The independent valuation desk your firm refers to.
Fixed-fee, senior-reviewer-signed business valuations for your clients' CGT events, small business concessions, Division 7A, restructures and disputes — you keep the client relationship, we supply the independent evidence.
Prismi is an independent business-valuation firm that works as the outsourced valuation desk for Australian accounting practices. When your client needs a market valuation for a CGT event, the small business CGT concessions, Division 7A, a restructure or a dispute, you instruct us, we scope and confirm a fixed fee up front, and we deliver a senior-reviewer-signed report you can rely on. You keep the client relationship; we provide the independent evidence your file needs. Prismi is not a registered tax agent and does not give tax advice.
Why accountants refer the valuation out
Two reasons, and both protect you. First, independence: where a valuation supports a tax position your firm is also advising on, a value you prepared yourself is far weaker if the ATO reviews it than an independent one — the ATO's market valuation guidance expects objectivity, and a report from the adviser who benefits from the outcome invites challenge. Second, defensibility and capacity: a tax-purpose valuation needs multiple methodologies tested, evidence documented, and a qualified signatory, which is time your practice usually does not want to carry in-house. Referring the valuation to an independent specialist keeps your advice clean and your file strong.
How the partnership works
You stay in control of the client. You tell us what is being valued, at what date, and for what purpose; we confirm the scope and a fixed fee before any work begins; we prepare the valuation, test the methodologies, document the evidence and have it signed by a senior reviewer; and we deliver a report you attach to your file. We deal with your client only as far as the valuation requires, and we never advise them on tax, structuring or anything adjacent — that stays with you. The valuation is the only thing we do.
- ·You instruct us — the asset, the valuation date, the purpose
- ·We confirm the scope and a fixed fee in writing, up front
- ·We prepare, test and senior-review the valuation
- ·You receive a report ready for your working papers
- ·You keep the client relationship, start to finish
What we handle for your clients
The client matters accountants most often refer to us, and the engagement tier each typically warrants:
| Client matter | What Prismi delivers | Typical tier |
|---|---|---|
| Small business CGT concessions (Div 152, $6m MNAV / active asset) | Defensible market valuation with active-asset analysis, built for ATO review risk | Defensible Valuation File |
| CGT event — sale, transfer, deemed disposal | Independent market value at the relevant date, methodology reasoned | Essential or Comprehensive |
| Division 7A dealing | Market value of the asset transferred, or net assets for distributable surplus | Comprehensive |
| Restructure or rollover (Subdiv 328-G, 122-A) | Supportable values attributed across the restructure, genuine-restructure evidence | Comprehensive or Defensible |
| Related-party transfer | Independent value with any minority discount / control premium reasoned | Comprehensive |
| Family law or shareholder dispute | Independent report prepared to the relevant standards, to your instructions | Defensible or Scenario Review |
Fixed fees your client sees before they commit
Every engagement is a published fixed fee, confirmed in writing at instruction and never contingent on the concluded value — which matters for independence as much as for your client's budget. You and your client know the number before the work starts.
- ·Essential — from $1,495 + GST. Single methodology, 10–14 business days.
- ·Comprehensive — from $3,995 + GST. Dual methodology, 15–25 business days.
- ·Defensible Valuation File — from $8,995 + GST. Triple methodology, 25–35 business days.
- ·Valuation Range & Scenario Review — from $12,995 + GST. Contested or threshold-sensitive matters, 30–45 business days.
- ·Add-ons, also fixed: retrospective +$495 per historical date; additional entities +$750 each; rush +30%.
What lands in your file
Each report is prepared with the ATO's market valuation expectations in mind and documented so the position is defensible if reviewed: the methodologies tested with reasoning for selection and rejection, the evidence relied on, the assumptions stated, the concluded position and supportable range, an independence statement, and a senior reviewer's signature. We retain the complete working file for ten years, so if the matter is queried long after lodgment, the process behind the number can be shown.
Becoming a referral partner
There is no contract to sign and no volume commitment. Send us your first client matter and see how the engagement runs. Firms that refer regularly get priority turnaround and a direct line to the signing valuer. To instruct us on a client matter, or to talk through how the partnership works, book a short call or email the details and we will confirm the scope and fixed fee.
Common questions.
Do you pay referral fees or commissions to accountants?+
No — and deliberately so. A fee paid for the referral, or a valuation fee contingent on the outcome, compromises the independence that makes the report defensible in the first place. What you get instead is a fixed price your client sees up front, fast turnaround, and a report that holds up under review — which protects your client and your file far more than a commission would.
Will you try to take my client?+
No. You keep the client relationship end to end. We deal with your client only as far as preparing the valuation requires, we never advise them on tax or structuring, and we refer any adjacent questions straight back to you. The valuation is the only thing we do.
Can the report be co-branded or white-labelled for my firm?+
The report is issued independently and signed by our senior reviewer — that independence is what gives it weight if the ATO reviews it, so it cannot carry your firm as the author. It is prepared to sit in your working papers and be relied on by you and your client, and we are happy to be named as the independent valuer you engaged.
How fast can you turn a client matter around?+
Essential reports run 10–14 business days, Comprehensive 15–25, and the Defensible Valuation File 25–35. Rush turnaround is available at +30% of the base fee, and regular referral partners get priority scheduling. We confirm the timing with the fixed fee before you commit.
What do you need from me to get started?+
The entity or interest being valued, the valuation date, the purpose (the tax event or matter), and the client's recent financials. We come back with the scope, the recommended tier and a fixed fee in writing. Nothing proceeds until you approve it.