Appraisal or Valuation - What Do You Need?

Understand the difference between an Appraisal and a Valuation to help decide which option best suits your circumstances.

What is an Appraisal?

An Appraisal provides figures such as the capitalisation rate and a multiplier of the adjusted EBIT, giving a return on investment based on the 'worth' of the business.

We use your tax figures, have a detailed discussion with you, carry out an inspection of the business, and assess your market and other risk factors.

Appraisals:

 

What is a Valuation?

A Valuation may be required for legal, financial, or strategic purposes. It is influenced by the scope of engagement, instructions received, the period in question, and the intended use.

Although it uses similar paperwork to an Appraisal, a Valuation often requires more supporting documentation. It involves a deeper investigation into business viability and risk factors.

Valuations:

 

A full valuation may include analysis of hundreds of variables and requires professional expertise and current market knowledge.

Do You Need an Appraisal or a Valuation?

In most cases, when someone asks for a business valuation, they are actually seeking the outcome of an Appraisal.

An Appraisal from a qualified Business Valuer offers similar insights to a formal Valuation but lacks the documentation required for court or legal settings.

Appraisals focus on the current state of the business, with consideration of risk factors, and are suitable for informal decision-making.

Speaking with an AIBB Registered Business Valuer will help clarify which option best meets your needs.

Not Sure Which You Need?

Contact Business Brokers Network Australia to discuss your situation with a qualified Business Valuer.

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