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Service levels

Types of business valuation reports

The scope, the work performed and the applicable standards are set by the purpose of the valuation and the terms of the engagement. A limited appraisal is not interchangeable with a formal litigation report, and we will always recommend the level your purpose actually requires.

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  1. Indicative Valuation

    Scope: Limited

    A defined, limited-scope opinion or initial assessment, suitable only for the purpose and assumptions agreed. It is not a substitute for a formal report where others will rely on the figure.

    Internal planning and early-stage decisions

  2. Independent Business Valuation

    Scope: Standard

    A documented independent assessment with appropriate financial analysis, setting out the basis of value, the approach and the conclusion.

    Ownership decisions, transactions between parties

  3. Detailed Formal Valuation Report

    Scope: Full

    A comprehensive report with methodology, assumptions, supporting evidence, sensitivity analysis and valuation conclusions.

    Significant transactions, boards, lenders and investors

  4. Tax or HMRC Valuation

    Scope: Purpose-specific

    A valuation prepared for a specific taxation purpose on the relevant statutory basis of value, documented for possible review by HMRC.

    CGT, IHT, probate, share schemes

  5. Litigation / Expert Witness Report

    Scope: Purpose-specific

    A report prepared for proceedings and compliant with the applicable procedural requirements, including the expert's declaration and statement of truth.

    Court and arbitration proceedings

  6. Expert Determination

    Scope: Contractual

    An independent decision made under the relevant appointment or contractual mechanism, within the authority the contract gives the expert.

    Disputes under articles or sale agreements

  7. Financial Reporting Valuation

    Scope: Purpose-specific

    A valuation undertaken for the applicable financial reporting framework, using the definition of value the standard requires, and prepared for audit.

    IFRS and UK GAAP accounts

Next step

Not sure which you need?

Describe what the valuation is for and who will rely on it, and we will recommend the appropriate scope and type of report.

  1. 01Instruction
  2. 02Scope
  3. 03Date
  4. 04Fee
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