Agency valuations, by purpose.
Independent written valuations of agencies, rent rolls and client books for a sale or purchase, a partner change, tax and CGT, a dispute or finance. Fixed fees from $1,495 + GST, set by the annual revenue of what is being valued.
What do you need it for?
Not sure? Take the 30-second quizStart 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
Not sure which valuation you need?
Question 1 of 3
What's happening?
11 valuations in 4 groups
Selling or buying
- Selling · Agencies and client booksValuing an agency, rent roll or client book before you sellAn independent written valuation of the agency, rent roll or client book you plan to sell. Fixed fee: $1,495 + GST where the revenue being valued is under $2 million, delivered in 2 business days.
- Buying · Price check and due diligenceValuing an agency, rent roll or book before you buyA written valuation that tests the seller's numbers, the income you would keep and the deal terms. Fixed fee: $1,495 + GST where the revenue being bought is under $2 million.
- Deal terms · Earn-outs and retentionEarn-outs, retention clauses and clawbacks in agency dealsAn independent valuation of the agency, rent roll or book, and what each party can expect to pay or receive under the deal's terms. Fixed fee: $1,495 + GST where the revenue being sold is under $2 million.
- Finance · Acquisition lendingValuations for lenders when financing an agency acquisitionAn independent market valuation of the agency, rent roll or client book you are financing, scoped to your lender's written request. Fixed fee: $1,495 + GST where the revenue being bought is under $2 million.
Owners, partners and staff
- Partners and shareholders · Exits and buy-insPartner and shareholder exits, buy-ins and buy-sell agreement valuationsIndependent valuations of an owner's interest in an agency for exits, buy-ins and buy-sell agreements. Fixed fee: $1,495 + GST where the agency's turnover is under $2 million.
- Key staff equity · Shares at issueValuing shares when you give equity to key staffAn independent market value for the shares or units you issue or sell to a key employee, at the date they change hands. Fixed fee: $1,495 + GST where the agency's turnover is under $2 million.
- Succession · Family and staffSuccession valuations: retiring and handing an agency to family or staffAn independent market value for an agency, rent roll or client book passing to the next generation, a long-serving employee or a management team. Fixed fee: $1,495 + GST where the revenue valued is under $2 million.
Tax and structure
- CGT 2027 · Valuation date 30 June 202730 June 2027 market valuations for agency ownersIndependent market valuations of agencies, rent rolls, client books and agency shares as at 30 June 2027. Fixed fee: $1,495 + GST where the revenue valued is under $2 million.
- Tax · CGT market valueMarket valuations for CGT events in agenciesIndependent market valuations for related-party transfers, gifts, the small business CGT concessions and other CGT events. Fixed fee: $1,495 + GST where the revenue valued is under $2 million.
- Restructures · RolloversRestructure valuations: moving an agency into a company or trustIndependent market valuations of an agency, rent roll or client book at the date it moves between entities you control. Fixed fee: $1,495 + GST where the revenue moving is under $2 million.
Disputes and expert reports
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
One fixed fee schedule, Australia-wide. Every report is prepared from your documents, so there is no travel loading; the city pages cover what is state-specific for agencies there.