Book a Consultation Book a Consultation

Business Valuations for Disputes and Expert Reports

Business valuations provide an objective assessment of value in matters where outcomes depend on credible financial evidence. They are commonly required in family law and commercial disputes where methodology, assumptions and judgement must be clearly explained and capable of being tested.

Valuations in Family Law

Family law valuations often involve privately held businesses, multiple entities, trust structures and income that is not straightforward.

Reports are structured to assist mediation or Court processes, with methodology and assumptions clearly explained.

Valuations must consider:

  • Maintainable earnings
  • Normalisation adjustments
  • Ownership structures
  • Practical operation of the business

Valuations in Dispute Contexts

Business valuations are required where value is contested or where outcomes depend on an independent assessment.
In these matters, clarity of reasoning and transparency of assumptions are critical.

Family Law Property Settlement

Valuations prepared for property settlement matters where business value forms part of the asset pool.

Shareholder & Partnership Disputes

Independent valuation of ownership interests where value is disputed between parties.

Commercial Litigation

Valuations prepared in contractual and commercial disputes where financial impact is contested.

Competing Valuation Positions

Independent review of competing valuation positions and underlying assumptions.

Methodology and Judgement

Valuation is not formulaic. The appropriate approach depends on the nature of the business, the available information and the issues in dispute.

Common approaches include capitalisation of earnings or discounted cash flow where appropriate.

The focus is on selecting methods that are supportable, explaining why they are suitable, and presenting conclusions that are defensible under cross-examination.

Prepared for Scrutiny

All valuations are prepared with the expectation they may be reviewed, challenged or tested.

Clear Methodology

Methodology and assumptions are explained in a structured and transparent manner.

Stated Limitations

Limitations in available information are identified, with their impact clearly explained.

Legal Structure

Reports are structured so they can be reviewed and understood in a legal context.

Common Valuation Issues in Disputes Matters

Valuation matters in disputes often involve differing assumptions, incomplete information and competing expert opinions.
Independent analysis is required to assess value, test methodology and clearly explain the basis of conclusions.

Business Valuation

Independent valuation of businesses and ownership interests for use in family law, commercial disputes and shareholder matters.

Loss and Damages

Assessment of economic loss and financial damages arising from breach, misconduct or other disputed events.

Income and Earnings

Analysis of income, earnings capacity and financial position relevant to support, property and compensation matters.

Financial Disclosure

Review of financial disclosure to assess completeness, accuracy and consistency with available records.

Transaction Review

Examination of financial transactions to identify anomalies, irregularities and undisclosed dealings.

Competing Expert Opinions

Review and evaluation of opposing expert reports, including methodologies, assumptions and conclusions.

Frequently Asked Questions

Clear answers to common questions about our business valuation services.

What valuation methods do you use?

It depends on the business and purpose. Common methods include capitalisation of earnings and discounted cash flow where appropriate.

Can you act as a Single Expert?

Yes. Graeme Bailey accepts Single Expert and Joint Expert appointments where independence is required.

Do you value small and large businesses?

Yes. Scope is tailored to the business, the issues and the dispute context.

What documents are needed?

Typically financial statements, tax returns, management accounts and relevant agreements.

Have a question that isn't answered here?

Get in touch for a confidential discussion about your matter.

Request a Confidential Discussion Request a Confidential Discussion

Speak directly with the team at Envision Forensics & Business Valuations

Determine scope, suitability and next steps for your matter.

Request a Confidential Discussion Request a Confidential Discussion 0477 828 148