Prepare a corporate valuation engagement around the transaction purpose and asset category. Start by identifying the purpose, reporting period and intended users of the work. BIAT can assess the available records and propose an engagement with defined responsibilities and deliverables.
Overview
Scope of support
- Purpose, asset class and report-user assessment
- Data-room and assumption preparation
- Eligible valuer and report coordination
Records to prepare
Use this starting checklist to prepare for a discussion. The final evidence requirements are confirmed after the initial assessment.
- Corporate transaction documents
- Asset details and financial records
- Valuation date and expected report use
Deliverables and engagement planning
The companies act valuation scope identifies the output, review steps and information required from your team. Where a filing, report or certificate needs an eligible professional, that role is confirmed before the engagement proceeds. The proposal records fees, exclusions, dependencies and target milestones. Authority review, incomplete records or changes to the request can affect timing.
Discuss your requirement
How the engagement works
Agree the scope and required evidence before work begins.
FAQ
Questions to help you scope the engagement.
Who signs a valuation report?
The required qualification and registration depend on the purpose and applicable provisions. The signatory is confirmed before the engagement is accepted.
How is the fee determined?
Can this be combined with related CA services?