How it works

From a free indicative range to a compliance-grade valuation signed by an independent valuer. Seven stages, four tiers, and a committed turnaround for each.

The process

From estimate to defensible record

The platform is highly automated so it can serve volume, but a human valuer's signature is the compliance moat, never designed out. Seven stages take you from a free estimate to a signed, auditable Dalio Voss.

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01

Indicative range

Answer a few questions and get an instant indicative value range — free, and clearly not compliance-grade.

fact_check
02

Onboarding & triage

A short questionnaire assigns your engagement a tier and confirms scope, purpose (default: the 30 June 2027 CGT reset) and an independent valuer.

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03

Secure data collection

Connect your accounting system and complete a guided questionnaire. Everything is stored in Australia; a completeness engine chases what's missing.

monitoring
04

Automated analysis

A deterministic, versioned engine normalises earnings, selects the right method, and produces a value range with a full calculation trail.

verified
05

Valuer review & sign-off

An independent qualified valuer inspects every input, method and assumption, adjusts as needed, and signs. Every decision is captured.

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06

Delivery

You receive a signed report on the IVS / APES 225 standard, with a complete evidence pack — plus a dashboard of your value and its drivers.

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07

Value improvement

A companion report shows where value is being lost and a prioritised roadmap to lift it — framed around the business, not the number.

Tiers, price & turnaround

A triage questionnaire assigns the right lane. Any single complexity flag bumps the engagement up a tier — you always see which tier applies and why.

Tier 1 - Streamlined desktop valuation

Single, profitable entity. A desktop valuation built from your financials and delivered instantly: maintainable earnings capitalised against market multiples.

Quoted after triage
Instant
Get my desktop valuation
Tier 2 - Standard

Larger or more complex. Earnings-based plus an asset cross-check. Deeper valuer review.

Quoted after triage
5 business days
Get my desktop valuation
Tier 3 - Complex

Groups, cross-border, pre-revenue or disputes. Bespoke method, full manual review by a senior valuer.

Scoped after triage
10 business days
Get my desktop valuation

The seal signifies a signed record

Only the final, valuer-signed report carries the Dalio Voss seal. Its absence is deliberate, an indicative estimate is a working document, not a defensible valuation.

Torn legal document with a gold seal and black fountain pen on a dark wooden desk.

Start with a desktop valuation

A few figures give you an instant desktop valuation. It will also tell you whether a full valuation is worth buying at all.

Start with a desktop valuation
Read the FAQ
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