Lloyds Corporate Brokers has formed a unique collaboration with Advisory Partner, a mid-market firm that delivers financial clarity through solutions-focused accounting, advisory, valuations and tax services.
The joint venture provides business valuations for all classes of Private and Publicly owned businesses, up to a valuation of $100,000,000. We conduct market evaluations of business assets and goodwill for the purposes of:
Benchmarking business performance for a business plan or investment portfolio management
Partnership dissolutions, disputes, buy-outs, assistance with resolving disputes between shareholders or business partners
Marriage breakdown, property settlements, divorce proceedings
Succession planning, deceased estates
Legal disputes, property resumptions, compensation payouts
Establishing proper value when buying or selling a business
For transactions such as sales, capital raising or taking on a partner
Tax purposes as part of a restructure or issuing employee incentives
Support critical, strategic decision making, such as planning an acquisition or disposal.
Valuation is a complex assessment and involves professional expertise and judgement. All businesses are unique and face different competitive pressures. The value of any company or asset is intrinsically linked to the future income it will generate and future income streams are generally uncertain.
Valuation requires an in-depth understanding of the asset being valued, the market in which it operates, the company that owns it, and its competitive strengths and weaknesses. It requires careful analysis of financial and non-financial information and assesses other factors, such as legal and regulatory environments.
Lloyds Brokers and the Advisory Partner team have extensive experience in valuing companies and assets across a range of industries. We have broad sector knowledge derived from consultancy, business sales, M&A and executive management experience to determine the appropriate valuation methodology to provide well-informed, insightful, robust and transparent valuation opinions.
Brett Plant - Director Advisory Partner
Brett has more than 38 years' experience delivering high quality outcomes for clients. He enjoys working collaboratively with clients to achieve their desired outcomes. Building relationships and developing a deep understanding of clients' businesses is the backbone of Brett's service philosophy.
Bachelor of Business
Master of Commerce
Fellow Chartered Accountant
Business Valuation Specialist
If you own a business in the import/wholesale, manufacturing, distribution, contracting, services, or online sectors, talk with Lloyds Brokers for advice on how to value, buy or sell a business.
Contact the experts at Lloyds Business Brokers, Australia's industry-leading corporate broker on 1300 366 943.