Request Biz Valuation Quotation

Request for Business Appraisal / Valuation Quotation

Please fill out this form so we may get back to you with a Quote
Full Name*

TitleFirst NameLast Name
Email Address*
example@example.com
Mobile Phone Number*
Please enter a valid phone number.Format: (0000) 000-000.
Do you require a Quotation for a Business Appraisal or Business Valuation?*

Business AppraisalBusiness Valuation
Business Name*
ABN*
Tell us a few things about your Business & requirements
Select the most appropriate industry that the business operates in*
If you selected 'other services', please advise the industry those services are in; or N/A*
Please provide a brief description of your business operations, including the nature of the services or products offered*
Location of Business?*
Suburb/Town | State | Postcode
Website Address
Optional. Enter the URL link of your website
Are the Premises you operate from*

OwnedLeasedOther
Ownership type*

PersonallySuperannuation FundOther Controlled Entity
If leased, how many years including lease options, remain on the lease?*
Is rent paid at commercial terms? If No; How much is the commercial rent per annum?*
Stock/Inventory*

The business does not keep stockThe business keeps stock and does not conduct stocktakesThe business keeps stock and conducts an annual stocktake at a minimumThe business keeps stock and conducts an annual stocktake less than once annually
MANAGEMENT
What best describes the senior management structure (e.g. General Manager, Financial Controller, etc) of the business.*

Does not existOne or more employeesThe owner(s) of the business
Number of employees (including owners) on a Full Time Equivalent (FTE) basis?*
Does the business undertake annual employee Performance Reviews*

YESNO
Are all Contracts of Employment for staff up-to-date?*

YESNO
Is the business reliant upon the skills, knowledge, and/or contacts of the owner?*

YESNO
Is anyone in the business paid more or less than commercial rates?*

YESNO
What is your annual revenue/turnover?*
RISK ASSESSMENT
Please select the position that best fits the state of the BUSINESS PLAN*
Please set the position that best fits the state of the SUCCESSION PLAN*
Does the Business set annual Budgets and/or Forecasts?*

YESNO
What is your annual revenue/turnover?*
What % of the business requirements does your major supplier provide?*
i.e. Where the business sources goods and/or services from a third party. For example, provision of contract labour, provision of raw materials, or provision of wholesale goods for resale.
To what extent is the current base of operations location critical?*
Business Systems, Procedures and Controls are*
Does the Business have any known unresolved legal disputes?*

YESNO
The Business Systems, Procedures and Controls in place are*
On what schedule are financial records kept accurate and up-to-date?*
EXPENSES / ASSETS
Does the most recent balance sheet accurately reflect the current Superannuation Guarantee amounts payable?*

YESNO
Does the most recent balance sheet accurately reflect the current outstanding taxation amounts payable?*

YESNO
Is Workers Compensation Insurance (iCare) paid and up-to-date?*

YESNO
Are all other insurances up to date? e.g. professional indemnity, public liability, etc.*

YESNO
Is all revenue and expenses that are received or paid in cash accounted for?*

YESNO
What type of customers does the business sell to?*
Does the business own any registered trademarks?*

YESNO
Please provide details of the specific trademark registration(s).*
What percentage of motor vehicle expense is related to the operation of the business?*
What percentage of turnover does your largest customer represent?*
Are there any Balance Sheet Assets not used in generating income for the Business?*

YESNON/A
Are all loans from third parties to the entity collectible at their carried value?*

YESNON/A
PURPOSE & FINANCIALS
Select from the dropdown list the purpose of valuation that best suits*
If 'other' is selected, please briefly describe the purpose; or enter N/A*
Are all or a portion of shares in the entity being valued? If a portion what percentage?*
Do you use any Accounting Software for your business and if so which one*
If you selected Xero, are you agreeable to inviting Oracle Accounting & Wealth into the Xero file to obtain the financial information required?*

YESNO
If you selected YES, please send an invitation from the Xero File to:*
Please provide the following financial statements (in both PDF & excel format)*

At least 3 years of Profit & Loss statementsAt least 1 year of Balance Sheet statementsAny other information that is relevant
File Upload*

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For Professional Service Businesses, please provide the value of Work in Progress (WIP) at the end of each of the last three financial years.*
If you have any additional information that you believe may impact the valuation, please provide the details below.*
Please provide any additional information you think is relevant.
Name and contact details of the person who completed this form*
Upload any relevant documents

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Take a photo of any relevant documents
Please verify that you are human*
Signature*
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Request for Business Appraisal / Valuation Quotation

Tell us a few things about your Business & requirements

MANAGEMENT

RISK ASSESSMENT

EXPENSES / ASSETS

PURPOSE & FINANCIALS