Medival is part of Valuo

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AGED CARE VALUATION FEES

How much does an aged care business valuation cost in Australia?

Medival values an aged care or home care business for a fixed fee set by its annual revenue. A full valuation report costs $1,495 for revenue up to $2 million, $2,495 for revenue $2 million to $3 million and $3,495 for revenue $3 million to $10 million, all plus GST. Above $10 million the fee is quoted in writing before work starts. An expert report for a dispute between owners starts at $4,495 plus GST. The fee is agreed in writing before work begins and does not change with the value we reach.

Fixed fee, published. Agreed in writing before work starts.

The schedule

Two tiers, priced by revenue

  • Valuation report

    Up to $2 million
    $1,495
    $2 million to $3 million
    $2,495
    $3 million to $10 million
    $3,495
    Above $10 million
    Quoted in writing
  • Expert report

    Up to $10 million
    $4,495
    Above $10 million
    $16,950

Every fee above is fixed and quoted plus GST, and is agreed in writing before any work starts. Bands are set on annual revenue. A business sitting exactly on a boundary pays the lower fee. See the full fee schedule

Which revenue sets the band

The band is set on the annual revenue of the operating business as a whole, whether it is a residential home operator, a Support at Home provider or a Commonwealth Home Support Program provider, taken from its most recent financial statements. The property is often held in a different entity from the operator. Medival values the operating business and equity interests in it, and does not value real property, which is valued by a property valuer. The first entity is included and each additional entity that has to be analysed is $795 plus GST. We confirm the band and the entities in scope before the engagement is signed.

Worked examples

How the fee is worked out

Each row applies the band rule and the additional entity fee to a hypothetical engagement. The rows illustrate the arithmetic, not what businesses in this sector typically earn. All fees plus GST.

EngagementAnnual revenueTierWorkingFee
A Support at Home provider in one company, valued for a sale$2,600,000Valuation report$2,495, one entity$2,495 plus GST
A residential home operator, with the operating company and one related entity analysed, valued for a purchase$9,000,000Valuation report$3,495 plus $795 for one additional entity$4,290 plus GST
A home care provider with two owners, valued for an owner dispute$5,500,000Expert report$4,495, one entity$4,495 plus GST

Which tier

The purpose of the valuation picks the tier

  • Valuation report

    The full independent valuation of the operating business for a sale or purchase, an owner buying in or leaving on agreed terms, a tax matter or a restructure. It costs $1,495, $2,495 or $3,495 plus GST, quoted in writing above $10 million depending on revenue.

  • Expert report

    For a dispute between owners, where the other side will test the conclusion. It starts at $4,495 plus GST.

What you are paying for

What the fee covers in an aged care business valuation

The fee covers the whole engagement as scoped: the analysis, the valuation of the operating business and the written report. For an aged care or home care business the analysis works through how the funding and the registration carry to a new owner.

  • Registration under the Aged Care Act 2024 and what happens to it on a sale
  • AN-ACC funding and care minutes in a residential home
  • How refundable accommodation deposits are treated in reaching equity value
  • Support at Home classifications, participant tenure and concentration in a home care business
  • The Commonwealth Home Support Program transition for grant funded providers
  • A market rent charged to the operating business where a related entity owns the property

Fee or commission

What the fee does not cover

The fee is for the valuation of the operating business. A valuation of the land and buildings of a residential home is a separate engagement with a property valuer, and its cost is not part of Medival's fee. Where a property valuation exists, the business valuation takes it on instruction and shows the operating value, the property value and the reconciled equity position. Medival does not sell aged care businesses and is paid the same whatever conclusion it reaches. The aged care valuation page explains how the two valuations fit together.

FAQs

Aged care business valuation fee questions

How much does an aged care or home care business valuation cost?

Medival values an aged care or home care business for a fixed fee set by its annual revenue. A full valuation report costs $1,495 for revenue up to $2 million, $2,495 for revenue $2 million to $3 million and $3,495 for revenue $3 million to $10 million, all plus GST. Above $10 million the fee is quoted in writing before work starts. An expert report for a dispute between owners starts at $4,495 plus GST. The fee is agreed in writing before work begins and does not change with the value we reach. Each additional entity that has to be analysed is $795 plus GST. The full schedule is on the pricing page.

Does the fee depend on the value Medival reaches?

No. The fee is fixed for the revenue band and agreed in writing before the work starts, so it cannot move with the conclusion. A valuer who is paid more for a higher figure is not independent, which is why the fee is set this way.

Does the fee include valuing the aged care property?

No. Medival values the operating business and equity interests in it. The land and buildings of a residential home are valued by a property valuer under a separate engagement, and that cost is not part of Medival's fee. The business valuation charges the operation a market rent and, where a property valuation is supplied, reconciles the two into an equity position. The standard valuation report for the operating business costs $1,495, $2,495 or $3,495 plus GST, quoted in writing above $10 million depending on revenue.

Is a home care business priced differently from a residential home?

No. The fee is set by the annual revenue of the operating business, whichever program funds it. The analysis is different, because a Support at Home provider turns on classifications, participant tenure and care management, and a residential home on AN-ACC funding, care minutes and refundable deposits, but the fee for a given revenue band is the same.

Make your next decision with a clear understanding of value.

Tell us about your healthcare business and the purpose of the valuation. We will confirm the appropriate scope, information requirements, timeframe and the fee band that applies.