Valuation process

Valuations produced by a highly specialist and multidisciplinary team.

How we go about valuing a business

Our valuation process is tailored to each business and is not based on mechanistic form filling, or software driven.

Scoping

Initial free meeting
Formal proposal and fixed fee quotation.

Data gathering

After an engagement letter is signed relevant accounting and company governance documents are gathered Face-to-face or telephone ‘fact find’ – wide ranging
discussion to ensure we have a good understanding of the business being valued

Analysis

Analysis of company financial statements and forecasts
Detailed review of our transactions database and other sources

Reporting

Factual content shared to allow client to confirm our understanding of their business
Draft report created in a form dictated by client requirements

Panel review

All of our reports are reviewed by our multidisciplinary Valuations Panel prior to being issued

Post-valuation support

Senior corporate finance and tax experts can be involved in additional commercial planning, dispute negotiation and tax inputs after the valuation is complete if required (charged on an hourly rate in addition to the original fixed fee for the valuation)