Overview
Tony is a Director with PPB Advisory’s Forensics team, specialising in valuation and forensic accounting.
He has over 25 years' accounting experience, including eleven years with Coopers & Lybrand, with particular focus in:
- valuations of businesses and equity interests
- assessment of consequential loss
- corporate advisory, due diligence and litigation support.
Specialist expertise
Tony’s experience managing valuation matters covers a range of industries and businesses and his exposure and skills within this area are highly regarded by many clients. Some recent matters include:
- valuation of business interests in family law proceedings
- valuing minority interest in a private company involved in the finance industry
- valuation of business and economic loss resulting from compulsory acquisition of property by Vic Roads
- valuation of well known cosmetics brand and associated trademarks for acquisition purposes
- valuation of business for CGT purposes including eligibility for small business concessions.
Experience/recent transactions
Commercial valuation matters
- Valuing minority shareholding (23% interest) in a private company involved in the finance industry.
- Under instructions from the board of directors of premium brand consulting practice, determined business value to facilitate negotiations with a potential equity investor
- Valuing a business acquired by the plaintiff to proceedings who alleged that the defendant (vendor) misrepresented the financial performance of the business purchased from the defendant.
- Advisory role in assisting a majority shareholder prepare its submission to an independent expert appointed by the Federal Court (as to valuation of business and equity therein resulting from shareholders dispute).
- Valuation of business and economic loss resulting from compulsory acquisition of property by Vic Roads.
- Valuation of well known cosmetics brand and associated trademarks for acquisition purposes.
- Valuation of business for CGT purposes including eligibility for small business concessions.
Family law valuation matters
- Valuing the equity of a business in the meat processing industry as part of determination of matrimonial assets in divorce proceedings.
- Valuing electrical engineering company for family law proceedings and property settlement purposes.
Qualifications/memberships
- Bachelor of Commerce (University of Melbourne)
- Instituteof Chartered Accountants - Forensic Accounting Special Interest Group
- Instituteof Chartered Accountants - Business Valuation Special Interest Group
- Institute of Chartered Accountants Member.