Overview
Overview
Valuations are required for fundraising, share transfers, regulatory compliance and tax purposes, each with its own requirements on methodology and who may sign the report.
We undertake valuations where the firm or its members are eligible for the specific purpose, and coordinate with registered valuers where the law requires one.
Who this is for
- Companies issuing shares
- Shareholders transferring shares
- Businesses in M&A transactions
Scope of work
The precise scope is confirmed in writing for each engagement. It typically includes:
- Purpose and eligibility review
- Valuation using appropriate methods
- Valuation report
- Coordination with registered valuers where required
Documents usually required
- 01Financial statements
- 02Projections
- 03Shareholding and transaction details
We share a checklist specific to your case. Please do not send identity or financial documents by email — existing clients can upload them securely through the client portal.
How we work
- 1
Initial discussion
We understand your situation, the period involved and what you need from the engagement.
- 2
Scope & document list
You receive a written scope and a checklist of the information we need.
- 3
Preparation & review
Our team prepares the work, which is then reviewed by a senior professional.
- 4
Your approval
We walk you through the outcome and obtain your confirmation before anything is filed or issued.
- 5
Completion & records
Filing or delivery is completed as applicable, and acknowledgements and working papers are shared or retained.
Frequently asked questions
Who can sign a valuation report?
It depends on the purpose and the law that requires it. We confirm eligibility before accepting the engagement.
Last updated 11 Oct 2026. This page is general information, not professional advice. Applicability depends on your facts and the law in force; we do not guarantee any particular outcome, saving, registration or approval.