8 in 10 business owners want to value and benchmark their business*

Knowing what your business is worth is a vital link to succession and retirement planning. Most business owners regard their business as their superannuation. Unfortunately, more of then than not, business owners believe their business is worth more than what it actually is. This uninformed view usually results in great disappointment when the business fails to meet the price expectation and there is often a shortfall of funds to support retirement.

It is imperative that you fully understand what your business value is so that you can prepare your business for sale or dispute resolution. At Charter Tax Partners, we are passionate about advising private and family business owners on how to grow the value of their business to achieve financial independence and security. Our method of valuation will help take the guesswork out of the process and give you confidence moving forward.

We offer a range of specialised business valuation services including:



  • Valuation benchmarking services to compare your business value to the industry average and benchmark.



  • Value Improvement Benchmarking Advice services to identify areas for value improvement, get your business ready for sale and give you advice on what you can do to maximise the value of your business.



  • Business valuation services for boards of advice, succession planning, tax planning/minimisation, asset protection, insurance, wealth creation, financing and other professional service’s needs.

Formal Business Valuations

  • Business valuation services for disputes, relationship breakdowns and other professional litigation service’s needs.

We provide cost effective, best of breed business valuation services as we have access to:

  • A patented business valuation tool that scientifically calculates the value of a business
  • The largest, most accurate, real time valuation benchmarks database.

Our Management Credentials