Get an ATO-Defensible Valuation
Tell us what you need and we'll confirm the right path and what it costs.
4.9
Rated 4.9 out of 5 by Australian business owners
When you need a valuation
30 June 2027 CGT reset
The transitional reset means most private owners need a defensible market value dated 30 June 2027.
Share sale or buyout
A signed market value for a transfer, sale or shareholder exit.
Employee share schemes (ESOP)
A defensible value for shares and options issued to staff.
Family law and disputes
An independent value both sides can rely on.
Division 7A
A market value that stands up to the ATO's Division 7A rules.
Succession and estate planning
A value that can be reconstructed years later.
What 'defensible' means
Independent
No stake in the outcome.
Evidence-supported
Every conclusion tied to your financials and market data.
Replicable methodology
Built to IVS / APES 225 so it can be reconstructed years later.
Signed by a Registered Business Valuer
A qualified, independent signature on every report.
Professional indemnity cover
The work is insured, and the firm stands behind it.
What you get, and what it costs
A fixed fee agreed up front, a committed delivery date, and a signed report you can reconstruct years later.
receipt_long
Fee
Fixed in writing before the engagement starts. No variations without your written approval.
event
Date
Your committed turnaround: instant for the desktop valuation, 5 business days for Standard, 10 for Complex, counted from the date your information pack is complete.
history
Trail
Every conclusion states its method, inputs, assumptions and range. It can be reconstructed years later.
Prepared to the standards that matter
Registered Business Valuers
Every report reviewed and signed by an independent qualified valuer.
APES 225
Prepared to the accounting professional standard for business valuations.
IVS
Built to the International Valuation Standards.
Your clients all need a 2027 number. You can't sign three hundred of them.
Every private-business client on your ledger needs a defensible value at the transition date, in the same window. We carry the volume; you keep the relationship.
Book a 15-minute scoping call
We'll confirm whether you need a valuation, which route fits, and what it would cost.
In their words
What owners and advisers say
Both sides of the desk: the owner who needs a defensible 2027 number, and the adviser whose clients each need one.
“The ATO method would have given us a straight-line number, and our growth was never straight. The report sets out the method, the inputs and the range, so our accountant could follow it without asking us a single question.”
Business owner
Second-generation manufacturer, Victoria
“Forty clients needed a 2027 number in the same window. The fee and the date were agreed before we started, and every report came back signed by a valuer our clients can point to.”
Accounting partner
Mid-tier firm, Queensland
“It reads like a record rather than an opinion. If we're asked in two years how the number was reached, the whole trail is in the document.”
Company director
Wholesale business, New South Wales
Before you decide
The ATO method is free and assumes your value grew in a straight line. A market valuation reflects your actual growth. Both are accepted for the 2027 transition; they are not equivalent in outcome.
Not every owner does. If your value grew evenly, the free ATO method is enough. An independent valuation is the better path where growth was uneven — slow then accelerated, or a step-change.
For the 2027 reset, the valuation is expressed as at 30 June 2027. Every signed report records the valuation date, preparation date and information cut-off separately.
Tier 1 is a streamlined desktop valuation, returned instantly. Tier 2 is 5 business days and Tier 3 is 10, or a scoped date agreed up front. The clock starts when your information pack is complete.
Every compliance-grade report is reviewed and signed by an independent qualified valuer, prepared under IVS and APES 225. The signature is the point of the product.
Still deciding?
A valuation should be a record, not an opinion
Why Dalio Voss exists: a legislated 2027 deadline, a shortage of valuers, and a belief that a valuation should be a permanent, auditable record.
Prefer to talk it through first?
Book a 15-minute scoping call and we'll tell you which valuation you need, and what it costs.