CGT valuations for Melbourne businesses, shares and units.
Independent market valuations for capital gains tax events: sales and transfers between related parties, gifts, buy-backs, roll-overs and concession claims. Signed, evidenced and built to be checked. From $1,495 + GST.
The whole price list.
One question decides your fee: what does the business turn over in a year? Find your row, read the price. Up to $10 million nothing else changes it; above that, the fee is quoted in writing before work starts.
Turnover under $2m
Small Business Valuation
Fixed in writing before we start
- Delivery
- 2 business days
Turnover $2m to $3m
Medium Business Valuation
Fixed in writing before we start
- Delivery
- 3 business days
Turnover $3m to $10m
Large Business Valuation
Fixed in writing before we start
- Delivery
- 3 business days
Turnover over $10m
Business Valuation over $10 million
Fixed fee quoted before we start
- Delivery
- Agreed before we begin
Delivery time starts once payment and all required information have been received. We tell you exactly what that information is before you engage.
The only things that change the price
- +$495Retrospective valuation date per historical dateA value as at a past date is a separate piece of work: it is built on the evidence that existed at that date.
- +$795Each additional entity per entityA second entity is a second set of financials to work through and a second conclusion to support.
- −$300Business and property together off the business valuation feeWhen one or more properties are valued to the same date by a property valuer, arranged through us. Applies once per engagement.
There are no disbursements, no printing or sundries charges, and no billing for emails or phone calls. Any add-on is agreed at engagement, never added afterwards.
When a matter needs more than this
The fees above buy a signed report built on the single approach the facts best support. Some matters need more than that: a conclusion cross-checked against a second and third methodology, with a deeper evidence file behind it. That is the report to order when the number carries real ATO review or dispute risk, when a position sits close to a threshold such as the $6m maximum net asset value test, or when you expect the value to be examined rather than simply filed.
A more comprehensive engagement is scoped and quoted separately, above the published fees. The fee is still fixed in writing before any work begins, the same as every engagement on this page. Tell us the purpose at enquiry and we will tell you which one you need before you pay for either.
Talk through a complex matterBusiness valuation fees range from $1,495 + GST to $3,495 + GST. Over $10 million the fee is quoted in writing before work starts.
In short
A CGT valuation sets the market value of a business, shares or units at a particular date for capital gains tax. It is usually needed when there is no arm's length price: a transfer to a related party or family member, a gift, a buy-back, a roll-over such as Subdivision 122-A or Division 615, an estate, or a small business CGT concession claim. Business Valuations Melbourne prepares signed, independent CGT valuations from $1,495 + GST. The ATO does not pre-approve valuations; what counts is a value that is independent, evidenced and able to be checked.
When a CGT valuation is needed
Capital gains tax works on what you received, or what you paid. When the parties are related, nothing is paid, or the price was never tested against the market, the law can use market value instead: for capital proceeds under section 116-30, and for cost base under section 112-20. A private business has no quoted price, so that market value has to be worked out and supported. Common triggers are the sale of a private business to someone connected with you, a transfer of shares to family or a family trust, a buy-back, a restructure roll-over that compares market values, an estate, and a small business CGT concession claim. Your accountant decides whether your event is one of these; we provide the value.
The most supportable value, not the most convenient
A business has a range of defensible values, depending on the method, how the evidence is weighted, and what the value is for. We test more than one accepted method, find the supportable range, and conclude at the point the method and facts best defend. Where the evidence allows a more favourable supportable position, the report shows it and explains why. Where the evidence calls for a conservative one, the report says so. We never adopt a figure the evidence does not support.
