Business Valuation
Valuing your business is crucial for understanding its worth and making informed decisions. But when is the right time to do it?
Selling or Merging: A valuation is critical if you plan to sell or merge your business. In addition to helping to determine a fair price, it gives potential buyers and partners a clear idea of how much a company is worth.
Attracting Investors: Before investing, investors will want to know how much your business is worth. It is possible to boost the confidence of investors and improve the chances of securing investments by providing a solid valuation.
Preparing for Exit or Succession: When you retire or pass on your business to a family member, a valuation is essential. By setting expectations for all parties, a smooth transition can be achieved.
Regular Financial Check-Ups: Even without a sale or investor on the horizon, regularly valuing your business helps track growth and highlights potential areas for improvement.
Securing Loans or Financing: Lenders may require a valuation to assess the business’s financial health before offering loans. It can also strengthen your position during negotiations for better terms.
Ensuring Future Tax Concessions: If you intend to sell your business, you want to ensure you pay little or no tax on that sale. Regularly valuing your business may be required, as some of those tests to do so are a ‘whole of time test’, not just when you sell it. Depending on the value of your business, restructuring may be required.
Thank you for reading!
Should you have any queries in regards to the above please contact our office on (03) 9728 1448
The TAS Team
3/653 Mountain Highway, Bayswater VIC 3153
Dorothea Farmakis (CPA)
Director
Dorothea, our CPA Qualified Accountant (Registered Tax Agent), has over 25 years experience within international corporate firms in Accountancy, Funds Management and Asset Management for firms such as HSBC, P&O, Lend Lease and more.
Specialisations
Hospitality
Manufacturing
Real Estate
Agriculture
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