Clarify the transaction before the number
We ask what is moving, between which entities, on what date and for what purpose. Transferring a business is different from transferring selected assets, intellectual property or shares. The information request follows those distinctions.
Use evidence available for the valuation date
The financial position, earnings outlook, transaction evidence and commercial risks need to be considered in the context of the relevant date. Historical work may require earlier management accounts and an explanation of the information available at that time. See why the valuation date matters.
Document assumptions and limitations
The report should make the scope, evidence relied on, methods and material assumptions clear. Missing information, uncertain asset ownership and related-party arrangements can affect the strength or extent of the conclusion.
Work alongside tax and legal advisers
A valuation does not determine whether a concession, rollover or other tax treatment is available. We value the defined interest within the agreed scope; your advisers address transaction structure, legal documents and tax consequences. Our sister brand Oliver Group publishes a full fee schedule for CGT and restructure valuations.
General information only. Your circumstances and the agreed engagement determine the work required.