Positions Vacant – Climax Valuations and Forensics

We are currently taking expressions of interest for a senior business valuer role due to the high demand for our valuation and forensic services for family law and the upcoming CGT changes.

The role will receive direct mentoring from our CEO and principal valuer, Trevor Monaghan and you will also work closely with our other senior business valuers. You will learn our structured systems and be part of our culture of being humble and following the evidence. Whilst this role involves internal accountability, it does not require signing off on reports.

Minimum Requirements

  • Must be degree qualified in accounting
  • CA/CPA or working towards
  • Experience with small business financial reporting and taxes
  • Experience undertaking business valuations of small and medium businesses
  • Confident demeanour with client correspondence and meetings
  • Humble and life-long learner – always ready to change your opinion to follow the evidence

Ideal (but not mandatory) Requirements

  • Significant experience valuing businesses and preparing expert reports for court
  • Experience preparing forensic accounting reports for economic damages

The remuneration offered will be commensurate with the skills and experience you bring to the role with a view to working towards eventually signing off reports. The role will be remote with in-person catch-ups for team days and attending events we present to solicitors and accountants from time to time.

To express interest for the role: email your CV with a brief explanation of what you can bring to the role to trevor@climaxbusiness.com.au

Or call Trevor Monaghan on 1300 585 299 for a confidential chat.

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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
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