Checklists and reference.
The documents to gather for an agency, a rent roll or an insurance book, what a report includes, the terms you will meet, and how to choose an agency valuer.
Agency valuation document checklist
The core documents every valuation needs, the extra records for each kind of agency, and how to prepare them so work can start sooner. Fixed fees from $1,495 + GST.
Agency valuation glossary
Rent roll, trail income, clawback, maintainable earnings, capitalisation rate and more: the words that appear in agency valuations and sale contracts. Fixed-fee valuations from $1,495 + GST.
Choosing an agency valuer
Who can value a business in Australia, what independence looks like, the questions worth asking, and when you need a written report rather than an appraisal. Fixed fees from $1,495 + GST.
Insurance Book Data Checklist: What a Valuer Needs
Use this checklist before you order a valuation of a general insurance book or brokerage. A book with annual recurring income under $2 million is valued for a fixed $1,495 + GST.
Rent roll data checklist
Most of it runs straight from your trust accounting system. You need nothing to enquire, and a missing item rarely stops the work.
What our report includes
Purpose, valuation date, basis of value, normalised earnings, methods, range and conclusion, assumptions and an independence statement, in a signed written report. Fixed fees from $1,495 + GST.
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