Fixed Fee Business Valuations

For owners who want a clear, defensible figure on what their business is worth - whether they're preparing to sell, raise capital, plan succession, or simply understand the value they've built.

business-valuations
View proposal

Three options

Business valuations can be undertaken according to various levels of scope which determine the amount of work and verification undertaken to prepare the valuation opinion. “APES 225 - Valuation Services” is issued by the Accounting Professional & Ethical Standards Board and determines the requirements for each type of scope.

You can find a copy of the standard at https://apesb.org.au/wp-content/uploads/2023/09/APES_225_Sep_2023.pdf

Our process is simple and planned out.

This service is designed for business owners who want more than compliance — they want a trusted advisor who stays engaged all year, helps them make better decisions, and ensures they're never caught off guard at tax time. If that sounds like you, we'd love to work with you.

One fixed fee that covers all your accounting, tax and ASIC services. You can also spread the fee into monthly instalments to help with cashflow.

Full-year coverage

Every major compliance obligation across the financial year, handled in one engagement.

Strategy built in

Planning and minimisation are part of the service — not extras you have to ask for.

Inclusions:

No surprises

Fixed pricing, a clear calendar, and regular touchpoints — you always know where things stand.

3 proactive meetings per year:

  • Annual wealth meeting (at the start of the financial year)

  • Annual general meeting (after the financial statements and tax returns are completed)

  • Tax planning meeting (just before the end of the financial year)

Compliance all sorted:

  • Financial statements (for all the entities)

  • Tax returns (for all the entities and individuals)

  • ASIC compliance

  • ATO correspondence

Meet the Leading Team

  • Marcus Benson

    TAX DIRECTOR

    A CPA and registered Tax Agent with over 18 years of professional accounting and tax experience.

    Marcus focuses on optimal business structuring and tax minimisation strategies.

  • Simona Hughes

    CHIEF FINANCIAL OFFICER

    A CFO, Chartered Accountant, Business Strategy, Growth and Cashflow specialist with over 25 years professional experience.

    Simona focuses on long-term wealth creation through planning and monitoring.

FAQs

What's included in the fixed price?

1

Your fixed price covers everything described in this proposal — the annual wealth meeting, financial statements, tax return preparation for the business and owners, FBT strategy and return (if applicable), and your year-end tax planning session. There are no hidden extras for standard work within scope. If something falls outside the agreed scope, we'll always discuss it with you before any additional fees apply.

5

7

What do I need to provide and when?

2

We'll guide you through exactly what we need and when as each stage approaches. Generally this includes access to your accounting software, bank statements, and records of any major transactions during the year. We make the process as straightforward as possible — and we'll always give you plenty of notice so nothing comes as a surprise.

What if my circumstances change during the year?

How is this different from just getting a tax return done?

3

How do I get started?

A tax return looks backward — it records what happened. This service looks forward too. We start the year with a planning meeting to set financial targets and strategies, check in throughout the year, and actively work to minimise your tax before 30 June. You're not just getting compliance done, you're getting a team that helps you make better financial decisions all year long.

What happens at the annual wealth meeting?

4

6

8

Do you work with my bookkeeper or accounting software?

What if I have more than one entity in my structure (e.g. a trust and company)?

The annual wealth meeting is a dedicated session held in July or August where we sit down together to plan the financial year ahead. We review your results from the prior year, set targets for the business and the owners personally, and map out the key strategies we'll implement together. It's a forward-looking conversation — not a review of last year's paperwork.

Yes. We work with all major cloud accounting platforms including Xero, MYOB, and QuickBooks. If you have a bookkeeper, we're happy to liaise with them directly — in fact, a well-run bookkeeping function makes everything smoother and more cost-effective for you. We'll let you know early on if we see anything in your books that needs attention.

Life and business don't always go to plan — and that's exactly why having an ongoing relationship matters. If your circumstances change significantly (a new staff member, a major purchase, a change in structure), just let us know and we'll advise you on the implications and adjust our approach accordingly. For changes that materially affect the scope of work, we'll have an open conversation about any impact on your fee.

Many of our clients operate through multiple entities — a common example is a discretionary trust with a corporate trustee, or a holding company alongside a trading entity. This proposal is scoped for the entities listed within it. If you have additional entities that need their own financial statements or tax returns, we'll prepare a separate fee for those. We'll always look at your structure as a whole to make sure everything is working together efficiently.

