Valuations

Comprehensive, Robust and Objective

Sapere Valuation specialises in valuing businesses, shares, debt, derivative securities and intangible assets for a variety of purposes, including financial reporting, taxation, unit pricing, disputes, acquisitions and group reconstruction.

Our team has vast experience in undertaking valuations to meet the requirements of Australian and International Financial Reporting Standards, as well as Australian Taxation Office and State revenue authority requirements.

We value businesses across a variety of industries, with clients including listed companies, private businesses, fund managers and superannuation funds, family offices, private equity firms, law firms and both state and federal taxation authorities.

What we do

We have extensive experience in the valuation of businesses, shares and other assets and liabilities.

Our experience includes valuations arising in the context of:

Portfolio valuation (infrastructure)
Financial reporting
Taxation
Acquisitions and disposals
Shareholder disputes.

Portfolio Valuation and Infrastructure

Our team specialises in the valuation of unlisted infrastructure assets, with experience across a broad range of asset classes, including:

Toll roads
Airports and seaports
Rail
Water utilities
Gas/electricity distribution and transmission
Power generation
Terminal storage
Waste management
Public-Private Partnerships.

Financial reporting

We provide valuation services for a range of financial reporting requirements, including:

Purchase price allocations and business combinations
Impairment testing
Share-based payments
Financial instruments.

Taxation

We conduct valuations for a wide variety of both State and Federal tax purposes, including:

Capital gains tax
Stamp duty
Tax consolidation
Transfer pricing
Thin capitalisation
Taxable real property.

Acquisitions and disposals

We have performed numerous valuations to assist clients to understand the value of their businesses, whether it be for potential business disposal or to identify strategies to improve value.

Shareholder disputes

Our team specialises in performing valuations to assist in dispute resolution, whether it be to assist with valuing a business for an existing shareholder or providing expert valuation advice under the terms of a shareholder agreement.

Sapere has vast experience undertaking valuations that meet the requirements of Australian and International Financial Reporting Standards, Australian Taxation Office and State revenue authority requirements.