Clarify the valuation question.
Discuss business interests involved in ownership changes, family law matters or commercial disputes. The valuation purpose, intended use and reporting scope are agreed at the outset.
← Back to HomeVALUATIONS.
FOR PROFESSIONAL ADVISERS
VALUATIONS.
FOR YOUR CLIENTS /
Independent business valuation for lawyers, accountants, liquidators and business brokers.
A DIRECT PROFESSIONAL RELATIONSHIP
Clear scope.
Direct communication.
Discuss your client's valuation requirements directly with Fred Zheng, ASA, AIBB RBV, CVA.
We agree the valuation purpose, intended users, subject, relevant date and reporting requirements before work begins.
You can remain the main point of contact, helping coordinate information and communications. Client contact arrangements are agreed for each engagement.
Meet Fred and view his backgroundVALUATION SUPPORT FOR YOUR CLIENT MATTERS
The question comes first.
Connect the records to the business.
Coordinate financial records, normalisation questions and ownership information, with the data and assumptions behind the valuation clearly explained.
Define the subject and basis.
Discuss the business or interest being valued, the relevant date, basis of value, trading status and available information. These help define an appropriate engagement scope.
Bring independent analysis to the conversation.
Discuss valuation requirements for sale preparation, ownership planning or a business owner's consideration of an offer, with scope and reporting requirements agreed in advance.
WORKING ARRANGEMENTS
Know what to expect.
Completely free.
Yes. The initial discussion is completely free. We use it to understand your valuation purpose, scope and timing requirements.
A fixed project fee.
We agree a fixed project fee before work begins, based on the valuation purpose, scope, business complexity and reporting requirements.
2–3 weeks.
A formal business valuation report usually takes 2–3 weeks after the engagement is confirmed and complete information has been received.
Included in the fee.
Yes. Explanation of the findings and valuation reasoning, and answers to questions within the agreed scope, are included in the valuation fee.
A TIME-SENSITIVE MATTER?
Please tell Fred your required deadline when you first enquire. Urgent engagements are assessed against scope, information and capacity. An additional rush fee is agreed before an urgent timetable is confirmed.
BEFORE THE ENGAGEMENT
See the approach.
Prepare the information.
ANONYMISED SAMPLE
Explore a valuation example.
View the civil contracting example and its redacted sample report to understand the analysis and presentation.
View the valuation case INFORMATION CHECKLISTPlan the document request.
Usually the most recent three completed financial years, together with the latest available management accounts. We provide a tailored information request once the engagement is confirmed.
View the information checklistFor your own business, explore our valuation services .
FREE INITIAL DISCUSSION