Request for Business Appraisal / Valuation Quotation
Please fill out this form so we may get back to you with a Quote
Full Name
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Mr.
Ms.
Mrs.
Dr.
Prof.
Title
First Name
Last Name
Email Address
*
example@example.com
Mobile Phone Number
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Please enter a valid phone number.
Do you require a Quotation for a Business Appraisal or Business Valuation?
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Business Appraisal
Business Valuation
Business Name
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ABN
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Tell us a few things about your Business & requirements
Select the most appropriate industry that the business operates in
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Please Select
Accommodation and food services
Administrative and support services
Agriculture, forestry and fishing
Arts and recreation services
Auxiliary finance and insurance services
Building and Construction
Education and training (private)
Electricity, gas, water and waste services
Health care and social assistance (private)
Information media and telecommunications
Manufacturing
Mining
Primary production
Professional, scientific and technical services
Public administration and safety (private)
Rental, hiring and real estate services
Retail trade
Transport, postal and warehousing
Wholesale trade
Other services
If you selected 'other services', please advise the industry those services are in; or N/A
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Please provide a brief description of your business operations, including the nature of the services or products offered
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Location of Business?
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Suburb/Town | State | Postcode
Website Address
Optional. Enter the URL link of your website
Are the Premises you operate from
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Owned
Leased
Other
Ownership type
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Personally
Superannuation Fund
Other Controlled Entity
If leased, how many years including lease options, remain on the lease?
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Is rent paid at commercial terms? If No; How much is the commercial rent per annum?
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Stock/Inventory
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The business does not keep stock
The business keeps stock and does not conduct stocktakes
The business keeps stock and conducts an annual stocktake at a minimum
The 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.
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Does not exist
One or more employees
The owner(s) of the business
Number of employees (including owners) on a Full Time Equivalent (FTE) basis?
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Please Select
1 - 2
3- 10
11 - 20
21 - 50
51 - 100
101 - 200
200 and over
Does the business undertake annual employee Performance Reviews
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YES
NO
Are all Contracts of Employment for staff up-to-date?
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YES
NO
Is the business reliant upon the skills, knowledge, and/or contacts of the owner?
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YES
NO
Is anyone in the business paid more or less than commercial rates?
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YES
NO
What is your annual revenue/turnover?
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Please Select
Less than $300k PA
$300k to $500k PA
$500k to $1.0 mil PA
$1.0mil to $2.0mil PA
$2.0mil to $5.0mil PA
$5.0mil to $10.0mil PA
$10.0mil and over PA
RISK ASSESSMENT
Please select the position that best fits the state of the BUSINESS PLAN
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Please Select
undocumented or non-existent
documented
documented and reviewed
documented, reviewed and actively implemented
Please set the position that best fits the state of the SUCCESSION PLAN
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Please Select
undocumented or non-existent
documented
documented, reviewed and actively implemented
Does the Business set annual Budgets and/or Forecasts?
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YES
NO
What is your annual revenue/turnover?
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Please Select
Less than $300k PA
$300k to $500k PA
$500k to $1.0 mil PA
$1.0mil to $2.0mil PA
$2.0mil to $5.0mil PA
$5.0mil to $10.0mil PA
$10.0mil and over PA
What % of the business requirements does your major supplier provide?
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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?
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Please Select
Not critical at all
Somewhat critical but would manage
Fairly critical. The business would be significantly impacted
Critical. The business would not survive elsewhere
Business Systems, Procedures and Controls are
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Please Select
Non-existent
Documented only
Documented and rarely followed
Documented and sometimes followed
Documented and mostly followed
Documented and always followed
Does the Business have any known unresolved legal disputes?
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YES
NO
The Business Systems, Procedures and Controls in place are
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Please Select
Non-existent
Documented only
Documented and rarely followed
Documented and sometimes followed
Documented and mostly followed
Documented and always followed
On what schedule are financial records kept accurate and up-to-date?
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Please Select
Monthly or better
Every 1 - 2 months
Quarterly
Every 4 - 5 months
Every 6 months
Once a year or less
EXPENSES / ASSETS
Does the most recent balance sheet accurately reflect the current Superannuation Guarantee amounts payable?
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YES
NO
Does the most recent balance sheet accurately reflect the current outstanding taxation amounts payable?
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YES
NO
Is Workers Compensation Insurance (iCare) paid and up-to-date?
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YES
NO
Are all other insurances up to date? e.g. professional indemnity, public liability, etc.
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YES
NO
Is all revenue and expenses that are received or paid in cash accounted for?
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YES
NO
What type of customers does the business sell to?
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Please Select
Business
Individuals
Both
Does the business own any registered trademarks?
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YES
NO
Please provide details of the specific trademark registration(s).
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What percentage of motor vehicle expense is related to the operation of the business?
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What percentage of turnover does your largest customer represent?
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Are there any Balance Sheet Assets not used in generating income for the Business?
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YES
NO
N/A
Are all loans from third parties to the entity collectible at their carried value?
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YES
NO
N/A
PURPOSE & FINANCIALS
Select from the dropdown list the purpose of valuation that best suits
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Please Select
Adjusted Balance Sheet Sale
Business Asset Sale
Business Brokers Report
Diagnostic/Strategic Purposes
Mediation/Settlement Purposes
Purchase Of Shares/Units in The Controlling Entity
Purchase Of the Business as A Going Concern
Sale Of Shares/Units in The Controlling Entity
Sale Of the Business as A Going Concern
Transfer Of the Business for Restructuring Purposes
Other
If 'other' is selected, please briefly describe the purpose; or enter N/A
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Are all or a portion of shares in the entity being valued? If a portion what percentage?
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Do you use any Accounting Software for your business and if so which one
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Please Select
XERO
MYOB
QBO (QuickBooks Online)
Excel Spreadsheets
None of the Above
If you selected Xero, are you agreeable to inviting Oracle Accounting & Wealth into the Xero file to obtain the financial information required?
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YES
NO
If you selected YES, please send an invitation from the Xero File to:
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Please provide the following financial statements (in both PDF & excel format)
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At least 3 years of Profit & Loss statements
At least 1 year of Balance Sheet statements
Any other information that is relevant
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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.
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If you have any additional information that you believe may impact the valuation, please provide the details below.
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Please provide any additional information you think is relevant.
Name and contact details of the person who completed this form
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