Valuation Advisory

The engagement

We assist with business and share valuation, fair-value analysis and transaction-related financial assessments. Where a registered valuation is required, the engagement is assigned to an eligible registered professional in the relevant asset category.

Scope of work

• Business and share valuation analysis
• Financial models and valuation assumptions
• Fair-value assessments within the applicable framework
• Transaction-related valuation support
• Registered valuation assignments in the Securities or Financial Assets category where eligible

Engagement deliverables

The report states the valuation purpose, date, methodology, assumptions, limitations and permitted use. The responsible professional and applicable registration are identified in the engagement.

How the work begins

1. Describe the requirement. Identify the entity, proposed transaction or matter and any deadline.
2. Review acceptance and scope. We assess the facts, competence, independence and other relevant professional requirements.
3. Agree written terms. Confirm responsibilities, records, deliverables and the intended use of the work.

Common question