Simply accept this proposal and we'll be in touch to get things underway. We'll send through a short onboarding checklist and schedule your first meeting. If you have any questions before accepting, you're welcome to reach out — we're happy to talk it through.

Some of our other Services.

We provide comprehensive services to business clients.

In addition to offering our fixed annual accounting partner service, we can provide other services, some of which are listed here.

  • For business owners that want more regular financial coaching and the opportunity to discuss challenges, opportunities, threats and issues with a trusted financial sounding board.

  • You may have been late in lodging your activity statements with the ATO, you may have received a fine or you simply cannot be bothered dealing with the compliance. We can alleviate the stress and worry by properly preparing and lodging your monthly or quarterly activity statements on time with the ATO.

  • Whether you are just starting out in your business journey or you want to restructure your business, we give you the advice and options that best suite your needs. You also get a comprehensive business stucture booklet.

    We can set up all types of businesses from partnerships, trusts and companies.

  • Our inhouse bookkeepers can help clean up your books or help you break free from your books by providing invaluable bookkeeping services on an adhoc or regular basis.

  • Whether you need help to have your payroll system set up properly, or to do a one-off review/fix or to break free from the hassle of trying to process payroll properly and stay out of trouble with the ATO and FairWork, our inhoue payroll experts can provide all you need.

  • If your businesses hire staff and the total wages and superannuation per annum exceeds $1m, you may be liable to pay payroll tax. It can be tricky to calcuate and report correctly plus the lodgements have to be done by the 7th of each month. We can take that stress away and prepare the monthly or quarterly lodgements properly and on time.

  • You may have a bookkeeper keeping your books up to date but you are looking for more reliable reports that capture exacly how your business is tracking with all things accounted for (for example, depreciation, interest, tax).

    Our inhouse accountants can provide one-off or regular accounting services and provide quality reports that are tailored to your busness.

  • Whether you have a specific scenario, investment or opportunity and you just want to get some clarity around the tax implications, book in time with us and we can see how we can help.

  • Innovative companies in Australia can claim 43.5 cents of each dollar spent on research and development activities as a grant or tax offset.

    We can help assess your eligibility, determine the value of the grant or offset and then assist with the lodgement.

  • You may be seeking some business guidance and strategy. You can book in time with us to take a deep dive into your existing business or a new business idea and get some commercially focused feedback and guideance.

    We can hep you formulate a strategy based on real-business-world experience.

  • You may be looking to buy a business, maybe sell your business or you simply want to know how much your business is currently worth and how you can improve that value.

    We can provide simple and comprehensive business valuations based on your needs using proven industry standards and methodology.

  • You may be running your business with limited financial direction and benchmarks to guage performance over time. We can help you set some budgets, targets and KPIs that are more than just numbers. We work out what your margins should be, what %s you should aim for, what areas of the business need to be improved etc.

    Understanding the metrics and key performance indicators gives you the valuable insights in time to make informed decisions.

  • You may be required to provide a cashflow forecast for a bank or an investor or external stakeholder or perhaps you are just seeking clarity on your cash runway.

    We can prepare a proven cashflow forecasting system that provides clarity but also scenarios and opportunities to improve your cash.

    We can provide cashflow services ad-hoc or on a regular basis (weekly, monthly).

  • Let us crunch some numbers for you and do some scenario testing to help you assess opportunities.

  • You may have an external Board, advisory committee or stakeholders that you have to regularly report to. Let us take the stress out of that for you by preparing the financial reports on a monthy or quaterly basis which are tailored to your business. We can also present the financials on your behalf and answer any questions.

  • You may be seeking some investment or a capital injection and you need to showcase your business and the opportunities in the best possible way.

    We can help put together professional pitch decks and presentations and coach you to present. Or you can hire us to present.

  • Gain the benefits of an in-house financial expert (CFO) whenever you need without the huge (>$250k) salary package.

    We have the solution and we have a proven system where we offer a flexible financial partnership model.

    You get regular and pre-scheduled meetings (weekly, bi-weekly or monthly) so you get regular financial support to vent, strategize, plan and gain confidence.

    A financial sounding board on hand when you need it.

Schedule a meeting