a lucrative and secure investment for future owners.
Both tangible and intangible assets contribute to the overall value of your business if you choose to sell them as part of the transaction. Our team of business valuers can guide you through determining their worth and incorporating these figures into your final market value.
It is essential to understand how your business measures up within your industry. Businesses that hold a strong position compared to their competitors, or that can outperform similar companies, are often in a much better position when they decide to sell.
An independent valuation gives you an objective assessment of your business’s value, based on verified data rather than assumptions. This helps strengthen your position in discussions with buyers, lenders or advisers and gives you greater confidence in the figure you receive.
Our valuation process is designed to be clear and transparent from start to finish. Below is an outline of how we assess your business and prepare your valuation report.
We will meet with you to understand what you hope to gain from the valuation.
You will receive an engagement letter that outlines our terms and conditions. Signing this document confirms that you are formally engaging with Benchmark. This letter also clarifies the full scope of our services.
You will receive a request for the necessary business information along with an invoice for 50% of the valuation fee, which must be paid before we begin.
After receiving your information, our team will start analysing your business by reviewing your financial history and the essential components that influence its value.
You will receive a draft valuation report that you can review and discuss with us before the final version is completed.
Once the remaining payment has been finalised, we will provide you with the completed valuation report.
Sydney business owners arrange valuations for many reasons, including preparing for a sale, meeting legal or tax obligations, restructuring, or planning ahead. A valuation provides clarity around your business’s current position and supports better decision-making, whether the need is commercial, legal or personal. Below are several situations where a valuation may be necessary:
Not every valuation is the same. Benchmark offers several valuation options designed to match the type of report you need, whether you are planning for the next financial year, preparing for a business transition, or reviewing the value of your assets. Our specialists can guide you in choosing the most suitable valuation approach.
Find out more about some of the most common business valuation methods:
For more than 25 years, we have supported Sydney business owners with accurate, data-driven valuations. Our team understands the local market, industry trends and the factors that influence business value in New South Wales. We rely on real sales evidence, recognised valuation methods and practical experience to give you a figure you can trust.
We review sales data from Sydney businesses that operate in similar industries and use their financial performance and sale prices as comparison points. This helps us understand how your business fits into the market and provides a more accurate indication of what buyers may be willing to pay.
Your financial performance shows how reliably the business can generate income, which makes it one of the most influential parts of a valuation. Strong and consistent results generally support a higher value, while irregular or declining performance can reduce buyer confidence and affect the final figure.
Valuers assess your competitive advantage by analysing your position in the market versus your competitors. Is your business competing with others, is it the market leader, or do you struggle to compete with other similar businesses in your industry? We would often examine factors such as brand reputation, assets, sales comparison, customer loyalty, and intellectual property to determine your position in relation to your competition.
Tangible assets may be valued using current market rates, replacement costs, or adjusted values that take into account wear and age. Intangible assets rely on projected earnings, market comparisons, or the estimated return from royalty arrangements to determine their worth.
You should provide information about all fixed assets, such as equipment, vehicles, and property, along with current assets, cash, inventory, accounts receivable, and liabilities. The more information you’re able to give us, the more evidence we have to provide you with an accurate valuation.
To ensure that we can calculate your valuation accurately, we would need these documents from you:
We analyse sales data from businesses that operate in similar markets and use their performance metrics as a benchmark against your company. This gives us more insight into where your business fits in the current market and whether it is worth more or less than your competitors.
Our formal valuation reports are designed to be as detailed and transparent as possible to ensure that you can understand how your business was valued and why we arrived at the figure we did. These are some of the details that you will find in a valuation:
Appraisals only offer an estimate of what your business is worth, while an independent valuation provides a far more comprehensive analysis, with more accurate pricing and greater credibility if you choose to sell your business.
Professional valuations follow recognised Australian standards and are performed by our qualified experts who rely on verified data. Qualified business valuation services are vital because they give you more accurate and reliable insights into your business’s market value, and they offer you more credibility if you choose to sell.
You may need a valuation when a CGT event occurs, such as the sale, transfer, or gift of an asset. These actions often require a valuation to determine your tax obligations.
Certified valuations are commonly required for shareholder disputes, commercial disagreements, estate issues, and any matter involving legal proceedings.
In most cases, yes. Matters such as family law, restructuring, or partnership changes typically require a valuation to ensure that all parties have a clear understanding of the company’s worth.
Most valuations are completed within two weeks. More complex cases may take up to four weeks. We’ll give you an estimate and keep you updated so you know what to expect.
In situations where your financial information is incomplete or inconsistent, we will provide you with time to correct it. Unfortunately, if you’re unable to, your valuation may indicate a lower value due to the lack of evidence.
Yes, a valuation can still be carried out even when trading has been inconsistent. We can use different methods to value your business, such as discounted cash flow or asset-based approaches, to account for the irregularities. However, irregular trading will influence the final figure, as the valuation must reflect both current performance and any underlying risks.
Yes, a valuation can still be completed even if the business is not profitable or has experienced a downturn in its financial performance. The valuation will reflect the business’s current financial condition, the impact of recent performance, and the potential for future recovery. We can sit with you to create a strategy to improve your business’s financial performance before you sell, ensuring you receive a better valuation.
These businesses may be considered higher risk because they depend heavily on a small group of people or customers. In these cases, we will assess the potential impact on future earnings if any of these key individuals or clients were to leave. This risk is then factored into the valuation, ensuring that the final figure reflects both the strengths of the business and the vulnerabilities associated with its structure.
If you are unsure which type of valuation best suits your situation, our Sydney team can guide you through your options and help you get started.
We have six offices in five states, and over 50 plus specialised, qualified business brokers on our team
166 Ashmore Rd,
Benowa QLD 4217
1015 Wynnum Rd,
Cannon Hill QLD 4170
7/8 Clive St
West Perth WA 6005
80 Market St,
South Melbourne VIC 3205
24/213 B26,
Eastwood SA 5063
5 Alexander St,
Crows Nest NSW 2065
