Client intake
Centralised digital onboarding, so every engagement starts with the same clear scope, purpose and valuation date.
Our platform
One platform
behind every company.
Each company keeps its own name, its own clients and its own sector focus. Underneath, they share the intake, analysis, review, reporting and operations that let a specialist firm work with the consistency of a national group.
How it fits together
Many brands.
One way of working.
A client only ever deals with the specialist business they chose. They never need to know about the platform, but they benefit from it: a consistent method, a clear report and a process that does not depend on one person.
Specialist brands
- Oliver Group
- Family Law Valuations
- HPNA
- Green Standard
- Industrial Business Valuations
- Gym Valuations
- Property Valuations Australia
- Start-Up Valuations
Shared platform
- Client intake
- Document collection
- Valuation engine
- Quality assurance
- Report generation
- Data and benchmarking
- CRM and operations
- Billing
- Marketing and growth
Valuo
- Ownership
- Standards
- Strategy
What our companies share
The platform, component by component.
Clients
Document collection
Secure client portal and structured information requests, so clients know exactly what is needed and where it goes.
Valuation
Valuation engine
Standardised analysis and modelling workflows, from financial normalisation to the valuation conclusion.
Quality assurance
Group-wide review and methodology, applied the same way before any report is issued.
Report generation
Consistent professional reporting, reviewed and signed by the valuer responsible for the opinion.
Data and benchmarking
Comparable transactions, industry benchmarks and the group’s own valuation records, organised so conclusions can be tested against evidence.
Operations
CRM and operations
Centralised client and matter management across every company in the group.
Billing
Integrated quoting, invoicing and payments, handled centrally so specialists can stay with their clients.
Marketing and growth
Search, referrals, content and national brand infrastructure, built once and shared by every company.
Principles
How we build it.
Tools assist. Valuers decide.
The platform organises evidence and removes repetitive work. Every conclusion is reached, reviewed and signed by a person.
Built once, shared by all.
A capability built for one company becomes available to every company in the group, including the next one to join.
Consistent without being uniform.
Shared standards sit underneath. Each brand still speaks to its own sector in its own way.
Partner with us
Put this platform
behind your practice.
Firms that join Valuo keep their name and their clients, and gain everything above.