Business Valuation Brisbane | Get Your Business Valued Before EOFY
Educational purposes only: The information on this page is general in nature and is not tax, legal or financial advice. Tax laws change, and their application depends on your personal circumstances. Business owners should consult a registered tax agent, accountant or legal adviser before making any decisions.
Business Valuation Brisbane
If you are thinking about selling your business, planning a partnership exit or preparing for retirement, knowing what your business is worth is the first step. The Catalyst Group provides independent, Chartered Accountant-led business valuations in Brisbane — giving owners a clear, defensible view of business value before they make major decisions.
Why Get Your Business Valued Before the New Financial Year?
With proposed federal tax changes being discussed, many Brisbane business owners are asking whether they should value or sell their business before the next financial year begins. While no law has passed yet, getting a valuation now can help owners understand their position and plan ahead.
Reasons to consider acting before 30 June
- Understand your options: A valuation gives you a baseline to compare against any future offers or tax scenarios.
- Plan for changes: If tax laws affecting business sales are introduced, having a current valuation can support discussions with your accountant or tax adviser.
- Estate and succession planning: A documented valuation helps with family succession, partnership agreements and estate planning.
- Exit readiness: Even if you do not sell immediately, a valuation shows what needs to improve to maximise future sale value.
- Negotiation strength: Entering buyer conversations with a recent, independent valuation improves credibility and confidence.
What Proposed Federal Tax Changes May Mean for Business Owners
Federal tax policy is often reviewed, and proposed changes can affect how much owners keep from a business sale. Because legislation can change and personal circumstances vary, the best approach is to get a current valuation and discuss timing with your tax adviser.
The Catalyst Group does not provide tax advice. We do provide valuation and transaction support that helps owners and their advisers make informed decisions based on accurate financial information.
How We Value a Business
Our valuations are based on a structured, evidence-based approach led by an experienced Chartered Accountant.
Key valuation inputs
- Maintainable earnings: Adjusted profit that a new owner could reasonably expect.
- Asset backing: Plant, equipment, stock, debtors and net working capital.
- Market position: Competitive advantages, customer relationships and brand strength.
- Growth trends: Revenue history, recurring income and future earning potential.
- Risk factors: Customer concentration, key person dependence, lease terms and industry outlook.
- Comparable transactions: Similar business sales where information is available.
Who Should Get a Business Valuation?
- Owners considering sale in the next 12–24 months
- Business owners planning retirement or partial exit
- Partners negotiating a buyout
- Family businesses preparing for generational succession
- Directors wanting a documented baseline for insurance, shareholder or lending purposes
Business Valuation vs Business Sale
A valuation can stand alone, or it can be the first step in a sale process. Many owners engage us for a valuation first, then decide whether to proceed with a confidential sale. Either way, the valuation delivers clarity and a realistic price range.
Brisbane Business Valuation Process
- Initial consultation: We discuss your business, goals and reason for the valuation.
- Information request: We collect financial statements, tax returns and operational details.
- Analysis: We normalise earnings and assess market position, risk and growth.
- Valuation report: You receive a clear valuation range with supporting commentary.
- Next steps: If you decide to sell, we can support the sale process from preparation to settlement.
Why Accountants Are Recommending Business Valuations Before the Next Financial Year
Accounting firms across Australia are currently discussing potential federal tax changes that may affect business owners considering a sale in the 2027 and 2028 financial years. Proposed changes to Capital Gains Tax rules and trust tax distribution rules are among the issues being raised. If any changes are introduced, having a documented, independent valuation in place may become more important.
Why acting before 30 June may matter
- A documented baseline: An independent valuation completed before any rule change provides evidence of the business’s value at a specific point in time.
- Harder to dispute: A Chartered Accountant-led valuation is often harder for the ATO to challenge than an informal estimate or unverified asking price.
- Tax planning clarity: A current valuation gives your accountant or tax adviser a solid figure to model different sale-timing scenarios.
- Buyer confidence: Serious buyers are more likely to engage with sellers who have a credible, independent valuation.
Important: Details of any proposed tax changes have not been finalised at the time of writing, and nothing in this section is legal or tax advice. This information is general and for educational purposes only. Business owners should speak with their accountant or tax adviser before making decisions.
CGT Concessions for Small Business Owners
The Australian tax system includes several CGT concessions that may reduce the tax payable when eligible business owners sell their business. These can include:
- 15-year exemption: If you have continuously owned the asset for at least 15 years and are aged 55 or over and retiring, capital gains may be disregarded up to the lifetime limit.
- 50% active asset reduction: A 50% reduction of the capital gain for active assets used in a business.
- Retirement exemption: Eligible small business owners may disregard capital gains up to a lifetime limit.
- Rollover: In some cases, capital gains can be deferred if the proceeds are used to acquire a replacement asset.
These concessions have strict eligibility rules and may be affected by proposed federal changes. The Catalyst Group can provide a current valuation to support discussions with your accountant or tax adviser.
This page is general information for educational purposes only and is not tax advice.
Timing Your Sale Around Tax Changes
When tax policy is under review, timing becomes critical. Selling before a change takes effect, crystallising a gain in a particular financial year, or staging a transaction over multiple years can all have different tax outcomes. A valuation is the starting point for those conversations.
Because tax law is complex and changes regularly, we recommend speaking with a registered tax agent or accountant before making any decisions based on proposed legislation.
Frequently Asked Questions
How much does a business valuation cost?
Cost depends on business size, complexity and the level of reporting required. We provide a fixed fee after an initial discussion so there are no surprises.
How long does a business valuation take?
Most valuations take between 1 and 3 weeks, depending on how quickly information is provided and the complexity of the business.
Do I need a formal valuation to sell my business?
No, but a formal valuation helps owners set realistic price expectations and respond confidently to buyer offers. It is particularly useful for larger or more complex businesses.
Can a valuation help with CGT planning?
A valuation gives you and your tax adviser a documented figure to work with. CGT advice must come from a registered tax agent or accountant, but a current valuation is usually an important input.
When should I get my business valued?
The best time is before you need to sell. A valuation during a strong trading period captures higher value and gives you time to improve sale readiness. Given current discussions around tax changes, many owners are choosing to get a valuation before the new financial year.
Do you only value businesses in Brisbane?
We work with businesses across Brisbane, South East Queensland and interstate. Many engagements can be handled remotely with meetings by phone or video.
Local Service Areas
The Catalyst Group provides business valuation and business sales advisory across Brisbane and surrounding regions, including:
- Brisbane CBD and inner suburbs
- Ipswich and Western corridors
- Logan and Beenleigh
- Moreton Bay and Redcliffe
- Gold Coast and Sunshine Coast
Our office is located at 209/109 Commercial Rd, Teneriffe QLD 4005. Appointments are available by phone, video or in person.
Business Sales and Valuation Locations
The Catalyst Group provides business sales and valuation services across Brisbane and South East Queensland, including:
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