Certified Valuers · APES 225 · IVS Compliant

Certified Business Valuations
for Newcastle and the Hunter
From Seven Business Days

Signed reports for owners from Lake Macquarie and Maitland to Cessnock and Port Stephens, written for the people who will read them closely: the ATO, Revenue NSW, ASIC, your bank, the Supreme Court of New South Wales and the Newcastle registry of the Federal Circuit and Family Court.

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What We Offer

Valuation Services: Certified Business Valuation

Every engagement opens with a free call. Tell a certified valuer what has prompted the need for a figure; you hear which report suits it, and the engagement letter follows within 48 hours.

01

Indicative Valuation

A private range for a Hunter owner weighing up retirement, an unsolicited offer or a co-owner's departure, kept within the business. Intended for internal decision-making; it is not a certified opinion for lenders, courts or the ATO.

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02

Certified Valuations

A Summary or Detailed report signed by a certified valuer and written so the ATO, ASIC, the NSW courts and your bank can place weight on it.

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03

Certified Valuations for Complex Matters

The deepest report, for contested matters: oppression and commercial claims in the Supreme Court of New South Wales, property settlements before the Federal Circuit and Family Court in Newcastle, and family groups where every entity needs its own value.

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Andrew Mackson, Managing Partner, Newcastle Business Valuations
Managing Partner
Andrew Mackson
CFA, ABV, CBV
A Message from our Managing Partner

Andrew Mackson

"A number is only useful if it still stands after a buyer's accountant, a bank's credit team, the ATO or an opposing expert has gone through it line by line. Every report we sign for a Hunter business is written with that reader in mind."

Newcastle Business Valuations exists so that a family company in Maitland or an engineering firm in Mayfield can get a signed, court-ready valuation without paying for a listed-company engagement. The report might back a sale, a restructure, a handover to the next generation, a review by the ATO or Revenue NSW, or evidence in the Supreme Court of New South Wales. Whatever the purpose, the certified valuer whose name is on it answers for it.

A. Mackson
CFA ABV CBV 15+ Years
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Why Choose Us

Why Newcastle and Hunter Owners Work With Us

Certified Valuers Who Know the Hunter Economy

We work by video call and phone with engineering and mining services firms in Mayfield, practices near John Hunter Hospital at New Lambton Heights, cellar doors in Pokolbin and defence suppliers around Williamtown. We know how transfer and landholder duty work under the Duties Act 1997 (NSW), and what the court's expert evidence rules and the Expert Witness Code of Conduct ask of a valuer.

Built to Be Checked by Someone Else

Each report is prepared under APES 225 and the International Valuation Standards and signed by a certified valuer. The working runs in order, from the accounts through the adjustments to the final figure, so a bank, the ATO, a judge or the other side's expert can retrace every step.

Signed Reports, From Seven Business Days

Once your records are in, certified Summary and Detailed reports are delivered from seven business days, set out the way the ATO, ASIC, the Federal Circuit and Family Court and the major lenders expect to see them.

Matched to the Purpose: Sale, Tax, Audit or SMSF

Selling a Hunter Valley wine business, testing a claim for the Division 152 concessions, giving an auditor an AASB 13 fair value for a mining services contractor, or valuing business real property held by your SMSF: one call settles which report the purpose needs.

A Figure You Can Explain Yourself

On the closing call we go through how the income, market and asset approaches were applied to your business, so you can take a co-owner, a buyer or your family through the result on your own.

Valuations for the ATO and Revenue NSW

Market values for CGT events, Division 7A loans and SMSF transactions, values that sit behind a duty assessment by Revenue NSW, and a written basis to point to if an auditor or a revenue officer asks how the figure was set.

Defensible Reports

Certified Valuation Reports From Seven Business Days

Every report is signed by a credentialed certified valuer and built to withstand ATO, ASIC, court and bank scrutiny.

Our Services
How It Works

Our Process: How to Value a Business

1
Initial consultation

Free Consultation

Speak with a certified valuer at no cost to determine the right report type for your situation.

2
Documents

Documents

We request the necessary financial statements, tax returns, and business information securely.

3
Valuation Commencement

Valuation Commencement

Your certified valuer analyses the financials and applies the appropriate valuation methodology.

4
Additional Information

Additional Information

If further detail is needed, your certified valuer reaches out directly, keeping you informed throughout.

