Trevor Monaghan is an accredited Business Valuation Specialist under Chartered Accountants Australia and New Zealand (CA ANZ) with extensive experience in providing both technical and practical advice to business owners and the courts across all industries and locations. Trevor specialises in business valuations, forensic financial analysis, taxation advice and strategic planning. He is often called upon to prepare expert reports for matters requiring expertise in business valuations, financial analysis and taxation. He has written more than 1000 independent business valuation and forensic reports for various jurisdictions and has been cross-examined in various court jurisdictions.
His expert work has been predominantly for family law purposes due to the high demand but he has also regularly prepared reports for commercial litigation and many other purposes. In addition to expert work requiring affidavits or court attendance, Trevor also prepares numerous independent reports and forensic work for mediation of disputes, taxation, mergers and acquisitions.
Trevor also provides technical and practical seminars to solicitors in relation to business valuations and forensic accounting topics. He has provided technical and practical training to hundreds of legal firms and barristers around Australia. Trevor is the managing director and owner of Climax Valuations and Forensics, a Chartered Accounting firm providing services in the fields of business valuation, forensic accounting, litigation support and strategic business advice.
Trevor is also the founder and head software engineer of Valuation Ultimate, the leading business valuation software used by more than 500 business valuation firms worldwide to prepare their expert business valuation reports. The software includes a secure client portal.
Click Here for a Downloadable PDF of Trevor Monaghan’s CV
Formal Qualifications
- Accredited Business Valuation Specialist (CA ANZ);
- Member and public practice certificate holder of CA ANZ #266168;
- Registered Tax Agent;
- Diploma of Financial Planning (Kaplan Professional);
- Certificate IV in Property Services (Business Broking);
- Bachelor of Commerce (University of Newcastle);
- Bachelor of Economics (University of Newcastle);
Professional Skills
- Business valuation advice and independent reports;
- Expert witness reports;
- Quantification of damages;
- Business purchase and sale advice;
- Due diligence, forensic accounting and expert tax advice;
- Business structuring advice;
- Accounting and taxation advice;
- Business planning, modelling and budgeting;
- Strategic planning advice;
Recent Cases Requiring an Expert Report with Affidavit (Non-Exhaustive List)
- Business Valuation Single Expert (CAC1770/2011) Federal Circuit Court of Australia
- Business Valuation Single Expert (SYC4507/2011) Family Court of Australia
- Business Valuation Single Expert (PTW7061/2012) Family Court of Western Australia
- Business Valuation Expert (352794/2012) District Court of NSW
- Business Valuation Single Expert (SYC7701/2013) Federal Circuit Court of Australia
- Business Valuation Single Expert (PAC2539/2013) Federal Circuit Court of Australia
- Business Valuation Single Expert (BRC5264/2013) Family Court of Australia
- Financial Analysis and Taxation on Compulsory Acquisition (AQL058/14)
- Forensic Accounting, Tracing, Loan Reconstruction and Income Tax (NCC3258/2012)
- Business Valuation Single Expert (SYC8034/2014) Federal Circuit Court of Australia
- Business Valuation Expert (2012/352794) District Court of NSW
- Business Valuation Single Expert (NCC3171/2014) Family Court of Australia
- Business Valuation Single Expert (SYC2196/2014) Family Court of Australia
- Business Valuation Expert (MLC1618/2016) Federal Circuit Court of Australia
- Business Valuation Single Expert (SYC2712/2014) Federal Circuit Court of Australia
- Business Valuation Single Expert (BRC3229/2015) Federal Circuit Court of Australia
- Business Valuation Single Expert (MLC8858/2014) Federal Circuit Court of Australia
