What is involved in getting my business valued? Here are the typical steps you can expect during the business valuation process:

Step 1: We both sign a ‘letter of engagement’ that clarifies what is to be valued and sets out the details of the valuation project

Step 2: Collecting Information

  • You will receive a questionnaire to fill out.
  • We will provide you with a list of financial and other documents that are needed for the valuation

Step 3: Site Visit and Interviews

  • We visit and view the business premises
  • We may also interview the owners and/or senior managers

Step 4: Analysis of Information and Report Preparation

Step 5: Completed Valuation Report is Signed and Delivered to You

Contact us now to discuss your business valuation requirements.