How we work
Our valuation process
Every valuation follows the same disciplined sequence, scaled to the size and purpose of the instruction. Here is what happens, and what you receive at each stage.
The process at a glance
Typical sequence
- 01
Enquiry
- 02
Scoping
- 03
Engagement
- 04
Information
- 05
Analysis
- 06
Valuation
- 07
Review
- 08
Reporting
Stage 01
01Enquiry
You tell us what needs valuing and why, through the request form or by email. For contentious matters we ask for the names of the other parties so we can check for conflicts before discussing anything substantive.
OutputConflict check and an initial conversation
Stage 02
02Scoping
We agree four things: what is being valued, the purpose, the valuation date and who will rely on the result. Together these fix the basis of value, which in turn guides the method. We also agree what kind of report is needed.
OutputA clear statement of the question to be answered
Stage 03
03Engagement
We send a written proposal and engagement letter setting out the scope, the basis of value, the deliverable, the timetable, our fee and any limitations. Work begins once it is agreed.
OutputWritten proposal and engagement letter
Stage 04
04Information
We send a tailored information request: typically accounts, management information, forecasts, constitutional documents and details specific to the purpose. Where useful, we discuss the business with management.
OutputInformation request and, where useful, a management discussion
Stage 05
05Analysis
We analyse historic performance, normalise earnings, review the balance sheet, examine forecasts and consider the rights attached to the interest being valued. Market and sector evidence is gathered where relevant.
OutputNormalised earnings, balance sheet review and evidence gathering
Stage 06
06Valuation
We apply the approaches suited to the business and purpose, test them against each other and reach a reasoned conclusion, with sensitivity analysis on the judgements that matter most.
OutputA reasoned conclusion of value
Stage 07
07Review
Where the engagement provides for it, matters of fact can be checked with you before the report is finalised. The conclusion of value remains ours.
OutputFactual accuracy check where agreed
Stage 08
08Reporting
We issue the agreed deliverable, from a concise opinion to a formal report or expert evidence, and remain available to answer questions about it, including from HMRC, auditors or the other side where applicable.
OutputThe report, and support after delivery
Next step
Discuss your valuation
Tell us what needs valuing and why. We will confirm the scope, the information required, a timetable and a written fee proposal before any work starts.
- 01Instruction
- 02Scope
- 03Date
- 04Fee