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Client · undisclosed
Valuation · Business Equity – a unit trust with a shareholders agreement
Location · Melbourne & Adelaide
Purpose · Stamp Duty
Asset · Wholesale meat wholesaling business turning over circa $50m
Comment · Valuator was engaged by a multi-national to provide a Market Value opinion pursuant to a shareholder wishing to exit the business.
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Client · undisclosed
Valuation · Intangible Assets
Location · Sydney
Purpose · Stamp Duty on resultant asset allocation & financial reporting
Asset · Meat wholesaling & distribution business
Comment · A multi-national engaged Valuator to identify and determine the Fair Value ( for asset allocation & financial reporting purposes) of certain intangible assets (websites, brands, trademarks, contracts & goodwill) acquired in a recent $A45m acquisition pursuant to AASB13 & AASB3 of the Accounting Standards.
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Client · undisclosed
Valuation · Business Equity
Location · Sydney
Purpose · Market Value of a minority interest to assist shareholder exit negotiations
Asset · Building and construction company
Comment · Valuator was engaged to provide an opinion of the value of the equity of the business to assist negotiations and to facilitate and exit value for a family shareholder.
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Client · undisclosed
Valuation · Business Equity
Location · Sydney, Brisbane & Perth
Purpose · Stamp Duty
Asset · A private company, established in 1980, which specialises in the sales and service of alcohol and drug testing equipment around Australia.
Comment · Valuator received instructions to value the business (including other assets) of an importer and retailer of alcohol and drug testing equipment with offices in Sydney, Brisbane and Perth. The value of the issued equity was determined for Stamp Duty purposes.
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Client · Fairfax Lawyers
Valuation · Business
Location · A major shopping centre in Sydney.
Purpose · Litigation Support
Asset · A 280 seat restaurant business.
Comment · Valuator was engaged to provide a business valuation to assist the Court in the resolution of a shareholder dispute.
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Client · Commins Hendriks Lawyers
Valuation · Business
Location · South Coast, NSW
Purpose · Litigation Support
Asset · Retail Butchery Business.
Comment · Valuator was engaged to provide a business valuation to assist the Court in the resolution of a shareholder dispute.
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Client · undisclosed
Valuation · Equity
Location · Sydney
Purpose · Divestment strategy
Asset · A private company, established in the early 1980’s, providing pet boarding services.
Comment · Valuator received instructions to provide a market value valuation of the equity of the company owning business (together with associated land and buildings), to provide the owners with an independent value of their assets to assist with their retirement strategy plans.
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Client · undisclosed
Valuation · Equity
Location · Sydney
Purpose · Family restructure
Asset · A private company, providing building & rectification services.
Comment · Valuator received instructions to provide a range of possible market values of the equity under various business scenarios.
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Client · undisclosed
Valuation · Equity
Location · Sydney
Purpose · Family law Support
Asset · A retail butcher shop owned by a sole trader.
Comment · Valuator was engaged to provide a business valuation to assist the Court in the resolution of a family law dispute /settlement.
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Client · undisclosed
Valuation · Business Equity
Location · Melbourne & Sydney
Purpose · Market Value of a minority interest to assist shareholder exit negotiations (including shareholder agreement & different classes of equity)
Asset · Entertainment industry service company
Comment · Valuator was engaged to provide an opinion of the value of the equity of the business to assist negotiations and to facilitate and exit value for a minority shareholder.
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Client · undisclosed
Valuation · Business Equity
Location · Sydney
Purpose · Market Value of a sole trader to assist with a possible family restructure.
Asset · Glazing business
Comment · Valuator was engaged to provide an opinion of the value of the equity of the business to assist in identifying considerations necessary for a potential legal restructure.
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Client · undisclosed
Valuation · Business Equity (group of related companies)
Location · North Queensland
Purpose · Market Value of a group of interrelated entities to assist with a possible exit strategy. .
Asset · Engineering Group
Comment · Valuator was engaged to provide an opinion of the value of the equity of the group business to assist in identifying considerations necessary for a potential sale. Valuator was also engaged to facilitate a strategic review of the business (to inter alia determine a SWOT analysis, identifying strategic critical success factors & action items ) & thereafter compile a comprehensive information memorandum and facilitate the sale (exit strategy) process.
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Client · undisclosed
Valuation · Business Equity
Location · Campbelltown, NSW
Purpose · Market Value of a family owned private company for possible family restructuring reasons.
Asset · Fire Safety & related Essential Services Business.
Comment · Valuator was engaged to provide an opinion of the current value of the equity of the business and to assist in identifying areas of potential operational improvement (to further facilitate an increase in the value of the business).
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