When you have most of your financial “eggs” in one basket, it is a good idea to watch that basket!

Successful business owners are checking the value of their business every year, as part of their family wealth creation plan, and to reduce their value gap risk.

A value gap risk is the difference between what your business is worth today and what you need it be worth to achieve your personal, family and business life plans.

Our Business Value Assessment Service will show you the true value of your business, and can be easily updated to highlight changes over time.

The key outcome is a cost effective business value assessment of your business.

We use industry benchmarks to pin point areas where you can improve your business value. With ‘what if’ and ‘revaluation’ analysis technology we can create a plan for you to get to (or exceed) your desired business value.

You can also use it when selling your business or planning for succession or asset protection.
If you want to grow the value of your business, we provide ongoing support which can be tailored to your goals, and your budget. We work closely with you as your Value Improvement Business Adviser, looking at your whole business, not just the numbers.


Survey and Scorecard

Complete our ten question, one-minute Business Value Survey to better understand how strategic issues impact the value of your business. you can do it here , it’s free,  this is very quick survey that will give you a taste of the key areas we delve into in detail.

Risk and Value Driver Assessment

Conduct a comprehensive review of qualitative risk and value drivers that affect your business value including:

• Industry trends;
• Key person reliance;
• Customers, staff and systems;
• Growth opportunities and more.

Profit and Cash Flow Analysis

Our Business Value Assessment Service will standardise your business profit, so it can be compared with other similar businesses.
Typical profit adjustments include abnormal and extra-ordinary items and non-commercial owner’s salaries and benefits.


We use the largest and most accurate benchmarks databases to validate our value assessment and to identify future value improvement opportunities.


What are your ‘Low Awareness’ value factors? Find out by taking our complimentary Business Value Assessment Survey and download your personalised Business Value Scorecard. Then contact us to take action and improve your business value.

Questions? Send us a quick message: