Resources & Templates
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      What Business Valuation resources are available?

      Core Pro subscribers can access templates & resources to get you started with business valuation advisory services

      Business Valuation in Core Resources includes 4 Key Documents

      1. Revised APES 225 for information on compliance requirements for valuations

        • The objective of APES 225 Valuation Services is to specify a Member’s professional and ethical obligations in respect of the provision of a Valuation Service to a Client or Employer

      2. A Business Valuation Checklist / Questionnaire - questions to ask your client to obtain the correct information and content
      3. Brief Business Valuation Estimate - calculation spreadsheet to do a quick estimate only
      4. Full Business Valuation Report - comprehensive Word document template to update and customise to suit your client's scenario & position. Recommended for users with some valuation expertise.

        Advanced Valuation Advice Recommendation

        The LYD partner Succession Plus offers a dedicated Business Valuation Report tool to use 

        Succession Plus - LightYear Docs

        LightYear Docs have joined forces with Succession Plus to provide users with discounted access to the joint LYD + Succession Plus Business Valuation Tool. This is the most trusted business valuation tool available for accountants and gives you complete control over the process.

        Learn more at https://succession.plus/