company VALUATION

When it comes to your valuation

Expert help can be invaluable

Valuations for Australian startups and SMEs

  • ESS valuations
  • Book valuations 
  • Startup valuations
  • CPA certified valuations
  • Experienced startup advisers 

When you need a valuation for your business, you need to know it’s one you can trust.  You need to be able to rely on valuation advice and feel confident backing it in front of others.

There are several reasons you might need a valuation. The most common reasons we see are when you’re preparing for capital raising, and when you’re putting in or maintaining an employee share scheme.

They are two very different reasons so it’s important to use the right tool for the job. That’s why we have different valuation options with different prices. Scroll time.

Looking for a streamlined way to implement and mange an ESS?
We know and recommend our friends at Cake Equity.

Let's Go

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ESS VALUATION

from $750

Prepare ESS valuation
Per ATO guidelines

  • You’ll either need an NTA
    Book Valuation or a
    Startup Valuation
    depending on which
    stage your business is at.

See below for details

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NTA BOOK VALUATION

$750

Prepare Net Tangible Asset (NTA) valuation
also known as book valuation

Includes

  • Review balance sheet
  • Review underlying asset values in your accounts
  • Review shares on issue
  • Prepare CPA certified valuation

STARTUP VALUATION

from $1,500

Comprehensive 16-page
5-valuation report

Includes

  • Reviewing your existing financial model
  • The most complete startup & private company
    database of comparables in the world
  • A 16-page 5-valuation method report
  • Discussion while preparing your report
  • Reworking the report within three months

All prices exclude GST

We require full payment for these services before we release the final materials

Find the right service for you

An employee share scheme (ESS) can be a great way to motivate your team. By owning shares, your employees will have even more reason to perform at their best and they should also be eligible for tax concessions too.  

You do need expert help to handle the set up and management for an ESS. We know (and recommend) Cake Equity for this. 

Also, the ATO has pretty strict guidelines about valuing unlisted shares. In a nutshell, you can either:

Prepare and use a Net Tangible Asset (NTA) Book Valuation, if you meet the following criteria:

  • your business hasn't raised $10m in previous 12 months; and
  • your business is less than 7 years old or is a small business with less than $10m revenue; and
  • your business prepares financial reports.

Otherwise, you will need to undertake an alternative valuation method (as accepted by your board) that takes into account:

  • future cash flows;
  • similar businesses; and
  • illiquidity of unlisted companies.

 Our Startup Valuation considers these aspects.

Includes

  • Review balance sheet
  • Review shares on issue
  • Prepare CPA certified valuation

Price

FROM $750

BOOK A CALL

We’ll do an independent accountant-certified review of your accounts, along with a high level review of underlying asset values in order to provide a net tangible asset (NTA) valuation. You may also hear this described as a book valuation.

Includes 

  • Review balance sheet
  • Review underlying asset values in your accounts
  • Review shares on issue
  • Prepare CPA certified valuation

Prices

$750

BOOK A CALL

Early stage valuation

They say valuation can be as much an art as a science, and there is definitely a psychology at play during capital raising negotiations.

As a startup founder looking to raise capital, it’s vital to do your homework so you have an indication of a reasonable valuation – an operating range to negotiate from.

If you’re an angel investor, you might want an independent view on a valuation for early stage startups where more traditional methods don’t apply.

We work with Equidam, a leading startup valuation provider, to offer this service. It includes:

  • Reviewing your financial model (or we can build a financial model for you)
  • Access to the most complete startup and private company database of comparables in the world (over 30 million data points across 88 countries)
  • An independent 16-page five-valuation method report, including detailed business information, financial projections, valuations with parameters and supporting explanations
  • Discussion before/during/after preparing your report
  • Reworking the report within one month (up to 2 iterations) if necessary
In some cases, we find that the report can be useful to share with potential angel investors.

Here’s what we’ll need from you to value your startup:

  • Balance sheet/Profit and loss or access to Xero
  • An up-to-date ASIC register to confirm shares on issue
  • Organisation structure
  • Purpose of valuation
  • Business background and detailed qualitative questionnaire
  • Forecasts
  • Growth rates
The effort this takes can vary depending on the size and nature of your startup so if you get in touch, we’ll be able to give you a fixed fee proposal. No hidden costs or surprises, we promise.

Includes

  • Reviewing your existing financial model
  • The most complete startup & private company database of comparables in the world
  • A 16-page 5-valuation method report
  • Discussion while preparing your report
  • Reworking the report within one month (up to 2 iterations) if necessary

Price

$2,000 including financial model review
$1,500 excluding financial model review  

BOOK A CALL

We know and 💙 our partners at Cake Equity for managing your cap table when you’re ready for more than just a spreadsheet .  It's free for 1-10 shareholders when you're just starting out.
 
When you're ready to raise capital or implement your employee share scheme (ESS) or employee share option plan (ESOP), Cake can take care of it all through their platform too. Think of it like Xero for managing shares 🙂
 
ASIC Services
To keep your share table up to date with ASIC, Cake can also act as your ASIC agent for $350/year - they'll let you know of any ASIC obligations, especially the annual review, and get rid of all those ugly forms.  ASIC sorted. 
 
Let us intro you.
Jump straight onto Cake Equity's website and tell 'em we sent you, or drop us a line and we'll do an intro.

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