Data-backed Business Valuation Services 2026

Use the most accurate financial benchmarks & exclusive non-financial KPI data at each stage of your valuation services process

Accurate, reliable & comparable data is essential to deliver compliant, replicable, defensible & scalable business valuations.

CGT reforms are expected to significantly increase the demand for ATO compliant valuation services. The webinar insights will help you identify your approach for valuation services - internal, outsourced or referral.

Key insights:

1. Judgement + Data = Conclusion of Value
2. Non-financial KPI data that even the tax offices don’t have access to
3. Two practical, data case studies that demonstrate valuation data flaws
4. Prepare an ATO compliant, data-backed valuation for your practice

Supporting insights:

• Use data at each stage of your valuation processes:
• Before - discover any data limitations, set client expectations & identify due diligence drivers
• During - source comparable, like for like’ data to challenge & support judgement decisions
• End - validate key assumptions & record limitations in your valuation report
• Avoid two common, known & unacceptable risks:
• 1. Reliance on, or acceptance of ‘rule of thumb’ multiples
• 2. Failure to source comparable validation data
• Target two growing, profitable SME Family Office services markets:
• SME owners 3 - 5 years away from succession, sale or exit
• Internal Business Succession Planning (IBSP)

LEARNING OUTCOMES

• Discover credible sources of data & how to use it
• Update advice processes to enhance the quality & depth of valuation services
• Deeper knowledge of 80 non-financial KPIs that affect the performance & value of a business (e.g. Personal Goodwill)
• Overview of a 3-staged data process for internal succession
• Informed decision making on your valuation approach for CGT purposes
• Grow restructuring, valuation, improvement, succession, sale & exit planning services
• Learn how to prepare an ATO compliant, data-backed valuation for your practice

SUITED TO

Any adviser to Small-Family-SME business owners.

This includes Accountants, Financial Planners, Finance Brokers, Business Brokers Lawyers & other SME advisers.

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 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.

Bstar’s data is expected to grow to FIVE million financial benchmarks & non-financial KPIs by December 2026.

Over the last 25 years, Bstar has gained the trust & respect of accountants & financial advisers by offering automated business valuation, advisory & accountability App. solutions, sharing industry knowledge/expertise & strategies that boost practice profit/values.