NDIS Business Appraisal

Determining the Value of Your NDIS Business

Valuing your NDIS business is a critical component of the selling process. While it may initially seem overwhelming, this guide will provide you with a clear, step-by-step breakdown to simplify the process and support you every step of the way. It is also a crucial step before listing your business on the market, as it ensures you set a fair and realistic asking price that reflects the true worth of your business.

What is an NDIS Business Appraisal?

An NDIS business appraisal is the process of assessing the true value of an NDIS-registered business by examining its financial performance, client base, staff, compliance, systems, and growth potential. It provides a clear picture of the business’s current worth and future opportunities. NDIS business brokers play a key role in this process by offering expert guidance, market insights, and accurate valuations to ensure the business is positioned effectively for sale, investment, or strategic planning.

What should you include in your business appraisal?

Your business appraisal is a gate for your business’s successful future as it indicates your business value, performance, and potential. It gives the green light to the buyers/investors that your business is a successful one with the potential to grow.

So here is what you should include in your appraisal to look professional:

Financial Performance

A clear picture of your business’s financial health is essential. This includes:

Profit and Loss Statements (last 2–3 years)
Balance Sheets
Cash Flow Statements
Revenue Trends
EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortisation)

This data forms the foundation of your business valuation.

Client Base and Support Services

In the NDIS space, your client relationships add major value. Include:

Number of active clients
Type of services provided (e.g., core support, support coordination)
Client retention rate

Staff and Workforce Details

A reliable and qualified team is a major asset. Document:

Total number of staff (full-time, part-time, casual)
Key roles and responsibilities
Staff qualifications and training
Staff turnover rate

Compliance and Accreditation

NDIS businesses must follow strict rules. Your appraisal should cover:

Registration status with the NDIS Commission
Most recent audit results
Compliance with NDIS Practice Standards
Incident management and risk systems

Business Systems and Processes

Buyers or investors want to know that your business runs efficiently. Include:

Case management or CRM systems
Rostering, payroll, and accounting tools
Policies and procedures
Operational manuals

Assets and Liabilities

Make a list of all business assets and debts, including:

Office equipment and technology
Vehicles used for support work
Leases, loans, and outstanding liabilities

Brand and Market Position

Your brand reputation and market presence matter. Assess:

Brand recognition and trust in the community
Website and social media presence
Google reviews and ratings
Local or national partnerships

Growth Potential

An appraisal should also highlight what the business could become. Include:

Opportunities for expansion (e.g., new services, new locations)
Demand in your region
Untapped registration groups
Plans for scaling

Why Should You Value Your NDIS Business?

Valuing your NDIS business is not just a formality — it’s a strategic move that provides clarity, direction, and opportunity, whether you’re planning to sell, expand, attract investors, or simply understand your business better.

1. To Understand the True Market Value

The NDIS sector is unique, and so is your business. A professional valuation helps you:

Determine the current market value of your business based on real performance
Understand how your financials, client base, staff, systems, and compliance contribute to that value
Avoid guessing or relying on inaccurate benchmarks

Knowing your worth puts you in a stronger position to make informed decisions.

2. To Prepare for a Sale or Merger

If you're considering selling your business now or in the future, a valuation is essential:

It forms the basis for pricing your business appropriately
Helps build trust and transparency with potential buyers
Speeds up the negotiation process and increases your chances of a successful deal

Without a valuation, you risk undervaluing or overpricing your business, both of which can drive away serious buyers.

3. To Attract Investors or Secure Funding

Whether you're planning to expand your services, enter new regions, or add more registration groups, you'll likely need capital.

A business valuation:

Demonstrates your financial stability and future potential
Builds credibility with banks, investors, or funding partners
Helps you pitch your business as a solid, data-backed opportunity

4. To Guide Your Future Planning

Valuing your NDIS business is like taking an X-ray of your operation. It helps you:

Set realistic goals for the next 1–3 years
Plan your exit or succession strategy

Selling your NDIS business can feel overwhelming, but you don’t have to do it alone. At NDIS Business Brokers, our deep industry expertise, proven track record, and personalised approach ensure you’re supported at every stage of the process. From accurate valuation to strategic marketing and expert negotiation, we’re here to make your business transition as smooth and successful as possible. Let our team of specialists take the stress off your shoulders—reach out today for a confidential consultation and take the first step toward a successful sale.