Small-Family-SME Business Valuations - White Paper Insights 2025 - Judgement & Data - 11 December 2025 (On Demand)
1 CPD Hour
Description
Five factors that are key to providing Replicable & Defensible Small-Family-SME Business Valuations
AUS/NZ Small-Family-SME business advisers will deepen their knowledge of the principles & data that underpin a business value.
They will also learn how new non-financial KPI data is changing the landscape for Business Valuation services.
Key insights:
- 42% of owners don’t know what their business is worth.
- 84% have a value gap risk.
- Five compliance factors.
- Multiple methodology.
- Risk-Profit-Value Driver analysis.
- Comparable business data.
- Validating assumptions - financial & non-financial.
- Standards Compliance & Independence.
- Critiquing a third-party valuation.
- Compare, review & update current valuation processes.
- Lower risks.
- Grow restructuring services, engage succession, sale & exit clients.
ORIGINAL BROADCAST DATE
11 December 2025
LEARNING OUTCOMES
- Close a SME business owner(s) education & value gap risk.
- Deeper knowledge of the principles & data that underpin a business value.
- Higher awareness of five factors to provide compliant valuations.
- Update advice processes to enhance the quality & depth of valuation services.
- Understand how non-financial KPI data is changing the landscape of SME valuations.
- Reduce risks by addressing current concerns & flaws.
- Grow restructuring services & engage succession, sale & exit clients.
SUITED TO
Any adviser to Small-Family-SME business owner.
This includes Accountants, Financial Planners, Lawyers & other advice businesses.
PRESENTER
Grant Bloxham, CEO & Founder, Bstar Pty Ltd
Grant is a data mining specialist for AUS/NZ Small-Family-SME businesses. He is considered an accounting industry thought leader, is the co-author of the ‘Judgement & Data’ White Paper & was the lead in securing Microsoft support for the Data Mining App.
Over the last 25 years, Bstar has gained the trust & respect of accountants and financial advisers by offering automated business valuation, advisory & accountability App. solutions, sharing industry knowledge/expertise & strategies that boost practice profit/values.