5
Report Delivery

Report Delivery

Your certified, signed valuation report is delivered from seven business days once we have what we need.

Common Questions

Frequently Asked Questions

It is a signed opinion of what a business, or a share of one, is worth on a particular date and for a particular purpose. To reach it, the valuer works out the earnings a buyer could count on, applies the approaches that suit the business (income, market or asset), and reconciles them into one figure or a narrow range with the reasons written down.
For most established Hunter businesses the lead method is capitalisation of future maintainable earnings. A discounted cash flow suits earnings that are about to change, such as a mining services contractor adjusting to the region's energy transition or a defence supplier near Williamtown awaiting a contract renewal. Comparable sales and listed company multiples supply the market check, and adjusted net assets suits plant-heavy operators and holding companies. Rules of thumb only ever confirm; the industry, the size of the business and the purpose decide which method leads.
It is when the figure will be argued over: evidence in the Supreme Court of New South Wales, a property settlement in the Federal Circuit and Family Court, a review by the ATO or Revenue NSW, or a shareholder dispute with an expert on the other side. For a private view before you decide something, an Indicative valuation does the job. It is intended for internal decision-making and is not a certified opinion for third parties.
Frequently, yes. Where the valuation is obtained for an income-producing purpose the fee is generally deductible, and where it relates to a CGT event it may form part of the cost base instead. Which treatment applies turns on your facts, so check with your accountant or tax adviser first.
Use a Summary report when outsiders will read the number but are unlikely to dispute it: selling the business, admitting a partner, an employee share plan, a bank finance application or an SMSF audit. It is certified and signed, and it explains which approaches were applied and how the conclusion follows.
It is the standard the Accounting Professional and Ethical Standards Board sets for its members when they value a business, a shareholding or an asset in Australia, formally titled APES 225 Valuation Services. It covers how the engagement is defined, what is documented and what the report must disclose. We prepare every Summary and Detailed report as an APES 225 Valuation Engagement, the fullest engagement type the standard describes.
It starts with a free call to agree why the value is needed, the date it must speak to and the report that fits. After that we request your accounts and records, adjust them to maintainable earnings, run the approaches that suit the business and deliver the signed report, followed by a closing call that takes you through the reasoning.
Two sets of standards apply: APES 225 in Australia, and the International Valuation Standards issued by the IVSC. Where the figure drives a tax outcome, the ATO's market valuation guidelines apply as well. The valuer who signs our Hunter reports holds the CFA charter and the ABV and CBV designations.
Andrew Mackson, who signs our reports, holds the CFA, ABV and CBV designations and has more than 15 years of experience across valuations, transactions and expert evidence. No report leaves us until a certified valuer who is willing to defend it has reviewed and signed it.
It is an opinion prepared under APES 225 and signed by a credentialed valuer. The report sets out the purpose, the standard of value, the evidence relied on, each adjustment and the reasoning, so a court, the ATO, a bank or the other party to a deal can rely on it.
Your first step is to talk to the valuer whose signature is on the report. If an input of fact turns out to be wrong, we correct it and reissue the report without charge. What we will not do is shift the conclusion towards a figure someone would prefer: a report is only worth having while it stays independent.
Yes. We act for owners across the City of Newcastle, Lake Macquarie, Maitland, Port Stephens, Cessnock and the Upper Hunter, and every consultation runs by video call or phone. For a sense of scale, at 30 June 2025 the City of Newcastle had 16,296 actively trading businesses, Lake Macquarie 15,181 and Maitland 6,142 (Source: ABS, Counts of Australian Businesses, including Entries and Exits, July 2021 to June 2025). Wherever you trade, the report is prepared and signed the same way.
Free Consultation

Book a Free Consultation Call

Andrew Mackson, our Managing Partner, takes the first call with every Hunter owner, by Google Meet or by phone. Describe what is going on in the business and ask him anything; the call is free and you are not committed to anything.

Andrew Mackson
Andrew Mackson, CFA, ABV, CBV
Managing Partner · 15+ years
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Service Area

Valuations for Owners Across Newcastle and the Hunter

Consultations by video call and phone · info@newcastlebusinessvaluations.com.au

Serving owners in Newcastle, Lake Macquarie, Maitland, Port Stephens, Cessnock and the wider Hunter.