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Transactions & Succession

Transactions & Succession

When it comes to business transactions and succession planning, clarity, independence, and timing are essential. At Groves Valuations & Forensics, we assist business owners, advisers, and legal professionals with expert valuations to support confident decision-making—whether you’re preparing for sale, managing a generational handover, or navigating a shareholder exit. Our valuations are tailored, defensible, and built to support smooth transitions.

 

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Pre-Sale Vendor Valuations Buyer Due Diligence Valuations Succession & Estate Planning Valuations Shareholder Exit & Buy-Sell Agreement Valuations Related Party / Management Buyout Valuations
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Pre-Sale Vendor Valuations Buyer Due Diligence Valuations Succession & Estate Planning Valuations Shareholder Exit & Buy-Sell Agreement Valuations Related Party / Management Buyout Valuations

Know Your Worth

Pre-Sale Vendor Valuations

Before going to market, it’s vital to understand the true value of your business. Our vendor valuations help you set realistic price expectations, identify key value drivers, and strengthen your negotiation position. With our independent insight, you can go to market prepared and well-informed.

Request a Pre-Sale Valuation
Pre-sale vendor valuations

Buy With Confidence

Buyer Due Diligence Valuations

Buying a business requires more than just reviewing financials. We provide objective valuations as part of the due diligence process—helping you validate the asking price, assess risks, and avoid overpaying. Our approach is thorough, transparent, and focused on what matters most to you.

Request a Due Diligence Valuation
Buyer Due Diligence

Smooth Transitions

Succession & Estate Planning Valuations

Transferring a business to the next generation or managing estate planning involves complex valuation needs. We provide valuations that support equitable asset distribution, minimise disputes, and align with legal and tax requirements. Our work supports accountants, solicitors, and families through sensitive transitions.

Discuss a Succession or Estate Valuation
Succession and Estate Planning

Fair & Efficient

Shareholder Exit & Buy-Sell Agreement Valuations

Whether planned or triggered by unexpected events, shareholder exits require an accurate valuation methodology. We prepare independent valuations for buy-sell agreements, exit negotiations, and dispute resolution—ensuring all parties have a clear, fair basis for the transaction.

Request a Shareholder Exit Valuation
Shareholder Exit & Buy-Sell

Independent Valuations

Related Party / Management Buyout Valuations

When ownership is changing hands within a business—whether to related parties or management—independence and transparency are key. We provide arm’s-length valuations to support fairness, reduce conflict, and satisfy regulatory or stakeholder requirements.

Request a Management Buyout Valuation
Related Party and Management Buyout

Our Process

  • 1. Initial Review & Scope Confirmation

    We begin with a no-cost preliminary review of your business, examining key information to understand its structure, performance, and context. From there, we outline the appropriate scope of work and confirm the next steps to proceed with your valuation.

    04 July 2023 12:00 AM

  • 2. Data Collection & Technical Analysis

    Once engaged, we issue a streamlined data request designed to minimise disruption. Our team then undertakes a thorough review of the information provided, applying technical analysis and industry-appropriate valuation methods to assess business value and key risks.

    04 July 2023 03:00 PM

  • 3. Report Delivery & Professional Collaboration

    We deliver a detailed valuation report that clearly outlines our findings, valuation approach, and key insights. Where needed, we meet with you and your advisors—accountants, lawyers, or other professionals—to ensure full clarity and support for decision-making.

    04 July 2023 03:00 PM

  • They took the time to 'dumb' it down for me so I could understand. Very professional and knowledgeable - great job team!
    Brian Brown
    CEO, Gutter Knight Australia
  • Comprehensive in approach as well as plain spoken. Better still, the results I have seen are better than anywhere else in the industry.
    Christopher Brereton
    Nat'l Manager, O'Maras
  • Stephen and his team delivered their expertise quickly and worked with us and our client in delivering a highly technical and sophisticated deliverable.
    Vincent Elias
    Director, Infinity Financial

Got questions?

Others frequently ask…

  • We work with lawyers, accountants and business owners. Whether meeting tax or financial reporting obligations, planning for a transaction, or meeting family law requirements, we tailor our services to meet specific needs.

  • We combine deep valuation expertise with clarity, independence, and a commitment to service. Our reports are built to withstand scrutiny, and we’re known for being responsive, easy to work with, and transparent in our process.

  • Stephen is the founder and Principal of Groves Valuations & Forensics. A senior valuer, with extensive experience in business and IP valuations, Stephen has worked on high-stakes matters involving the ATO, family law matters, corporate restructures and more. Click here to learn more about Stephen.

  • Groves Valuations & Forensics is based in Sydney and Brisbane, but we work with clients across Australia and internationally.

    While many valuations can be conducted remotely with secure access to information, we believe in the value of personal connection. Wherever necessary, we prioritise in-person meetings and are available to travel for matters that require a more hands-on or collaborative approach.

  • Yes — independence is one of our core principles. We provide unbiased, objective valuations that are not influenced by stakeholders or external pressures. Moreover, we specialise solely in valuations and are not part of a multi-disciplinary firm.

  • The duration required for valuations depends on several factors. This includes the size and complexity of the business and IP, and the purpose of the valuation.

    As a general guide, valuations normally take anywhere from 2 weeks to 6 weeks to complete, however we often work to short timeframes to meet client needs.

  • At Groves Valuations & Forensics, we don’t take a one-size-fits-all approach. We carefully select the most appropriate valuation methods based on the specific circumstances of each engagement.

    The right method depends on several factors — including the type of business or IP being valued, its financial and operational performance, the availability and reliability of data, the purpose of the valuation, and whether relevant market comparisons exist.

    With significant experience, we’re well-versed in applying a range of accepted methodologies, and we’re always transparent about the approach we take.

     

Reach out to Groves
today

Needing a valuation for you or your client? You don’t need all the answers — that’s what we’re here for.
Reach out and we’ll walk you through it.