Lotus Amity Provides Financial Clarity through Business Valuation

At Lotus Amity we provide a granular and comprehensively supported approach to valuation. Through this approach we seek to provide clients greater financial clarity.

Accountants, investors, lawyers, financial advisors, and business owners engage Lotus Amity to wrestle with and clarify valuation problems. We provide valuation modelling and valuations for financial reporting, employee share schemes, commercial and family disputes, tax and stamp duty, transactions, start-ups and for raising capital.

At Lotus Amity we carry out detailed cash flow, discount rate and liquidity modelling and we cross check our results with market and transaction data. Our reports comply with the Australian valuation standards and follow the International Valuation Standards.

Valuation services include valuation modelling and valuing business interests, intangible assets, intellectual property, debt, convertible notes, preference shares, options, and lost profits. Reports are provided for raising finance, financial reporting, tax purposes and in disputes and transactions.

The lotus is a symbol of clarity. The lotus grows from the mud through the murky water, but flowers in the sunshine. Amity is based on the Latin amicus, which means friend.

Lotus Amity is an accredited Business Valuation Specialist with Chartered Accountants Australia & New Zealand.

Analysis

Each valuation has a story. We carefully research, investigate, analyse and examine the numbers behind each valuation story.

Clarity

Once we have analysed and understood the valuation story and the numbers we then prepare a clear and comprehensive independent report. Our reports comply with the integrity, objectivity, confidentiality and technical requirements of the Accounting professional and Ethical standards and follow the international valuation standards.

Value

Through analysis and clarity, we ultimately seek to create value. This value comes through providing independent, objective and fully supported valuation opinions.

Learn More About Us

Business
Valuation

Learn More

Many valuers adopt an “FMV” approach to values businesses. This “FMV” approach we find is often flawed and also inconsistent with the International Valuation Standards. Instead, we adopt a comprehensive and granular approach to valuation and carry out cash flow, discount rate and liquidity modelling and cross check our results with market and transaction data.

Purposes

Services

Process

Meet Our Founder
Simon Cook

Simon is the Chartered Accountant’s Business Valuation chair for Queensland and a member of the Chartered Accountant’s business valuation committee. He is also a would be trail runner with half a dozen 100km and hundred mile trail races under his belt.

Simon’s qualifications include the Professor Damodaran’s Advanced Valuations program, the Association of International Certified Public Accountants Accreditation in Business Valuations, and the Macquarie University Forensic Accounting Specialisation program.

Testimonials

See why financial professionals, legal practitioners
and business owners trust us

The Lotus is a
symbol of
Clarity.

Amity means
mutual understanding

George Beaton

We are a small business and received A1 advice and support from Simon acting as an expert consultant to the directors in relation to a misleading and deceptive conduct matter.

John Forde,
Special Counsel,
Mahoneys

Simon provided expert witness evidence in a matter that brought about a decision in our client’s favour for damages in a body corporate management rights dispute. His analysis is of the highest calibre which led many to say “where did you get this guy from”. I was extremely lucky to have been introduced to Simon and I highly recommend him to anyone requiring forensic accounting services.

Mike Guyomar
CA MBA MA, Director,
Baton Advisory

“Valuation are not a formulaic exercise where the number pops out at the bottom. A good valuer needs insight and the ability to interpret the nuances of the commercial situation. They also need resilience and integrity to make an objective call and not be influenced by external pressures. Simon Cook has all these attributes and is one of Australia’s most experienced and qualified Business Valuers. Unlike most technical specialists, he is able to communicate complex issues with clarity and turn the complex into the understandable.”

Richard White,
Managing Partner,
Centerline

Simon has been in the financial forensic and valuation profession for several decades and he brings with him a plethora of experience in dealing with engagements across a wide variety of industries and contentious issues. His knowledge is at the very forefront of the valuation profession, and he achieves this by continuously subjecting himself to professional qualifications to ensure he is abreast of the very latest valuation methodologies. The combination of his experience and knowledge, along with this integrity and impartiality, make him a unique and valuable addition to any forensic or valuation engagement. His reports are concise and easy to understand, and his fees are reasonable.

Contact Us

07 3040 6368
[email protected]
Mon-Fri
8:00 AM-6:00 PM
Physical Office Location: Waterfront Place, Level 34, 1 Eagle Street, Brisbane, 4000
Postal Address: GPO Box 307, Brisbane, QLD, 4001