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More Than Just a Valuation Figure
A business valuation should do more than provide a number — it should help determine business value and identify what drives that value.
Your dedicated Succession Plus Adviser will assess your business from a buyer’s perspective, helping identify risks, value gaps, and operational issues that may impact future growth or sale outcomes.
Our valuation process includes:
- detailed financial analysis
- operational and non-financial assessment
- industry benchmarking
- business value gap analysis
- strategic recommendations to improve value
Most comprehensive business valuations are completed within approximately two weeks, with minimal disruption to your day-to-day operations.
What You Receive
Your valuation includes a comprehensive 60+ page Business Insights Report (BIR), designed to help you understand both your current value and value potential.
The report includes:
- an independent business valuation
- analysis across 300+ data points
- financial and non-financial assessment
- ESG and operational review
- industry benchmarking through IBISWorld data
- identification of unmanaged risks
- value improvement recommendations
- a strategy workshop with your adviser
Unlike many valuation providers, our process focuses on long-term value acceleration — not simply producing a valuation report.
If you're curious about how this process works in practice or want to see how a business valuation can drive real strategic outcomes, our eBook, It All Begins with Insights, is a great place to start.
Please provide your details to receive a copy of It All Begins with Insights.
Getting a Valuation Before You Exit
Many business owners slow down too early when preparing for sale or transition.
The strongest outcomes come from continuing to improve performance, systems, and leadership right up to exit.
Our Five-Stage Succession Process helps you:
- identify key value gaps
- improve exit readiness
- reduce reliance on key owners
- strengthen transferable business value
- prepare for a successful transition
The Risks That Reduce Business Value
In our experience, unmanaged risk is one of the biggest reasons buyers walk away from an acquisition.
Common issues that reduce business value include:
- reliance on key personnel
- poor systems and documentation
- inconsistent revenue
- weak financial controls
- underinsurance
- outdated technology
- management capability gaps
- operational inefficiencies
The good news is that most value-reducing risks can be addressed with the right strategic plan.
Why Choose Succession Plus for your Business Valuation?
Succession Plus has delivered business valuation and succession planning services since 2009, and our team of valuation experts has helped over 1,000 businesses improve business value and prepare for future transition.
Our Business Insights Report is designed to help owners:
- improve business performance
- reduce risk
- prepare for succession or sale
- strengthen operational systems
- increase long-term enterprise value
We also provide live business value tracking through the Capitaliz platform as improvement initiatives are implemented.
KEY BENEFITS
Business Valuation Service Benefits
Low disruption
Our process is designed to minimise disruption while delivering a comprehensive assessment of business performance and value.
Full business insight
We assess both financial and operational drivers of value, not just historical financial performance.
Aligned to your goals
Every valuation is customised to the goals of the business owner, including succession, growth, tax planning, dispute resolution, or sale preparation.
Decision-ready outputs
Our valuations comply with APES 225 requirements and can be used for strategic planning, capital gains tax considerations, shareholder matters, and business transition planning.
Testimonials
If you are looking to build your business and exit, maximising value and ensuring thee business continues successfully, then this 21 step guide should be your bible - it is a simple and practical process to work through to ensure you are able to “begin with the end in mind." Follow the steps outlined by exit planning Guru Craig West and you are far more likely to exit successfully.
Mark Bouris
Entrepreneur | Innovator | Author |
Succession Plus came into our business over two years ago. At that stage we had no exit plan in place for two directors who were nearly ready to retire. Succession Plus has been like a backbone for NPG, they have given us valuable guidance and support over this period and make us feel like we can approach retirement comfortably.
Faye Harris
NPG Mining |
Succession Plus have helped our clients with clever and innovative strategies which include how to; attract, lock in and retain key employees, develop an exit plan for the existing owners, develop strategies to increase the profitability of their business and the resulting sale price achieved.
Mark Pinhorn
HYD Advisory |
Ready to Understand What Your Business is Really Worth?
Book a free consultation to discuss your business valuation goals, succession plans, or exit strategy.
You can also send us a message and we’ll respond as soon as possible.
Frequently Asked Questions on Business Valuation
What is a business valuation?
A business valuation is the process of determining the economic value of a business using financial performance, market conditions, operational strength, and risk factors.
It is used to support decisions around succession planning, exit planning, business sales, and strategic growth.
How is a company valuation different from a business valuation?
A company valuation and a business valuation refer to the same process of determining the economic value of a business. The terms are often used interchangeably in valuation and advisory contexts.
How do I value my business?
You can value your business using methods such as earnings multiples (like EBITDA), discounted cash flow analysis, asset-based valuation, and market benchmarking.
The best method depends on your industry, business model, and whether the valuation is for sale, succession planning, or strategic decision-making.
What business valuation method should I use – EBITDA or NOPAT?
EBITDA is commonly used for mid-market business valuations as it reflects operational earnings before financing and accounting adjustments.
NOPAT (Net Operating Profit After Tax) is more commonly used in corporate finance and economic performance analysis.
The appropriate method depends on the structure and purpose of the valuation.
When should I get a business valuation?
You should consider a business valuation when planning for succession, preparing for sale, bringing in investors, resolving shareholder matters, or assessing business performance.
Many business owners also use valuations as part of long-term strategic planning.
Should I get a business valuation before I sell my business?
Yes. A valuation before selling your business helps identify value gaps, reduce risks, and improve business performance before going to market.
Businesses that prepare early typically achieve stronger sale outcomes and higher valuations.
How can I prepare for a business valuation?
You can prepare for a business valuation by ensuring your financial records are accurate, documenting key processes, reviewing operational risks, and identifying dependencies on key personnel.
Improving systems, reporting, and management capability can also increase valuation outcomes.
What is included in a business valuation?
A business valuation typically includes financial analysis, operational assessment, industry benchmarking, risk evaluation, and a final valuation outcome.
At Succession Plus, this is delivered through a detailed Business Insights Report with strategic recommendations to improve business value.
How long does a business valuation take?
Most business valuations take approximately two weeks once financial and operational information has been provided.
Timing may vary depending on the complexity of the business and availability of information.
What is the difference between a business valuation and a business appraisal?
A business valuation is a structured, data-driven assessment used to determine the financial value of a business.
A business appraisal is often a more general assessment of business performance and may not include formal valuation methodologies.
What is goodwill?
Goodwill is the intangible value of a business that comes from factors such as brand reputation, customer relationships, intellectual property, and future earnings potential beyond physical assets.
How do you calculate goodwill in a business?
Goodwill is typically calculated by subtracting the fair market value of identifiable assets from the total business valuation.
It reflects the premium a buyer is willing to pay for future earning potential and intangible value.
Can I use a business valuation calculator or business value estimator instead of a formal valuation?
A business valuation calculator can provide a rough estimate, but it does not account for operational risk, management capability, systems, or market positioning.
A formal valuation provides a more accurate and strategic assessment of true business value.