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Information required by the valuer:
  • 3 to 5 years business profit & loss statements
  • 3 to 5 years business balance sheets
  • Business Taxation Returns for the same years
  • Business Activity Returns for the same years
  • 3 to 5 years Personal Taxation Returns for the business owners/unit holders if they receive wages/super/directors’ fees from the business (Required for Family Court valuations only)
  • Each working owner’s total remuneration included in expenses for 3 to 5 years
  • A year to date management report (financial results – Profit & Loss and Balance Sheet)
  • A current plant and equipment depreciation schedule
  • Any promotional literature and or photos for/of the business
  • A completed business valuation questionnaire (this form)
  • Other relevant business and/or property valuations that have been carried-out over the last 5 years
  • Current real estate/property valuations relevant to the business valuation required
  • Copy of any Court Order relating to the valuation
  • Other relevant information you feel may be required
  • 50% fee upon engagement
ALL OF THE ABOVE INFORMATION SHOULD BE IN DIGITAL FORMAT, NOT HARD COPY.


CONTACT: Email, foreacc@gmail.com

Phone. 0401 847 306



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