Agencies, rent rolls and client books we value.
Real estate agencies and rent rolls, strata managers, buyers agencies, insurance brokerages and underwriting agencies, mortgage broking books, advice practices, marketing, digital and creative agencies, recruitment and labour hire, travel agencies, customs brokers and freight forwarders. Each page explains what drives value for that kind of agency.
Which kind of agency is yours?
Start your agency valuation
$1,495+ GST
The Small Business Valuation is one fixed fee. We confirm it in writing before any work starts, and it never depends on the value we conclude.
The whole agency’s total annual turnover, excluding GST. Valuing only its rent roll? Tap Rent roll.
Your report in 2 business days. Delivery time starts once payment and all required information have been received.
Begin my valuationYou need no documents to begin.
Rather talk it through first? Call 0433 475 518
17 agency types in 4 sectors
Real estate and property
- Real estate · Sales and property management
Real estate agency valuation
For principals selling, buying into or restructuring an agency, or its shares or units. Fixed fees banded on the agency's total annual turnover, from $1,495 + GST under $2 million. - Real estate · Rent rolls
Rent roll valuation
For agencies buying or selling property management rights, restructuring, or settling a partner exit. Banded on the rent roll's annual management income, from $1,495 + GST under $2 million. - Real estate · Commercial and industrial
Commercial rent roll valuation
For agencies buying, selling or restructuring commercial, retail and industrial managements. Banded on the managements' annual management income, from $1,495 + GST under $2 million. - Real estate · Holiday and short-stay letting
Holiday rental rent roll valuation
For holiday letting agencies, short-stay managers and resort letting businesses. Banded on the roll's annual management income, from $1,495 + GST under $2 million. - Strata · Owners corporation and body corporate management
Strata management business valuation
For strata, owners corporation and body corporate managers selling, merging, buying a portfolio or bringing in a partner. From $1,495 + GST where revenue is under $2 million. - Real estate · Buyers agents and advocates
Buyers agency valuation
For buyers agents and buyers advocacy businesses selling, taking on a partner, restructuring or bringing staff into equity. From $1,495 + GST for turnover under $2 million.
Insurance, lending and advice
- Insurance broking · Client books
Insurance Brokerage Valuation: Broking Businesses and Client Books
Fixed-fee valuations of general insurance broking businesses and client books for book sales, principal exits, buy-ins and authorised representative transfers. From $1,495 + GST where annual recurring income is under $2 million. - Underwriting agencies · MGAs
Underwriting Agency Valuation: MGAs, Binders and Capacity
For sales, buy-ins, founder exits and new shareholders in underwriting agencies and managing general agents. Fixed fee set by your agency's own annual revenue, from $1,495 + GST under $2 million. - Mortgage broking · Trail books
Mortgage Broking Business Valuation: Trail Books and Broking Firms
For trail book sales, broker exits, buy-ins and aggregator moves. Fixed fee set by the book's annual recurring income or the firm's turnover, from $1,495 + GST under $2 million. - Financial advice · Client books
Financial Advice Practice Valuation: Client Books and Advice Firms
For practice sales, book purchases, partner exits, buy-ins and licensee moves. Fixed fee set by the book's annual recurring income or the practice's turnover, from $1,495 + GST under $2 million.
Marketing, digital and creative
- Marketing · Advertising · Media · PR
Marketing Agency Valuation
Retainers against projects, client spread and who holds each account, valued on fees rather than media spend. - Web · Development · SEO · Performance · Social
Digital Agency Valuation
Support, hosting and SEO retainers weighed against one-off builds, platform reliance and the technical lead. - Branding · Design · Content · Video
Creative Agency and Studio Valuation
Repeat clients, content retainers, the copyright the studio owns and how much rests on the founder's name.
People, travel and trade
- Permanent · Contract · Temporary recruitment
Recruitment Agency Valuation
Permanent placement fees and contractor margin valued as two income streams, with consultant tenure tested. - Labour hire · On-hire staffing · Licensed providers
Labour Hire Business Valuation
The margin between host charges and worker costs, host concentration and the state licences it depends on. - Retail · Corporate · Wholesale travel
Travel Agency Valuation
Booking, supplier and override income the agency keeps, never the total travel sold, plus corporate accounts. - Customs brokers · Freight forwarders
Customs Broker and Freight Forwarder Valuation
Clearance fees and freight margin, never the duty and carrier charges passed through, and licensed nominees.
Talk to a valuer
Tell us what you need valued.
A short call confirms the package, the fixed fee and the delivery date for your agency, rent roll or book, before you commit to anything.
0433 475 518Mon to Fri, 9am to 5:30pm Melbourne time
Send the form and we reply with the package and fixed fee. No documents needed to start.
Small Business Valuation
$1,495 + GST
For an agency, rent roll or book with annual revenue of what is valued under $2 million. A written report, delivered in 2 business days. Delivery time starts once payment and all required information have been received. The fee is fixed in writing before we start and never tied to the value we reach.
Larger agency or book? Tell us in the form and we recommend the right package. All fees