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ATO valuation reports: common issues

ATO valuation reports: common issues

by Simon Cook | Jul 28, 2022 | Business Valuation, Transfer & ATO Valuation

The ATO sets out comprehensive requirements of what is expected in a valuation report. These requirements include that the report is understandable, replicable, reasonable and defensible. But what are some of the issues the ATO encounters with valuation reports?...

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    Services

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    Process

    • Operational analysis
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    • Cash flow modelling
    • Discount rate modelling
    • Liquidity modelling
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    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

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