Request a start-up valuation

Tell us what needs valuing and why.

Request a valuation

Get a scope and fixed fee

Tell us your purpose and cap table and we will confirm the tier and the fee in writing before any work begins.

Simple start-up valuation

$1,995 + GSTDelivery: agreed before commencement. Delivery time starts once payment and all required information have been received.

Change

Standard start-up valuation

$3,495 + GSTDelivery: agreed before commencement. Delivery time starts once payment and all required information have been received.

Change

Dispute or court expert report

$4,495 + GSTDelivery: agreed before commencement. Delivery time starts once payment and all required information have been received.

Change
Your details

Where should we send your scope and fee?

Name and email are the only required fields.

Tell us about the company and what the valuation is for. Please do not attach or paste financial documents here.

About the valuation

Add details for a sharper scope (optional)

What is the valuation for? (optional)
What is being valued? (optional)
Has the company raised capital in the last 12 months? (optional)
  • Some enquiries are easier to explain on a call, particularly where there is an approaching board decision. Speak with a valuer: 0433 475 518
  • No documents needed to enquire.
  • Nothing starts until you accept it. Sending an enquiry does not create an engagement.

What do I send you?

Give us your name and email, and if you like, a phone number and a short message on what you need valued and why. Name and email are the only required fields. Everything else, including the three questions below, is optional and only helps us reply with a more accurate scope on the first pass.

In short

Tell us what needs valuing and why. The signing valuer reads every enquiry and replies by email with the scope of work and a fixed fee. Nothing starts until you accept it, and delivery time starts once payment and all required information have been received. You do not need to attach anything: we never ask for documents through this form.

What are the three optional questions for, and how should I answer them?

These three questions often change the scope or the fee before we even speak; stage, timing and group structure can matter too, and we will ask about those by reply if needed. Answer what you can; leave any of them blank and we will simply ask by reply.

The detail and sources
Purpose

Why the valuation is needed: an ESS start-up concession valuation, a valuation to support an unlisted ESS offer under the Corporations Act (s 1100X) 1, a shareholder or founder transfer, a capital raise, or a tax or restructure event. If your purpose is a dispute or court matter, tell us here too: that is our dispute or court expert report, $4,495 + GST, delivery agreed before commencement. If your purpose is financial reporting, such as an AASB 2 option value or an AASB 13 fair value, tell us here too: financial-reporting fair value is offered, and it is a different basis from market value for tax 2, scoped and quoted separately. Delivery time starts once payment and all required information have been received. See Pricing for the full fee table. Purpose usually determines the basis of value 3, 2 (a shareholders' agreement or constitution can define its own), so this is one of the most useful things you can tell us.

What is being valued

The whole company (enterprise or total equity value), one class of shares, a specific parcel, or options or rights. Valuing one class means allocating equity value across classes with different rights. A parcel may need adjustments for control, marketability or transfer restrictions. An option or right is valued by reference to the underlying share. Each adds scope.

Capital raised in the last 12 months

A simple yes or no. If yes, we will ask for the amount, the date and the class of instrument by reply. This tells us what evidence may already exist and, for an ESS start-up concession valuation, whether the simpler net tangible assets method in LI 2025/19 may be available 4; other conditions also apply. See Recent capital raise as valuation evidence for why a recent round is treated as evidence, not as the value of an ordinary share 5, 6.

Do I need to attach anything?

Note

No. Documents are never requested or collected through this site, and there is no upload field here. Our reply email carries a private link for the cap table, financials and any other supporting material; we only ask you to use it once you decide to go ahead. If you would rather see the kind of material we typically ask for before you enquire, the start-up valuation checklist sets out what we typically ask for.

Sources (6)

  1. Corporations Act 2001, Compilation No. 148, Volume 5 (ss 1100W, 1100X, 1100Y, 1100ZA). Federal Register of Legislation. Compilation date 27 August 2026 (includes Act No. 69, 2026); ss 1100W to 1100ZB inserted by No 14 of 2022. Accessed 27 Sep 2026. S013
  2. Market valuation for tax purposes (Guide). Australian Taxation Office. Current at February 2025. Accessed 27 Sep 2026. S009 ab
  3. Income Tax Assessment Act 1997, section 83A-33. Commonwealth (text via ATO Legal Database). Current text as displayed 27 Sep 2026; inserted by No 105 of 2015. Accessed 27 Sep 2026. S006
  4. LI 2025/19 Legislative Instrument. Australian Taxation Office; Federal Register of Legislation. Made 9 Sep 2025; registered 11 Sep 2025 (F2025L01085); commenced 1 Oct 2025. Accessed 27 Sep 2026. S003
  5. ESS, Safe-harbour valuation methods. Australian Taxation Office. Last updated 1 October 2025; QC45990. Accessed 27 Sep 2026. S002
  6. Market value (ESS in detail hub). Australian Taxation Office. QC82046 (no date shown). Accessed 27 Sep 2026. S010

Last updated 28 September 2026