Give any client a business valuation they can act on.
Accountants, advisers, brokers and consultants use SME BASELINE to put a defensible, indicative value on an Australian SME — co-branded to your own firm. Your client uploads their financials and answers a short questionnaire. You review what's flagged, run the calibrated model, and deliver a range with the full working shown.
An actual case, ±12.5%. A valuation is a range plotted on a reference line — never a single number.
Accountants, advisers, brokers, consultants
You run the whole thing inside your own login: create the client, pay, review the questionnaire, run the model, deliver the report. You only ever see your own firm's clients — enforced server-side, not just hidden in the interface.
Business owners
They're never the paying party and never sign in to anything. They get a single-use link by email, answer a category-aware questionnaire in about 25 minutes, and it autosaves as they go.
Four steps, and a full working shown at every one of them.
Set up the client
Client details, financials upload, tier and commission, payment.
Questionnaire
A single-use link, ~25 minutes, autosaves as the owner goes.
Review and value
Work through what's flagged, then run the calibrated model.
Deliver
A co-branded report with the range and the full working shown.
Not a black box. Every figure traces back to an input.
Most indicative valuations assert a number. SME BASELINE shows the bridge — size band, industry modifier, quality-score positioning, hard caps, earnings-to-price — and grades every adjustment by how it was reached.
Evidence-graded, not asserted
Every earnings adjustment is tagged by how it was reached, in the workspace and on the report itself.
A range, never a false-precision point
States exactly why the range widens: a low-confidence industry prior, stale records, owner-asserted add-backs, no lease reviewed.
Versioned and reproducible
Every report stamps its model and form version. Two reports built months apart use the same method.
A working tool your firm operates end to end.
Automatic financial reading
Upload a P&L or balance sheet — PDF, CSV, scanned or not — and it's read and mapped to a standard chart of accounts, with a source label and confidence flag on every figure.
The workspace assistant
A chat widget in every workspace. General mode answers methodology and pricing questions before a firm signs up; case mode is a second set of eyes on one client's own figures — never another's.
A permanent benchmark database
Every accepted case writes a de-identified, versioned record. No cell is ever shown with fewer than five contributing records.
Valuation Report
Full working shown, key financial metrics, a client-ready follow-up list.
Advisory Report
Everything above, plus published ATO benchmark comparisons, peer-benchmarked KPIs, and prioritised recommendations.
Dr Dennis Price, MBL, DComm
A valuation method built for real-world Australian businesses, not tech startups — size band, industry modifier, quality score, hard caps, and an earnings-to-price bridge, calibrated against a growing benchmark of actual SME data.
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