Valuation Advisory

Equity & Advisory

Trusted Advisors

Equity & Advisory are frequently sought after for a variety of valuation purposes, each demanding a tailored approach:

• Independent Expert’s Report for Public Company Transactions: We play a pivotal role in delivering Independent Expert’s Reports, crucial in public company takeovers or reconstructions as mandated by corporations law or the listing rules of the Australian Stock Exchange. Our thorough analysis ensures a comprehensive understanding of the intricacies involved in these high-stakes transactions.

• Buyer’s Consideration Determination: Prospective buyers enlist our services to navigate the complexity of determining the appropriate consideration for an asset. Our in-depth analysis considers various factors, including market trends, asset quality, and potential for future growth.

• Seller’s Pricing Strategy: Sellers rely on our expertise to establish an optimal selling price for their assets. Our comprehensive approach incorporates market dynamics, asset valuation, and strategic considerations to maximise returns for our clients.

• Arbitration and Dispute Resolution: Serving as an impartial arbitrator, we facilitate the resolution of disputes between parties. Our meticulous valuation methodologies provide a fair and objective basis for settling disagreements, fostering equitable outcomes.

• Lender Security Assessment: Lenders engage us to assess the security for loans, providing a thorough evaluation of the borrower’s assets. Our analysis assists lenders in making informed decisions, mitigating risks associated with loan agreements.

• Firm Restructuring Support: In scenarios involving changes in the constitution of a firm, such as the entrance of a new partner or the retirement of an existing one, we offer strategic insights and valuation expertise to guide a smooth transition and ensure equitable adjustments.

• Intangible Asset Valuation for Financial Reporting: Supporting the accurate representation of the carrying value of intangible assets on a company’s balance sheet, we employ sophisticated valuation models and industry expertise to align financial reporting with the true value of intangible assets.

Contact Us

Equity & Advisory Limited

ABN: 48 472 503 902
ACN:  620 556 283
AFSL: 552476

Business Details

Address:Level 2, 170,
Fullarton Rd, Dulwich  SA  5065

P: (08) 8212 2929
F: (08) 8297 5910
E: [email protected]

Monday to Friday:
8:30am – 5:00pm