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Value & Sustainability

Business Valuation

A structured valuation engagement that connects purpose, financial evidence and key value drivers before conclusions are reached.

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The value

A process built for clarity—not surprises.

Start with why value is needed, then build an agreed analytical path around the business, its financial evidence, relevant assumptions and the limits of the engagement.

A defined valuation purpose, date and intended-use discussion
A clear request list for financial and operating evidence
Visibility of key assumptions, value drivers and open questions
An agreed work product with its basis and limitations made clear

Typical scope

What we agree before work starts.

The final engagement is tailored to your facts. These are the core workstreams we use to define a useful, responsible scope.

01

Purpose, intended users, valuation date and standard-of-value discussion

02

Historical financial information, forecasts and normalisation considerations

03

Business model, market context and value-driver review

04

Approach selection, analysis and reporting within the agreed engagement terms

How the engagement moves

A clear path from question to next step.

  1. 1

    Define the question

    We establish why value is needed, who will use the work, the relevant date and the decisions the analysis is intended to inform.

  2. 2

    Build the fact base

    Financial records, forecasts, ownership information and operating context are assembled into a reviewable evidence base.

  3. 3

    Analyse the drivers

    The agreed work considers earnings, cash flow, risk, growth assumptions and other factors relevant to the purpose and available evidence.

  4. 4

    Explain the conclusion

    The work product makes the basis, key assumptions, procedures and limitations understandable to the intended users.

What to have ready

A better start begins with the right information.

The valuation purpose, intended users and required date
Historical financial statements, tax returns or management accounts as available
Budgets, forecasts and the assumptions behind them
Ownership, capital structure and material business, customer or contract information

What you can expect

Useful work products, not just activity.

Engagement scope and information request
Assumption and data-quality discussion
Valuation analysis or agreed work product within scope
Clear communication of limitations, open items and next steps

Common questions

Before we begin.

The quickest way to get a firm answer is to share the facts that make your situation different.

Can a valuation be used for any purpose?+

No. Purpose, intended users and standard of value affect the work. They are defined before an engagement is accepted.

Do you need audited financial statements?+

Not in every situation. The evidence needed depends on the purpose, the business and the scope; available records and their limitations are considered early.

Can this support a transaction?+

Transaction-related valuation and advisory work can be discussed, but it is scoped separately from legal, investment-banking or tax advice.

Useful reading

Keep the next decision connected to the facts.

Practical perspectives that may help frame the next question. They are general information, not advice based on your particular records, facts or current rules.

Browse all insights

Business advisory

Business valuation readiness: build the fact base before asking for a number

A practical framework for organising purpose, financial evidence, forecasts, ownership and value drivers before a valuation engagement begins.

Read article

Business advisory

Value drivers in a valuation conversation: making assumptions traceable

How leadership teams can make earnings, cash, growth, concentration and forecast assumptions easier to test before a business valuation conversation.

Read article

Business advisory

Transaction readiness: build a financial story that can survive questions

How leadership teams can organise earnings, cash, contracts, forecasts and assumptions before a sale, investment, financing or strategic transaction becomes urgent.

Read article

Start with a conversation

Let’s define the right next step.

Valuation engagements are purpose-specific and are subject to acceptance, available evidence, applicable standards and agreed terms. This overview does not represent a valuation opinion or a promise of any particular value conclusion.

Book a free call to get a quote
Book a free call to get a quote