- Business Valuation Single Expert (SYC6245/2014) Federal Circuit Court of Australia
- Business Valuation Single Expert (BRC16/2015) Federal Circuit Court of Australia
- Business Valuation Single Expert (SYC5777/2015) Federal Circuit Court of Australia
- Business Valuation Single Expert (NCC3061/2015) Federal Circuit Court of Australia
- Business Valuation Expert (MLC1618/2016) Federal Circuit Court of Australia
- Business Valuation Single Expert (MLC9118/2017) Federal Circuit Court of Australia
- Business Valuation Single Expert (NCC3455/2018) Federal Circuit Court of Australia
- Business Valuation Single Expert (HBC464/2018) Federal Circuit Court of Australia
- Business Valuation Single Expert (MLC11130/2018) Federal Circuit Court of Australia
- Business Valuation Single Expert (SYC3123/2019) Family Court of Australia
- Business Valuation Expert (DGC2975/2019) Federal Circuit Court of Australia
- Business Valuation Single Expert (DGC481/2019) Federal Circuit Court of Australia
- Business Valuation Expert (NSD1277/2019) Federal Court of Australia
- Business Valuation Single Expert (NCC2853/2020) Federal Circuit and FCoA
- Business Valuation Single Expert (MLC3850/2021) Federal Circuit and FCoA
- Business Valuation Single Expert (MLC10704/2021) Federal Circuit and FCoA
- Business Valuation Single Expert (MLC3287/2021) Federal Circuit and FCoA
- Business Valuation Single Expert (PAC2906/2021) Federal Circuit and FCoA
- Business Valuation Single Expert (PAC3417/2021) Federal Circuit and FCoA
- Business Valuation Single Expert (NCC3731/2022) Federal Circuit and FCoA
- Business Valuation Single Expert (SYC1539/2022) Federal Circuit and FCoA
- Business Valuation Single Expert (SYC4350/2022) Federal Circuit and FCoA
- Business Valuation Single Expert (NCC1075/2022) Federal Circuit and FCoA
- Business Valuation Single Expert (BRC15009/2022) Federal Circuit and FCoA
- Business Valuation Single Expert (NCC1560/2023) Federal Circuit and FCoA
- Business Valuation Single Expert (NCC88/2024) Federal Circuit and FCoA
- Business Valuation Single Expert (CAC2316/2024) Federal Circuit and FCoA
- Business Valuation Single Expert (DGC3097/2024) Federal Circuit and FCoA
Business Industries Personally Valued (Non-Exhaustive List)
- NDIS Services
- Engineering Consulting
- Construction
- Legal Firms
- Accounting & Financial Planning
- Real Estate (Sales & Management)
- Mortgage Broking & Private Lending
- Software & Technology
- Transport & Logistics Services
- Event Management
- Driver Training
- Graphic & Web Design & Development
- Auto Electronics
- Taxi Services
- Cafes, Bars & Restaurants
- Metal Fabrication
- Wholesale Fresh Foods
- Dance Studios
- Printing, Photocopying & Packaging
- Powder Coating
- Refrigeration & Air Conditioning
- Criminal Checks & Screening
- Funeral Services
- Plumbing
- Production (TV Commercials)
- Cleaning & Restoration
- Scaffolding
- Medical & Chiropractic Practices
- Home Handyman Services
- Counselling Services
- Architectural Services
- Tattoo Studio
- Hairdressing & Beauty Salons
- Lobster Fishing
- Fundraising Database & Consulting
- Telemarketing
- Business Coaching
- Food Science (research & patents)
- Debt Collection
- Youth & Disability Support Services
- Labour Hire & Recruitment
- Telecommunications Leasing
- Farming Supplies
- In Home Care for Seniors
- Cruise Operation
- Fire Systems Service & Maintenance
- Paintless Dent Repair
- Pool Chemicals Distribution
- Town Planning & Consulting
- Pest Management
- General Auctioneers
- Education (Private Colleges)
- Electricians
- Scientific & Environmental Services
- Earthmoving
- Functions & Accommodation
- Lesbian Dating Website
- Market Procurement Consulting
- Tennis Training School
- Automotive Servicing
- Marketing & Advertising
- Waterproofing and Concrete Repairs
- Gym (Franchise & Independent)
- Mechanical Engineering
- Car Rental Services
- Mechanical & Smash Repairs
- Hotels & Motels Leasehold
- Car & Truck Wash
