INSIGHTS THAT DRIVE SMARTER DECISIONS
If you hold private company shares bought before 1 July 2027 and sell after it, the gain is split at 30 June 2027, and you will need a value for that date. There are two ways to set it.
If most of your business's value was built before 30 June 2027, the short-cut can understate it, pushing more of the gain into the period after 1 July 2027, where it is generally taxed more heavily. The difference in tax payable can run into the millions. Our free decision tool shows which way your numbers fall.
The CGT reforms are now law. The short-cut (apportionment) method is set by a ministerial instrument that is still in draft, so its details may change. General information only, not tax advice.
INOVA Advisory is a boutique, founder-led firm supporting Australian businesses and their advisors, with a specialisation in private company valuations and financial modelling.
We pair deep technical capability with a commercially grounded focus, delivering clear, defensible and decision-ready analysis for engagements ranging from owner-operated enterprises to complex multi-entity and cross-border groups.
Every engagement is led by INOVA's founder. The person who scopes the work is the person who builds the analysis and signs the report, which keeps the technical rigour and accountability in one place.
Every conclusion is grounded in comprehensive market evidence and robust, data-driven analysis, not rules of thumb.
A standardised, tech-enabled workflow does the heavy lifting on data and drafting. That frees senior time for the judgement calls that actually move a valuation, and keeps turnaround fast.
The technical standard of a large advisory team, with the direct senior involvement and responsiveness of a boutique practice.
Private company valuation is our core specialisation, and the same discipline runs through everything else we produce: rigorous, well-reasoned analysis that gives you the confidence to act.
Independent valuations of shares, businesses and business interests under APES 225, from owner-operated companies to multi-entity and cross-border groups. Includes purchase price allocations and intangible asset valuations.
Used for restructures, employee share schemes and options, tax consolidation, financial reporting, capital raising, succession and management buy-ins and buy-outs.
A critical, independent read of a valuation report prepared by another professional. We assess the methodology, key assumptions, inputs and the reasonableness of the conclusion, and give you written comments on where it holds up and where it doesn't.
Used when you've been handed a valuation and need to know whether to rely on it, such as a counterparty's figure in a sale, a buy-out or a restructure.
A review is not a valuation and is not an engagement under APES 225. It does not express our own opinion of value.
Support through a sale, acquisition or capital raise, from the first decision to completion: pricing, structuring, financial assessment and the modelling behind the negotiation. Led personally, never handed to a junior team.
An independent look at a target's quality of earnings, working capital and financial risk before capital is committed, or at your own business before you take it to market.
Dynamic, transparent models for forecasting, budgeting, capital raising and scenario analysis. Clear logic, explicit assumptions and traceable inputs, so the model survives the questions.
These engagement types apply to our valuation work only. Every valuation is prepared under APES 225, the professional standard governing business valuations in Australia, and the right type depends on who will rely on the number.
The approach and procedures are set by you or by an existing agreement, such as a shareholders' agreement or constitution. The result is a calculated value rather than a conclusion of value.
Relies more on internal financials and comparable companies, with less weight on macroeconomic conditions, industry dynamics and qualitative factors.
The most rigorous and comprehensive type. Detailed analysis of all relevant facts, circumstances and supporting data available at the valuation date.
*Indicative only. Actual fees depend on factors including the size and complexity of the business, the structure being valued, the purpose of the valuation, the information available and the timeframe. Groups and multi-entity structures are quoted on scope.
They usually sit inside a broader tax, litigation, reporting, transaction or planning matter. These are the ones we see most.
We work directly with your client, keep you informed at every step and hand the relationship back intact. A referral carries your reputation, so every engagement is performed to the highest standard.
Add specialist valuation capability without building it in-house. We prepare the analysis and the report to support your firm's own engagement, on your timeline.
A quarterly read of Australian mid-market private M&A, translated into what the deals say about private company value.
Tell us what you're working on. We'll come back with the right engagement type, a fee and a timeline.