Start with the decision, not the product
Valuation purpose determines the method, assumptions and required professional qualifications.
This service is offered to companies issuing shares or transacting. That audience description is not a legal eligibility test. Identify your actual objective, such as a suitable business structure, reliable reporting, a specific registration or a response to a notice.
The facts your adviser needs
Prepare financial statements, projections, capital structure and the proposed transaction terms.
Explain your entity, activities, locations, relevant period and any planned changes. Also disclose existing applications, filings or advisers so duplicated work and conflicting instructions can be avoided.
Ask about alternatives and trade-offs
Ask whether a narrower engagement, a different structure or better internal records would meet the same objective. Compare ongoing obligations as well as the first task. If a requirement is statutory, ask the adviser to identify the applicable official rule and relevant exceptions.
A valuation useful for negotiation may not satisfy a specific statutory or regulatory requirement.
Make the readiness assessment concrete
Define the purpose, evaluate appropriate approaches and substantiate assumptions before reporting.
Separate items you can resolve internally from those needing professional judgement or external approval. Record the dependencies and consider whether your team has enough capacity to maintain the resulting process.
Choose a next step you can verify
What is the report used for and which qualification or standard does that purpose require?
Separate indicative commercial analysis from a report requiring a particular authorised professional.
Request a written recommendation that explains assumptions and the proposed scope. Where current eligibility or regulatory interpretation is uncertain, obtain case-specific advice before spending money or acting.
How to use this resource
