Sapere Valuation, led by John Farrant, 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:
Our team specialises in the valuation of unlisted infrastructure assets, with experience across a broad range of asset classes, including:
- Toll roads;
- Rail (light and heavy);
- Water utilities;
- Gas and electricity distribution;
- Gas and electricity transmission;
- Power generation;
- Terminal storage;
- Waste management; and
- Public-Private-Partnerships, amongst others.
Our clients include many of Australia’s largest institutional investors, relying on our team to assist them to meet their financial reporting and unit pricing requirements.
We provide valuation services for a range of financial reporting requirements under both Australian and International Financial Reporting Standards, including:
- Purchase price allocations / business combinations;
- Impairment testing;
- Share based payments; and
- Financial instruments;
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; and
- Taxable Australian real property, amongst others.
We have performed numerous valuations to assist clients understand the value of their businesses, whether it be for a potential business disposal or to identify strategies to improve value.
Our team specialises in performing valuations to assist in dispute resolution, whether it be to assist with valuing a business for an exiting shareholder or providing expert valuation advice under the terms of a shareholder agreement.