Preparing for
your valuation
For your first enquiry, tell us the business type, valuation purpose, subject and timing requirements. After the engagement is confirmed, we provide a tailored information request and agree how documents will be shared.
Financial Information
Usually the most recent 3 completed financial yearsFinancial statements for this period, together with the latest available management accounts. Tax records, a trial balance or supporting schedules may be requested for the engagement.
Business & Ownership
Business background, main activities, operating entities, ownership structure and details of the business interest being valued.
Revenue & Operations
Revenue mix, major customers and suppliers, key contracts and factors that materially affect operating performance.
Earnings Adjustments
Owner remuneration, related-party transactions and one-off or non-recurring income and expenses that need explanation or adjustment.
Assets & Liabilities
Information on relevant assets, liabilities, inventory, work in progress and lease arrangements, according to the valuation scope.
Other Relevant Documents
Existing budgets or forecasts, transaction offers, shareholder agreements and other documents relevant to the valuation purpose.