Know what your agency, rent roll or book is worth. Be able to show why.

Agency Valuations publishes fixed fees, set by the annual revenue (excluding GST) of what is valued: a rent roll's management income, an insurance or mortgage book's recurring income, or a whole agency's turnover. Where that revenue is under $2 million, the Small Business Valuation costs $1,495 + GST and the report arrives in 2 business days. From $2 million to $3 million it is the Medium Business Valuation at $2,495 + GST, and from $3 million to $10 million the Large Business Valuation at $3,495 + GST; both arrive in 3 business days. Over $10 million, we quote the fee in writing before work starts. For a dispute or court, an expert report costs $4,495 + GST whatever the size. Two add-ons apply: $495 for each retrospective valuation date and $795 for each additional entity. Delivery time starts once payment and all required information have been received.

A rent roll is valued on the management income it earns and how securely that income will carry on under a new owner. The valuation looks at the number of properties under management, the management fees charged, how long landlords have stayed, how spread the income is across owners, arrears and compliance, the property management team, and any retention or clawback terms in the sale. Each roll is valued on its own facts rather than on a rule-of-thumb multiple. A rent roll valued on its own is banded by its annual management income: under $2 million, the fee is $1,495 + GST.

It depends on how much of the income recurs, how reliably it has renewed, and whether it will stay once the book changes hands. For an insurance brokerage that means recurring brokerage income, renewal history, the spread of clients and classes of insurance, and who holds each client relationship. For a mortgage broking book it means trail income, the quality and age of the loan book, the lender mix, and the terms on which the book can transfer. A book valued on its own is banded by its annual recurring income: under $2 million, the fee is $1,495 + GST.

Yes. A rent roll, an insurance book or a mortgage broking book can be valued on its own, without the rest of the agency. The fee band is then set by that roll or book's own annual income (management income for a rent roll, recurring income for a book), not by the turnover of the whole agency. The fee is $1,495 + GST where that income is under $2 million, $2,495 + GST from $2 million to $3 million, and $3,495 + GST from $3 million to $10 million. Tell us at enquiry exactly what is changing hands, so the report values the right thing.

Two business days for a Small Business Valuation (revenue under $2 million). Three business days for a Medium Business Valuation ($2 million to $3 million) or a Large Business Valuation ($3 million to $10 million). Where revenue is above $10 million, or the report is an expert report for a dispute or court, we agree the delivery date with you before commencement. Delivery time starts once payment and all required information have been received. Before the report is signed, you receive a draft so you can check the facts.

Not always. Many agencies, rent rolls and books change hands on a negotiated price. An independent valuation gives you a supportable number before a buyer names theirs, shows a buyer how that number was reached, and gives your accountant market value evidence if the sale has tax consequences. Agency Valuations values agencies and books; it does not broker, list or sell them, so the report is independent of the deal. A valuation where the annual revenue of what is sold is under $2 million is $1,495 + GST.

No. A broker's appraisal is usually an estimate of the price an agency might achieve on the market, prepared by someone whose fee may depend on the sale going ahead. An independent valuation comes as a signed report. It lays out the method, the evidence, the assumptions and the limitations behind a concluded value, and the valuer who prepares it has no part in the deal. Agency Valuations charges a fixed fee agreed before the work starts, from $1,495 + GST where the annual revenue of what is valued is under $2 million.

In most cases: financial statements and tax returns covering the last few years, current-year management accounts, and the ownership structure. For a rent roll, the management listing with fees and the date each landlord came on board. For an insurance or mortgage book, the client or loan listing with the income from each. Also any offer, heads of agreement or sale contract if one exists. We confirm the exact list on the first call, before you engage. Delivery time starts once payment and all required information have been received.

Yes. We agree the fee in writing before any work starts, so the answer cannot change what we are paid. Agency Valuations values agencies, rent rolls and books and never brokers, lists or sells them, so it has no part in any deal. If you ask for the valuation to reach a number you have already chosen, the engagement is declined on those terms. Each report states its independence, and its methods, evidence and assumptions are set out so the other side can test them.

A suitably qualified business valuer prepares and signs every report. The valuer who signs your report is confirmed to you in writing before work begins. Every report follows the guidelines of APES 225 Valuation Services, and we keep the ATO's market valuation guidance in mind as it is prepared. Agency Valuations prepares valuations and nothing else: it does not give tax advice or financial product advice, so your accountant or adviser remains the person to advise you on what to do with the value.