Pricing, cash, a raise, a sale, a month that went backwards and nobody can say why. Senior financial leadership for a fraction of a month — working alongside your accountant, not replacing them.
Ongoing or one-off, independent, and priced up front. Every engagement is scoped in a short call before anything is committed.
Senior financial leadership every month, without a full-time hire.
One defined piece of work, quoted and fixed before it starts. No retainer required.
A market value dated at 30 June 2027, documented to survive ATO scrutiny.
A defensible number to anchor the negotiation — and the confidence to refuse a lowball offer.
Under the reform, assets held on 30 June 2027 are deemed sold and reacquired at market value. An APES 225 valuation dated at that day sets the baseline that protects the value you have already built — and it cannot be produced retrospectively.
If that applies to you, it is worth dealing with well before the queue forms.
Three changes matter to business owners. None of them require you to sell — but all of them depend on a market value at one specific date.
Assets you hold on 30 June 2027 are treated as sold and immediately bought back at market value. The gain up to that point is calculated then, and taxed later when you actually sell.
Cost base indexation replaces the CGT discount for assets held over twelve months, alongside a 30% minimum tax rate on capital gains. How your gain splits across the two regimes depends on the 30 June value.
Assets acquired before 20 September 1985 lose their pre-CGT status. Without a defensible valuation you risk a zero cost base — the ATO treating your entire proceeds as gain rather than just the growth.
No hourly billing and no surprises. Most engagements run 10–15 business days from the point we have your information.
A short conversation about your goals, your timing, and what you need the valuation for.
Three years of financial statements, any forecasts you have, and background on the business.
Scope, fee and timeline agreed in writing before any work begins. The fee is fixed at this point and doesn't move.
Industry benchmarks, market data and recent comparable transactions — the evidence your number has to stand on.
Earnings, assets and risk analysed using the methodology appropriate to your business, not a single formula applied to everything.
You see the draft estimate and the reasoning behind it before anything is finalised, and you get to push back on the assumptions.
A clear, defensible valuation report you can put in front of the ATO, a court, a buyer or your accountant.
Not sure whether you need one yet? Step one is free and there's no obligation attached to it. If a valuation isn't worth commissioning in your situation, that's what the first conversation is for.
DIRECTOR · ACCUTARE CONSULTING
I worked as a financial controller inside businesses of very different sizes — long enough to learn that a valuation built only from a spreadsheet usually misses what actually drives the number. Stock that doesn't turn. A key customer nobody has a contract with. An owner whose departure would take half the margin with them.
I started Accutare to do valuations the way I wanted them done when I was on the other side of the table: independent, defensible, and explained clearly enough that you could argue the case yourself. Every engagement is priced up front, and I do the work myself.
"Accutare Consulting provided expert advice, and on a short time frame".
Power Brothers
Your accountant closes the year and lodges it. That is backward-looking by design. The decisions that actually move the business — what to charge, what to fund, what to stop — get made in between, usually without anyone senior in the room.
A Fractional CFO retainer puts someone there regularly: challenging the assumptions, keeping the forecast honest, and helping you decide where to invest and where to pull back.
Talk about a retainerMost valuers won't quote until they've had you on the phone. These are the actual prices for a single trading entity, with what's included and how long it takes.
| Service | What you get | Turnaround | Fee |
|---|---|---|---|
| CGT valuation | Full APES 225 report dated 30 June 2027Methodology, comparables and ATO-ready documentation | 10–15 days | $2,000+ GST |
| Preliminary estimate | Indicative range without the full reportFor deciding whether, or when, to sell | 5–7 days | $1,200+ GST |
| Fractional CFO | Monthly retainer, scoped to your businessReviews, forecasting, reporting and ad hoc advice | Ongoing | Quotedafter a short scoping call |
| Project work | A defined piece of work with a start and an endCash forecast, pricing review, lender pack, budget or model | By scope | Quotedfixed before starting |
| Multiple entities | Groups, trusts and related structuresQuoted after a short scoping call | By scope | Quotedfixed before starting |
The work your accountant isn't engaged to do: monthly management reporting you can act on, a rolling thirteen-week cash forecast, and a second set of eyes on pricing, margin and investment decisions before you commit. Your accountant closes and lodges the year, which is backward-looking by design. A fractional CFO works on the twelve months ahead. The two roles sit alongside each other — you don't need to leave your accountant to engage one.
Every retainer is quoted individually after a short scoping call, and you get a fixed monthly fee in writing that doesn't change unless the scope does. There's no hourly billing, no lock-in contract, and no charge for the scoping call. If a retainer is more than you need, the same work can be scoped as a one-off project at a fixed price instead.
If you own a business or business assets you expect to still hold on 30 June 2027, then a market value at that date will matter to your tax position whenever you eventually sell. Whether a formal valuation is worth commissioning depends on the size of the likely gain and how long you've held the assets — that's the first thing we work out on the call, and it's free.
Sometimes, but it gets harder and less defensible the longer you leave it. A valuation is expected to be contemporaneous with the date it reports. Evidence that's easy to gather in June 2027 — current management accounts, live comparable transactions, an accurate picture of the customer base — becomes reconstruction after the fact, and reconstruction is what draws scrutiny.
Pre-CGT assets lose their exempt status under the reform and enter the CGT system at market value. Without a defensible valuation you risk the ATO treating the entire eventual sale proceeds as a gain, rather than just the growth from 2027 onwards. For long-held family businesses this is the most expensive part of the change.
It's the professional standard for valuation services set by the Australian accounting bodies. It governs independence, methodology and disclosure. A report prepared to APES 225 is what the ATO, a court or a counterparty's advisor expects to see — an informal appraisal or a broker's opinion generally isn't.
Three years of financial statements, any forecasts or budgets you have, and a conversation about the business — customers, contracts, staff, equipment and what makes it work. If your records are messy that's normal and not a reason to delay; part of the job is making sense of them.
Six pages, written for business owners rather than accountants. What actually changes, whether it affects you at all, and what to have ready if it does.
No cost, no obligation, and I won’t add you to a mailing list.
No charge and no obligation. We'll work out whether you need a valuation at all, and if you do, you'll have a fixed fee before anything begins.
Book a time that suits you, or send your details and I'll come back to you within one business day.
Or reach me directly — nick.johnson@accutareconsulting.com · 0490 850 638
I answer every enquiry within one business day. Your details are never shared and never sold.
