GuideFundamentals
What documents do I need for a business valuation?
A practical checklist of the documents needed for a business valuation in Australia, from financial statements to leases and debts, and why each matters.
Valuo Insights
All publications: page 6
66 publications, newest first. Browse a topic for a shorter list.
GuideBuying, selling and buyouts
A shareholder loan is separate from the shares
Understand how loans to or from shareholders can affect a business valuation and why share value, loan balances and settlement proceeds need separate schedules.
GuideFundamentals
Business value and share value are different questions
Understand enterprise value, equity value and the bridge between them, with a hypothetical example covering surplus cash, debt and working capital.
GuideFundamentals
SDE and EBITDA: what is the difference?
Compare seller’s discretionary earnings with EBITDA, understand owner salary adjustments and avoid applying a multiple to the wrong earnings measure.
GuideBuying, selling and buyouts
Value, asking price and sale price are not interchangeable
Compare a business valuation, a seller’s asking price and an agreed sale price. Understand how earnouts, timing, assets and buyer circumstances change the comparison.
GuideFundamentals
Which kind of valuation do you actually need?
Compare an indicative business estimate with a signed valuation report, understand limitations and check what your intended recipient needs before commissioning work.