- Audiovisual Supply and Installation
- Butcher
- Catering Company
- Newspaper
- Early Learning Centre
- Glazing
- Car Dealership
- Human Resources & Safety Consulting
- Supermarket
- Pharmacy
- Service Station
- Landscaping
- Indoor Rock Climbing
- Waste Management Broker
- Construction Engineers
- Commercial Office Furniture
- Urban Design Consultancy
- Mechanical Engineers
- Security Training
- Solar Panel Installation
- Water Analysis Software
- Business Management Consultant
- Testing Water Quality & Quantity
- Costume Hire for Film & TV
- Cleaning & Drycleaning Services
- Pool Services
- PR & Communications Consultants
- Veterinary Dentistry
- …and many others
Legal Firms that Have Engaged Trevor Monaghan (Non-Exhaustive List)
- 12th Floor Chambers
- Andrew Warren & Associates
- Antunes Lawyers
- Armfield O’Brien Law
- Aubrey Brown Partners
- Bancroft Lawyers
- Barbayannis Lawyers
- Barry Nillsson Lawyers
- Barton Family Lawyers
- Berry Family Law
- Blackwell Short Lawyers
- Braye Cragg Solicitors
- Brazel Moore Lawyers
- Bronwyn Hay Solicitor
- Broun Abrahams Burreket
- Burns Lawyers
- Burridge & Legg Solicitors
- Byrnes Lawyers
- Carr & Co Lawyers
- Chamberlains Law Firm
- Collett Lawyers
- Couper Geysen
- CPH Legal
- CPL Corporate & Property Law
- CPT Legal
- Croker Edwards
- Cudmore Legal
- Cullen Babington Macleod
- Deegan Law
- Delaney Roberts Family Lawyers
- Dignan & Hanrahan Solicitors
- Diligence Lawyers
- Doolan Callaghan Lawyers
- Dunstan Legal
- East Coast Family Lawyers
- Eales & Mackenzie
- Elizabeth Fleming & Associates
- Emerson Family Law
- Falcone & Adams Lawyers
- Felicio Law Firm
- First Choice Family Lawyers
- Flintoff Lawyers
- Foat Associates Lawyers
- Garland Waddington Solicitors
- Geary, Porter & Donovan
- Gibson Howlin Lawyers
- Ginny Giorgio & Associates
- Graham & Shah Solicitors
- H.A. Miedzinski Lawyers
- Hammond Nguyen Turnbull
- Hannaway Lawyers
- Hermann & Green
- HFM Legal
- Hills Family Law Centre
- Hills Family Lawyers
- Hills Legal Group
- Jo-Anna F S Moy Solicitor
- Johnson Family Law
- Journey Family Lawyers
- Juris Legal
- Just Dispute Resolution
- Karen L Haga & Associates
- Keith A Elliott Pty Ltd
- Kennedy & Cooke Lawyers
- LAC Lawyers Pty Limited
- Lambton Law Solicitors
- Lander & Rogers
- Lawside Lawyers
- Lees Lawyers
- Lewis Family Lawyers
- M.G. O’Callaghan & Associates
- Mark Halse Barrister & Solicitor
- Marriott Oliver Solicitors
- Marsdens Law Group
- Mason Lawyers
- Matthews Folbigg
- MCW Lawyers
- Melbourne Family Lawyers
- Merthyr Law
- Messenger Family Law
- Mian Phillips & Co. Lawyers
- Michael Vassili Solicitors
- Mills Oakley
- Monaco Lawyers
- Moores
- Mooy Lawyers
- Mumfords Lawyers
- Muscat & Co Solicitors
- My Family Lawyers Pty Ltd
- Neville & Co Lawyers
- Neville & Hourn Legal
- Newcastle Legal & Conveyancing
- Nexgen Legal
- Next Chapter Legal Services
- Nita Stratton-Funk & Associates
- O’Brien & O’Brien Solicitors
- O’Hearn Lawyers
- Parker Family Law
- Patrick Lim & Associates
- Peter Jones & Co Solicitors
- Phillip A Wilkins & Associates
- Pigott Stinson
- Piper Craig Lawyers
- Porter Davis
- Powe & White Family Lawyers
- Pranav Law Practice
- Priority Business Lawyers
- Rachel Stubbs & Associates
- Ren Zhou Lawyers
- Roberts Crosbie Mortensen
- Roberts Law
- Robert Tricca & Associates
- Ron Lawson Lawyer
- Rostron Carlyle Lawyers
- Santone Lawyers
- Slater and Gordon
- Smallwood Lawyers
- Smithson Lawyers
- Springwood Lawyers
- Steps Law
- Swaab Attorneys
- Sydney Family Law Specialists
- Sydney Wide Legal
- Taussig Cherrie Fildes Lawyers
- Taylor & Scott Lawyers
- Thexton Lawyers
- Thompson Wheelahan & Hampshire
- Tonkin Drysdale Partners
- Turnbull Hill Lawyers
- Turner Freeman Lawyers
- Wainwright Ryan Eid Lawyers
- Waratah Chambers
- Watson St Claire Family Law
- Wilkinson Throsby & Edwards
- Williams Hunt & Bett
- Wiltshire Lawyers
- Wisdom Lawyers
- Woodhams O’keeffe Lawyers
- WMB Lawyers
- WMD Law
- Wyman Law
- York Law
- Zen Law Firm
- …and many others