SME BASELINE — For Accountants & Advisors
One in three of your clients plans to retire within five years.
84% Don't have a plan for what happens next.
SME BASELINE gives you the answers you need to answer the questions and turn it into an opportunity to serve your clients
The Market Reality
Small business owners planning to exit within five years
The share who have an actual documented succession plan
Australian businesses currently owned by a principal aged 60 or over
Baby Boomer owners planning to exit in the next 1–5 years
You're the only person they'll ask. And right now, you can't answer.
A client edging toward retirement doesn't ring a valuation firm first. They ask you — over coffee, at tax time, in passing — "what do you reckon this is worth?" You have the P&L. You don't have a benchmark. So you give an eyeball, not an answer, and the conversation moves on.
It doesn't stay that way. Nearly half of Baby Boomer business owners plan to exit within five years, and most have never had the business properly benchmarked. When that client finally gets serious, they don't come back to you for the number — they go to a broker or a valuation firm who can give them one.
That firm doesn't just get the valuation job. They get the next ten years of the relationship you built.
01
Nominate a client
A name and a few minutes — that's the whole first step
02
Client completes the form
Upload financials in CSV and answer a few questions
03
SME Baseline runs a report
Receive a report - calculations and adjustments transparently displayed - edit if needed
04
Have a conversation
Discuss indicative valuation range with client - advise next steps
One Step and you are in...
Three clients: No cost. No Catch
Run it against THREE real clients during the trial, free.
Each one returns an indicative valuation range you can sit down and walk them through.
No cost.
Once launched, it's pay as you go.
No subscriptions. No commitments.
Not a single number pretending to be exact.
A range they can trust
The result isn't "your business is worth $861,000" stated as gospel — it's a range, with the reasoning shown at every step: a low estimate, a point estimate, a high estimate, each one defensible on its own terms. Your client sees the working, not just the answer, which is exactly what makes them believe it.
This doesn't replace you. It arms you.
You're the one bringing this to the client — not us. The result comes to you first, as the nominating adviser; how you frame it, when you raise it, and what you do next stays entirely your call. The report included your practice name by default.
Data uploaded can be deleted immediately (after any edits are made to parameters) - BUT ALL DATA are deleted ANYWAY, completely after 30 days. This gives you time to come back, review, edit if needed - but can rely on the deletion. Calculations made update benchmark data, but none of the original uploaded data is kept anywhere for any reason, and is not sold or used for any other purpose than calculating the benchmarks.
One in three of your clients is already counting down to their exit.
Decide now whether you're ready when they ask.
Join the waitlist now, or talk it through first — both get you to the same place.
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