The trusted business valuation tool for accountants.

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.

Private valuation report

Produce SME valuation reports for as little as $250

Save time with integrated data feeds

Save time with integrated data feeds

The valuation tool seamlessly integrates with Xero, MYOB and other platforms.

Take back control with in-house valuations

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

Upgrade or change your subscription at any time

Depending upon demand within your client base, our subscription packages are flexible.

No prescriptive pricing

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:

  • Before your client makes any decisions around strategic planning, succession or exit.
  • As the result of a tax restructure, a shareholder or partnership dispute or even litigation including family law and estate planning.
  • To consult on growth or profitability improvements.
  • Benchmarking, risk assessment and taxation requirements.
  • When a client is buying or selling a business.

Get started

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

This is a great tool. Easy to use and provided the exact reporting I needed to progress conversations around our business.

Tom Terry

PTSA

I am happy to recommend Succession Plus as a company that recognises the value in business potential and is prepared to shoot for it.

Rodney Hyman

RHAS

Subscription Pricing

Pay As You Go
$0 per report

What's included?

  • $250 + GST per report
  • Credits do not expire
  • Unlimited concurrent domain users
Foundation Plan
$360 + GST per month

What's included?

  • 3 reports per month
  • Unlimited concurrent domain users
  • Additional reports at $250 + GST each
Professional Plan
$900 + GST per month

What's included?

  • Unlimited reports
  • Unlimited concurrent domain users
  • Custom branded PDF report

Succession Plus is your partner in success

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

Know the value of your business