For accounting, legal and advisory firms

A service you can offer your clients with confidence.

Increm is distributed exclusively through accounting, tax, legal and advisory firms. You retain the client relationship and the margin. We handle the evidence workflow.

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Adviser-only

distributed exclusively through your firm

Your price

wholesale rates fixed; you set the retail fee

PI covered

professional liability with the accredited practitioner

2027

capacity constraints are building now

How it works for your firm

Adviser-only distribution. Your relationship, your margin.

Increm is not a direct service. It is distributed through accounting, tax, legal and advisory firms. You retain the client relationship and the retail margin. We handle the evidence workflow; accredited practitioners in our network carry the professional opinion and PI responsibility.

Wholesale rates are fixed. You set what you charge the client. There is no referral fee structure. The margin belongs to the firm that holds the client relationship.

Adviser-only distribution

Increm does not market directly to business owners. Clients come through your firm. We support the relationship; you own it.

Your margin, your price

Wholesale rates are fixed and transparent. You set what you charge the client. No referral fees, no margin splitting.

PI responsibility stays managed

Professional sign-off is with a credentialled, insured practitioner in the Increm network, not with your firm. The liability structure is clear and documented.

Designed to be trustworthy

The Exposure Scan is designed to recommend no action when that is the correct answer. A service that occasionally says no is one you can offer to any client without qualification.

The urgency argument

Practitioner capacity for business valuations is limited. A conventional engagement takes a specialist roughly twenty hours. As demand builds toward the 2027 deadline, availability will tighten and lead times will extend. Firms that establish their Increm partnership now will be better placed to serve clients as pressure builds.

Why act early

✓Establish workflow before demand peaks

✓Lead times for complex engagements are already extending

✓Clients who engage early get better evidence at lower cost

✓The 2027 deadline creates a natural, bounded client conversation

The technology behind the workflow

Don't ask your client to build the data room. Connect to it.

The traditional valuation workflow begins with an information request and weeks of follow-up. Increm replaces much of that process with direct, permissioned connections to the client's existing systems of record.

Accounting systems

Connect to Xero, MYOB and other supported platforms to ingest the underlying financial record directly — rather than relying on exported PDFs and spreadsheets.

Document systems

Connect to Google Drive, Microsoft 365, OneDrive and SharePoint to identify and retrieve relevant agreements, forecasts, leases, board materials and other supporting evidence.

Corporate sources

Use ASIC, ABR and other authoritative registers to establish and verify the entity and corporate record — matched against the financial and documentary evidence.

Operating systems

For businesses where it is relevant, Increm can incorporate data from payroll, CRM, billing and commerce platforms to support analysis of the business behind the accounts.

WITHOUT INCREM

1Gather informationInformation requests, chasers, delays
2Review documentsSort through exports, PDFs and spreadsheets
3Investigate exceptionsReconcile discrepancies and fill gaps manually
4Validate assumptionsMore back-and-forth with the client
5More back-and-forthFurther queries, delays, missing information
6Conclude with less certaintyLimited time left for professional judgement

Repeats every engagement

WITH INCREM

1ReviewStructured data room ready on arrival
2Investigate exceptionsIncrem flags anomalies; practitioner resolves them
3Exercise judgementThe professional conclusion only a person can make
4ConcludeSigned opinion, full source documentation

Four Steps. Done.

The goal is not to automate professional judgement — it is to automate everything around it.

Connects to

Xero

MYOB

QuickBooks

FreshBooks

Sage

Zoho Books

Google Drive

OneDrive

SharePoint

Dropbox

Box

Notion

ASIC

ABR

HubSpot

Salesforce

Pipedrive

Attio

Gusto

Rippling

DocuSign

Carta

Jira

Linear

Built for repeatability

Connect once. Start from evidence next time.

A valuation should not require the business to reconstruct itself from scratch every time an opinion is required.

Once the underlying systems have been connected, Increm can maintain a structured evidence record that can be refreshed as the business changes. That creates the foundation not only for the 1 July 2027 valuation, but for subsequent valuations required by a transaction, restructuring, succession event, shareholder matter or future sale.

For firms, that means the initial engagement can become the beginning of an ongoing valuation relationship rather than a one-off document exercise.

One evidence layer. Every conclusion traceable to source.

✓Source and context retained for every piece of information

✓Inconsistencies and gaps surfaced before they reach the practitioner

✓Evidence record refreshed as the business changes

✓Foundation for future engagements — not a one-off exercise

Responsibility structure

Clear lines. Documented accountability.

The division of responsibility between your firm, Increm, and the practitioner is unambiguous and documented in your engagement terms.

Responsibility matrix

Responsibility

Your Firm

Increm

Practitioner

Client relationship

✓

—

Your fee

✓

—

Evidence preparation

—

✓

—

Professional opinion

—

✓

PI responsibility

—

✓

Established and operating

Not a concept. A live platform.

Increm has completed a full end-to-end valuation engagement working with Peloton Group, one of Australia's leading independent business valuers. The platform is operating in a live professional context and is being made available to accounting and advisory firms ahead of the 2027 transition.

Peloton Group is a founding practitioner partner. Their team brings deep expertise in business valuation across complex structures, trusts, and contested situations.