Business Valuation

We get your business. Whether it be for a matrimonial valuation, shareholders dispute, planning your future, merging, acquiring, selling or general curiosity, we can tailor our processes to suit your needs.

Knowing the value of your financial services business allows you to plan just like you do for your clients. A valuation is one thing, understanding it and your business is another, and that’s what experts in your field bring you.

Why is a business valuation important?

There’s nothing worse than seeing a client come to sell their business and understand it’s not worth as much as they expected. Or having a disagreement between shareholders as one exits, because the valuations they hold personally are different, and not necessarily based on ‘fact’. A valuation gives you information. And information gives you power.

When do you need a business valuation?

  • Buy / Sell insurance
  • Restructuring, Capital Gains Tax
  • Shareholders agreements
  • Introducing / Exiting Shareholders
  • Matrimonial matters
  • Business disputes
  • Re-financing

Why engage us for your business valuation?

We are qualified to provide APES225 compliant reports, and expert witness reports. Being Chartered Accountants, we’re bound by the Code of Ethics – so among other items, confidentiality is key.

By understanding your valuation needs upfront, we provide an engagement letter to suit your purpose, and apply the relevant methodology and reporting framework. We engage with you along the way, including a Business Valuation Interview, and often follow ups to discuss your report and how this impacts your next move.

With our experience in the market, and our collegial relationship with other experienced practitioners in the industry – we have a direct link to market transactions happening now. To begin understanding your financial services business valuation, contact us today.

Why Choose Accru

Accru has been helping clients buy businesses since inception. Our experience is underpinned by:

  • Our valuation expertise
  • Our understanding of financial services transactions
  • Our understanding of cashflows in the industry
  • Our understanding of business risks
  • Our understanding of relevant payback periods
  • Our understanding of the ownership journey
  • Success stories and horror stories of business valuations
About Us

Accru is an award-winning network of Australian accounting firms


“Accru Hobart has supported our business development, due diligence and governance responsibilities for over six years. Our ongoing relationship is a testament to their professionalism, ability to understand our needs and provide specialised, professional support at a competitive rate.”


Our people are naturally experts in their field. With a team of 200 across Australia, you’ll find a myriad of skills to help manage your business and financial challenges.


In medicine, the word profit can garner negative connotations. Often, we see doctors who run practices that make hardly any profit.


Improve your business performance and achieve superior return.


Accru is an award-winning network of independently-owned accounting firms in Australia. We help businesses grow, thrive and generate wealth for their owners…

Accru Valuation Experts
One of her core strengths is providing end-to-end tax and accounting support to small-to-medium sized businesses with a high focus on driving profitability and value.
Fiona is enthusiastic about informing and reassuring clients of their financial position, be it in regard to the value of their businesses, or their tax returns.
Tim specialises in helping clients plan for the future with a focus on maximising business value.
Start Your Journey
Are you in the market for an acquisition? Struggling to get to scale and thinking of merging? Trying to solve a succession issue?