Owners going through separation
Understand what a valuation would involve for your business before anything starts.
Which report fits?
A free 15-minute consultation about your business.
Before you choose a report, talk it through. A short call with the practice about the business, what the valuation is for and which report fits. No cost, no obligation. Based in Double Bay, Sydney, and working with clients and their advisers across Australia.
In fifteen minutes
What the call covers
01.
Which report fits
Whether your matter points to a Settlement Valuation for negotiation and mediation, or a Family Law Expert Valuation for proceedings, and what each one is prepared for.
02.
The records a valuation relies on
What a valuer needs, in what form, and what can be done when a record is missing or held by the other party.
03.
The fixed fee and timing
What the Settlement Valuation and Family Law Expert Valuation fixed fees include, the target turnaround after payment and complete records, and what would sit outside the fixed fee.
04.
What happens next
The conflict check, the written scope and how the engagement starts, so you know the path before you commit.
What it is not
- It is not a valuation. No figure or range is given on the call; a value comes from the records and the analysis in a report.
- It is general information about the process, not legal advice. Your lawyer advises on the appointment and on how a report may be used.
- It creates no engagement. Work begins only when you accept a written engagement letter or quotation and the fee is paid.
- The conflict check comes before your matter is discussed in detail, so the call stays with the business and the report options.
Built for the first conversation
Who it is for
Former partners of a business owner
Understand what can be valued, what records matter and what to ask your lawyer to obtain.
Lawyers, mediators and accountants
Scope a referral: the interest, the date, the intended use and the report that fits, before instructions are drafted.
Before you book
Questions about the consultation
Is the consultation really free?
Yes. 15 minutes, no charge and no obligation. If you decide to proceed, the fixed fee is confirmed in writing first, in our engagement letter or quotation.
Will you tell me what my business is worth on the call?
No. A value comes from the records and the analysis set out in a report, and the report is what can be relied on and tested. The call is about which report fits, what it relies on and what it costs.
Can my lawyer or accountant join the call?
Yes, and it often saves a second conversation. Tell us in the request who will be on the call and, if you prefer, ask your adviser to make the request.
What should I have ready?
A sentence on what the business does, how it is owned (company, trust, partnership or sole trader) and roughly what it turns over, plus what the valuation is for. No documents are needed for the call.
Do you need the other party's name for the consultation?
Not for the call, which stays with the business and the report options. The conflict check needs the other party's name and, if known, their solicitor before your matter is discussed in detail. We ask for them when we call; if you act for one of the parties, the confidential enquiry form has fields for them.
Does the call replace the enquiry form?
No. The confidential enquiry form is how you ask for your written fixed-fee quote, and the conflict check follows on the call. You can talk first and enquire after, or enquire first and use the call to settle a question. Either order works.
Ready to talk it through?
Tell us when to call and we phone you during business hours. If you already know which report you need, go straight to the confidential enquiry. Or call 03 8375 4177 or request a call back. Phone hours are 8am to 6pm, Monday to Friday (Sydney time).
