Seminars and Webinars

Justice in Business Valuations – The Family Lawyer Bootcamp

Learn how to advocate for fair business valuation outcomes in family law matters. Go from passive instructor to active participant in the business valuation process

Event Details
Speaker: Trevor Monaghan, Forensic Accountant and Business Valuation Specialist

Cost: $198 per person to cover venue and light lunch

Choose a Venue

Melbourne: 9am-1pm, 17th June 2026

Brisbane: 9am-1pm, 14th July 2026

Sydney: 9am-1pm, 4th August 2026

Newcastle: 9am-1pm, 15th September 2026

Topics Covered

understanding financial statements (P&L and balance sheet)
being aware of the different business valuation methods that experts can use
(there’s at least 8)
why the valuation date matters (a lot)
how do experts guess “the multiple” (yes they do educated guesses all day long)?
how to read a valuation report to find the key outcomes and variables quickly
how to spot bias in a business valuation report
how to treat shareholder loans in a business valuation and in the property pool
how taxes affect the business valuation and the property pool (CGT, Div7A, Rosati)
how do “market value” and “value to the owner” interact in family law?
how to use forensics to investigate unreported cash income and other allegations
(wastage, add-backs and resource considerations)
top 10 mistakes made by business valuation experts and how to spot them
the importance of providing non-financial information to the expert
typical assumptions and limitations in an expert business valuation report
how to cross-examine a business valuation expert (including a list of standard
probing questions)
how to advocate for your client’s position in the business valuation process even
with a single expert
understanding how the family law rules apply to engaging, providing information
to and critiquing single experts
when and how to attempt to adduce evidence from another expert
when and how to engage a shadow litigation consultant to assist with the matter

Recent Client Testimonials

Valuation & Due Diligence

“I engaged Climax Business Strategies in a recent due diligence exercise for a company that I was looking to buy into. It was an absolute pleasure to work with Trevor. I found him to be very practical, thorough and easy to work with. He also engaged well with the target company and was always professional and patient. He added more value to the due diligence process than I was expecting and he provided powerful insights into their inner workings and quickly identified areas requiring further investigation. I felt confident having Trevor on my team. Trevor’s frequent and timely correspondence coupled with a convenient online portal for aggregating and sharing artifacts further simplified the engagement. I have no hesitation in recommending Climax Business Strategies to anyone wishing to conduct a due diligence investigation or just seeking a practical and honest business health review.”

Gavin Kawalsky

Business Valuation

“Not only did we receive a formal valuation which far exceeded our expectations, but Trevor’s detailed report gave us a completely new insight into the strengths (and more importantly weaknesses of the business).We are now using the valuation report as a checklist or template, for improving the profitability of the business in the future.”

Steve Devane

Strategic Planning & Tax

“Climax Business Strategies is a proactive Newcastle accounting firm that I recommend to anyone trying to grow their business and save tax. Trevor has a passion for understanding his clients’ businesses and I enjoy working with Trevor to develop strategies to continue to grow my own business. As a solicitor it’s important for me to have a relationship with a great accountant. I work closely with my own clients on succession planning and reducing business risks and it’s good to know that I have an accountant at call when needed that understands real business issues.”

Sam Roberts, Roberts Legal