Independent healthcare business valuations across Australia

Valuation services

Independent valuations for every healthcare business decision

HPNA prepares independent business and share valuations for healthcare businesses across Australia. The purpose of a valuation shapes its scope, the standard of value applied and the form of the report, so each service below explains what the engagement involves, who it is for, how the valuation is approached and what you receive.

Fixed fee, published. Every fee is on the website, set by revenue band and agreed before work starts. It never depends on the conclusion, and HPNA takes no commission from any party. See the fee schedule.

Valuation services

Select the service that matches the decision or requirement in front of you. If you are not sure which applies, an initial discussion will confirm the appropriate scope.

  • Independent Business Valuations

    Independent Business Valuations

    A written, reasoned opinion of what a healthcare business or an interest in it is worth at a stated date and for a stated purpose, prepared by a valuer with no stake in the outcome.

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  • Share and Equity Valuations

    Share and Equity Valuations

    Independent valuations of shares, units and partnership interests in healthcare businesses: enterprise value to equity value, then the interest itself, its rights, control and marketability.

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  • Tax and Restructure Valuations

    Tax and Restructure Valuations

    Independent market valuations of healthcare businesses, shares and goodwill for CGT events, the small business CGT concessions, restructure roll-overs, Division 7A and transfer duty.

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  • Family Law Business Valuations

    Family Law Business Valuations

    Independent valuations of healthcare practices and practice interests for property settlements under the Family Law Act 1975, whether HPNA is jointly instructed as the single expert or engaged by one party.

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  • Partnership and Shareholder Dispute Valuations

    Partnership and Shareholder Dispute Valuations

    Independent valuations of a departing owner's interest in a medical, dental, allied health, pharmacy, veterinary or NDIS business for exit clauses, deadlocks, oppression buy-outs, mediation and expert determination.

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  • Sale and Exit Valuations

    Sale and Exit Valuations

    Independent valuations for healthcare business owners preparing to sell and for purchasers testing an acquisition or a group offer: price expectations, deal structure, goodwill and what transfers.

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  • Succession Planning Valuations

    Succession Planning Valuations

    Independent valuations for internal succession in healthcare businesses: associate buy-ins, staged equity sales, family transfers and a retiring principal, updated as the plan progresses.

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  • Internal Transaction Valuations

    Internal Transaction Valuations

    Independent market values for related-party transactions in healthcare practices: admitting a practitioner to the equity, buy-backs, transfers between family entities, incorporations and related-party asset transfers.

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  • Strategic Valuation Reviews

    Strategic Valuation Reviews

    Periodic, independent reviews of value for healthcare owners and boards. Track what the practice is worth, test the decisions that move it, and plan an exit, a raise or a group structure.

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Reasons for a valuation

A clear value for an important decision

Whether the valuation is required for a transaction, dispute, tax matter or future planning, HPNA provides an independent conclusion supported by clear analysis.

  1. 1

    Initial discussion

    We establish the business being valued, the purpose of the valuation and the appropriate valuation date.

  2. 2

    Information collection

    You receive a focused information request covering the financial and operational material required.

  3. 3

    Analysis and valuation

    We analyse maintainable earnings, business risks, healthcare-sector factors and relevant valuation methodologies.

  4. 4

    Draft findings

    We provide the draft valuation and clarify any factual questions before finalisation.

  5. 5

    Final report

    You receive a clear, independent valuation report suitable for its stated purpose.

Make your next decision with a clear understanding of value.

Tell us about your healthcare business and the purpose of the valuation. We will confirm the appropriate scope, information requirements, timeframe and the fee band that applies.