What the report includes
- ·An executive summary with the concluded value and the supportable range
- ·The purpose, scope, valuation date and intended use
- ·The basis of value (market value) and a reliance statement
- ·An overview of the business, its ownership and its finances
- ·Normalised earnings, with each add-back shown
- ·The methods considered, with reasons for choosing or rejecting each
- ·Sensitivity across the methods tested
- ·Why the conclusion is the most supportable point in the range
- ·Key assumptions and limitations
- ·An independence statement and the signature of the valuer responsible
- ·The working file kept for ten years
CGT valuations for Melbourne owners and their accountants
Accountants instruct us directly, or you can engage us and pass the report to your accountant. The kinds of events that need one: a family group moving shares to a related company, a Box Hill clinic moving its goodwill into a new entity, or a Geelong manufacturer passing units in the trading trust to the next generation. Where the event also moves Victorian land between related parties, the State Revenue Office has its own requirement: the market value must be declared and supported with an independent valuation. Land is valued by a property valuer. We value the business, goodwill, shares or units, to the same date, so the CGT figures and the duty figures agree. The tax position is for your accountant and the duty position for your lawyer or the SRO.
Documents we need
- ·Financial statements for the last three to five years
- ·Management accounts for the year to date
- ·The asset register and depreciation schedule
- ·The share or unit register
- ·A schedule of related-party transactions
- ·Revenue by customer, to show concentration
- ·A summary of key contracts
- ·Evidence for any add-backs
Fees and delivery
The fee covers one entity valued at one date, and it is fixed before we start. Business Valuations Melbourne's fees are set by the annual turnover of the business: $1,495 + GST under $2 million, $2,495 + GST from $2 million to $3 million, $3,495 + GST from $3 million to $10 million, and a written quote above $10 million. A small-business report arrives in 2 business days and a medium or large report in 3 business days; above $10 million we agree the delivery date before work begins. Delivery time starts once payment and all required information have been received. Each extra entity is +$795 and each past valuation date is +$495, both agreed at engagement. Everyone pays the same published fee, and it never moves with the value we reach.
Common questions.
Is a CGT valuation automatically accepted by the ATO?+
No. The ATO does not pre-approve valuations, and it can review any of them. Its guide says a valuation is usually judged on the process followed. Our report sets out the method, evidence and reasoning so it can be checked.
Can I ask for a particular value?+
No. The fee is fixed before we start and the conclusion comes from the method and the evidence. If a client wants a figure the evidence does not support, we say so and decline the engagement on those terms.
When is a CGT valuation required?+
Usually when there is no arm's length price: related parties, gifts, buy-backs, roll-overs that compare market values, estates and small business CGT concession claims. Your accountant confirms whether your event needs one.
Who values the property?+
A property valuer. We value the business, goodwill, shares or units, and can align the valuation date with the property valuation.
How much does a CGT valuation cost, and how long does it take?+
$1,495 + GST under $2 million of annual turnover, $2,495 + GST from $2 million to $3 million, $3,495 + GST from $3 million to $10 million, and quoted in writing above that. Small-business reports are delivered in 2 business days and medium and large reports in 3 business days, from when payment and all required information have been received. Each past valuation date is +$495 and each extra entity +$795.
- ·Market valuation for tax purposes (guide), Australian Taxation Office
- ·Market valuation of assets, Australian Taxation Office
- ·CGT events, Australian Taxation Office
- ·Income Tax Assessment Act 1997 s 116-30: market value substitution rule, ATO legal database
- ·Income Tax Assessment Act 1997 s 112-20: market value substitution rule (cost base), ATO legal database
- ·Understanding the dutiable value of property, State Revenue Office Victoria
Talk to a valuer
Tell us what you need valued.
A fifteen-minute call confirms the package, the fixed fee and the delivery date, before you commit to anything.
03 8375 4177Mon to Fri, 9am to 5:30pm Melbourne time
Send the form and we reply within one business day. No documents needed to start.
Small Business Valuation
$1,495 + GST
For a business with annual turnover under $2 million. Signed report in 2 business days. Delivery time starts once payment and all required information have been received. The fee is fixed in writing before we start and never tied to the outcome.
Larger business? Tell us in the form and we recommend the right package. All fees
Last reviewed 10 November 2026 by Business Valuations Melbourne, Level 7, 55 Collins Street, Melbourne.