Take control of the process and improve your margins. We've teamed up with Xero to create a tool to quickly and accurately determine valuations for your SME clients.
Save time with integrated data feeds
The valuation tool seamlessly integrates with Xero, MYOB and other platforms.
Take back control with in-house valuations
Why outsource your client valuations when you can self-serve online? Add a profit centre not a cost centre - no loss of margin.
Upgrade or change your subscription at any time
Depending upon demand within your client base, our subscription packages are flexible.
No prescriptive pricing
You determine what you charge for your valuation services.
Our online valuation tool uses a discounted cash flow approach, relying on adjusted maintainable earnings and a risk based multiple. We use Net Operating Profit After Tax as the key earnings metric in our reports and valuations. The key is in the name: ‘Net’, meaning ‘after everything is included’ such as key valuation drivers and risk inherent to the operation.
Get access to a valuation tool that suits common accounting situations, including:
Xero is world-leading online accounting software built for small business.
Simply select the report that best suits your needs and register to begin the process in determining the value of your business.
This is a great tool. Easy to use and provided the exact reporting I needed to progress conversations around our business.
I am happy to recommend Succession Plus as a company that recognises the value in business potential and is prepared to shoot for it.
Succession Plus is Australia’s largest Business Succession & Exit Planning advisory firm. As a registered Business Broker and Valuer holding accreditations in taxation, accounting, corporate finance and management, Succession Plus can provide both indicative and formal valuations that meet the requirements of APES 225.
More about Succession Plus