Lotus Amity Business Valuation

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Community & sustainability

At Lotus Amity we are committed to social and environmental responsibility, with a focus on environmental sustainability in the community.

We operate an environmentally sustainable business with community engagement that is also environmentally focussed. At Lotus Amity we contribute at least 1% of annual revenue to charitable projects with a focus on the environment and human rights.

Past project we have supported include:

  • Renewable World. The charity supports the provision of affordable renewable energy services to improve incomes, health and education in the developing world.
  • Hattha Kaksekar Limited‘s green loan program.  The program is designed to help improve living standards of poor and low-income people living in rural areas of Cambodia by giving them access to clean energy. Solar loans under this program allow poor families living off the grid to invest in solar home systems that can power lights, fans, radios, and mobile phones.
  • Rainforest 4 Foundation and its acquisition of the Diwa lot 155 Cape Tribulation, in the Daintree Rainforest. A lowland tropical rainforest with Southern Cassowary and Bennetts Tree-kangaroo.
  • Rosie Swale Pope in her 6,000 mile run from the UK to Kathmandu at age 74. Rosie raised money for PHASE and their wonderful work on improving the health, education and livelihoods of communities in Nepal.
  • Climate Force and their 527 acre high-biodiverse, organic rainforest regeneration project including planing 360,000 native trees.
  • Kiva and their work to expand financial access to help underserved communities with solar kits.
  • Reforest Now and their project to regenerate rainforests through large-scale tree plantings.

Banking

Lotus Amity bank with Bank of Australia.  Bank of Australia is a customer-owner, carbon neutral bank that invests to create positive social and environmental change. The bank doesn’t lend to the fossil fuel industry and loans are to subject to a responsible investment policy. As a customer with Bank of Australia, we are part-owner in a conservation reserve.

Environmentally sustainable business

At Lotus Amity we believe in operating an environmentally sustainable business leaving little or no footprint. Our policies in place to minimise the environmental footprint include:

  • Working with environmentally sustainable clients and suppliers
  • Operating a paperless office with only electronic documents stored in the cloud
  • Using virtual meeting technology to avoid unnecessary travel
  • Limiting travel to foot, bike or public transport
  • 100% of energy from renewable sources
  • Recycling all plastics, glass, and metal
  • Eliminating the use of single-use disposable plastic items, such as plastic bags, cups, straws, and bottles
  • Safely disposing of e-waste

Purposes

  • Financial reporting
  • Tax and stamp duty
  • Commercial disputes
  • Family disputes
  • Transactions
  • Employee share schemes
  • Start-ups and raising capital

Services

  • Private businesses
  • Intellectual property
  • Minority interests
  • Preference shares
  • Debt and options
  • Expert witness
  • Loss of profits

Process

  • Operational analysis
  • Financial analysis
  • Cash flow modelling
  • Discount rate modelling
  • Liquidity modelling
  • Comparable analysis
  • Industry & economic analysis
  • Valuation approaches & methods
  • Company analysis

Industries

  • Biodiversity & Renewable Energy Valuations
  • Professional Practices and Consultants
  • Management Rights, Brokers and Real Estate Agents
  • Investment Management and Superannuation Services
  • Distribution and Wholesaler
  • Manufacturing and leasing
  • Heavy Machinery
  • Engineering Valuations
  • Construction
  • Retail and hospitality
  • Tech and digital assets
  • Education, Health, and Social Assistance
  • Agriculture
Purposes
  • Financial reporting
  • Tax and stamp duty
  • Commercial disputes
  • Family disputes
  • Transactions
  • Employee share schemes
  • Start-ups and raising capital
Services
  • Private businesses
  • Intellectual property
  • Minority interests
  • Preference shares
  • Debt and options
  • Expert witness
  • Loss of profits
Process
  • Operational analysis
  • Financial analysis
  • Cash flow modelling
  • Discount rate modelling
  • Liquidity modelling
  • Comparable analysis
  • Industry & economic analysis
  • Valuation approaches & methods
  • Company analysis
Industries
  • Professional Practices and Consultants
  • Management Rights, Brokers and Real Estate Agents
  • Distribution and Wholesale
  • Manufacturing valuations
  • Retail valuations

07 3040 6368
simon@lotusamity.com

Physical Office Location: Waterfront Place, Level 34, 1 Eagle Street, Brisbane, 4000

Postal Address: GPO Box 307, Brisbane, QLD, 4001

Working Hours

Mon - Fri : 8AM-6PM
Sat - Sun : Closed

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This article is the property of the author. This article is intended for general information purposes only and is not intended to provide, and should not be used in lieu of, professional advice.
The publisher assumes no liability for readers’ use of the information herein and readers are encouraged to seek professional assistance about specific matters.

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