Trevor Monaghan – Business Valuer

Trevor Monaghan is an accredited Business Valuation Specialist under the Chartered Accountants Australia and New Zealand 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 300 independent business valuation reports for various jurisdictions.

 

His expert work has been predominantly for family law purposes due to the high demand but he has also prepared reports for commercial litigation and government compulsory acquisition 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

 

Click Here for a Downloadable PDF Version of Trevor’s CV

 
Formal Qualifications

  • Accredited Business Valuation Specialist (Chartered Accountants) #266168;
  • Registered Tax Agent #51503008;
  • Chartered Accountant Post-Graduate Diploma (ICAA);
  • Bachelor of Commerce (University of Newcastle);
  • Bachelor of Economics (University of Newcastle);
  • Certificate IV in Property Services (Business Broking);
  • Licensed Business Agent (NSW) #20047828;
  • Diploma of Financial Planning (Kaplan Professional).

 

Recent Cases Requiring an Expert Report (Non-Exhaustive List)

  • Phillips & Phillips – Business Valuation Single Expert (CAC1770/2011)
  • Gibbs & Gibbs – Business Valuation Single Expert (SYC7701/2013)
  • Ayala & Bonfiglio – Business Valuation Single Expert (PAC2539/2013)
  • Barrett & Barrett – Business Valuation Single Expert (PTW7061/2012)
  • Czaus & Czaus – Business Valuation Single Expert (BRC 5264/2013)
  • McDonald & Department of Transport (QLD) – Financial Analysis and Taxation on Compulsory Acquisition (AQL058/14)
  • Laverick & Stein – Forensic Accounting, Transaction Tracing, Loan Account Reconstruction and Income Tax (NCC3258/2012)
  • Gray & Gray – Business Valuation Single Expert (SYC8034/2014)
  • Kargar & Mohammadyar – Business Valuation Single Expert (SYC4507/2011)
  • Malcolm Owen Consulting Pty Ltd & Peter Ashcroft – Business Valuation Expert (District Court of NSW 2012/352794)
  • Allenson & Allenson – Business Valuation Single Expert (NCC3171/2014)
  • Chakman & Johnston – Business Valuation Expert (MLC1618/2016)
  • Stark & Saunders – Business Valuation Single Expert (SYC2712/2014)
  • Riikonen & Riikonen – Business Valuation Single Expert (BRC3229/2015)
  • Gannon & Clark – Business Valuation Single Expert (MLC8858/2014)
  • Pulley & Pulley – Business Valuation Single Expert (SYC6245/2014)
  • Tate & Tate – Business Valuation Single Expert (BRC16/2015)
  • Beck & Beck – Business Valuation Single Expert (SYC5777/2015)
  • Grubacevic & Grubacevic – Business Valuation Single Expert (PAC794/2016)
  • Yi & Chen – Business Valuation Single Expert (SYC6772/2016)
  • Numerous other family law and commercial litigation cases

 

Business Industries Personally Valued (Non-Exhaustive List)

  • Event Management
  • Driver Training
  • Transport & Taxi Services
  • Graphic & Web Design & Development
  • Several Trade Services (plumbing, builders, electricians, mechanics, etc.)
  • Cafes, Bars & Restaurants
  • Mortgage Brokers and Banking
  • IT Software Development & Support
  • Wholesale Fresh Foods
  • Dance Studios
  • Printing, Photocopying & Packaging
  • Accounting, Financial Planning & Auditing Firms
  • Refrigeration & Air Conditioning
  • Criminal Checks & Screening
  • Funeral Services
  • Production (TV Commercials)
  • Cleaning & Restoration
  • Medical & Chiropractic Practices
  • Counselling Services
  • Mahjong Tournaments at Clubs
  • Architectural Services
  • Tattoo Studio
  • Hairdressing & Beauty Salons
  • Lobster Fishing
  • Fundraising Database & Consulting
  • Consulting Engineers
  • Telemarketing
  • Business Coaching
  • Food Science (research & patents)
  • Debt Collection
  • Youth & Disability Support Services
  • Labour Hire & Recruitment
  • Telecommunications Leasing
  • PR & Communications Consultants
  • Pool Chemicals Distribution
  • Veterinary Dentistry
  • Fire Systems Service & Maintenance
  • Farming Supplies
  • In Home Care for Seniors
  • Cruise Operation
  • Philatelic Publishing & Online Auctions
  • Town Planning & Consulting
  • Pest Management
  • General Auctioneers
  • Education (Private Colleges)
  • Real Estate (Sales & Management)
  • Electricians
  • Scientific & Environmental Services
  • Earth Moving
  • Functions & Accommodation
  • Lesbian Dating Website
  • Market Procurement Consulting
  • Legal Firms
  • Tennis Training School
  • Automotive Servicing
  • Marketing & Advertising
  • Waterproofing and Concrete Repairs
  • Gym (Franchise & Independent)
  • Mechanical Engineering
  • Car Rental Services
  • Mechanical & Smash Repairs
  • Hotel
  • Car & Truck Wash
  • Audiovisual Supply and Installation
  • Catering Company
  • Newspaper
  • Early Learning Centre
  • Car Dealership
  • Human Resources & Safety Consulting
  • Supermarket
  • Pharmacy
  • Service Station
  • 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
  • Numerous Manufacturing Businesses
  • Numerous Retail Businesses (both online & physical)

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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