Fairness Opinion Consultants

Fairness-opinion preparation considers the financial terms of a proposed transaction from the perspective and scope stated in the mandate.

Management, transaction teams and asset owners needing a valuation for a stated purpose and date can use this service to clarify a particular issue. A useful starting question is: “Does a fairness opinion recommend completing the transaction?” Begin with the facts behind that question rather than assuming that a standard package will resolve it.

The engagement can cover the following workstreams. The proposal specifies which apply to your matter and what evidence or specialist input is needed.

• Clarify stakeholders and opinion scope.
• Review consideration and supporting valuation analysis.
• Document assumptions independence and limitations.

Start with the records below where available. They help establish the facts before a more specific checklist is agreed.

• Transaction proposals.
• Valuations.
• Financial forecasts.
• Board materials.

Provide the relevant entity, transaction or reporting period and any existing notice or deadline. Identify missing or inconsistent records so they can be addressed explicitly.

A fairness opinion addresses a specified financial question; it is not a recommendation that every stakeholder accept the transaction.

1. Define the question: clarify stakeholders and opinion scope, using the available transaction proposals and the facts you provide.
2. Examine the evidence: review consideration and supporting valuation analysis. Record unresolved information and the assumptions that affect the analysis.
3. Agree the action: document assumptions independence and limitations. Set the required deliverables, responsible owners and any follow-up or external dependency.

The proposal for Fairness Opinion Consultants sets out the analysis, documentation or coordination deliverables and the work you retain. The availability of transaction proposals, valuations, financial forecasts and board materials affects readiness and the amount of follow-up needed. Fees and the working schedule are agreed after that initial assessment. Any required independent report, legal representation or authority application is identified as a separate responsibility where relevant.

• Ongoing Income Tax Advisory
• Plant & Machinery Valuation Support
• Valuation Services
• Business Valuation Services

Share a short summary of your Fairness Opinion Consultants requirement and the records already available. BIATConsultant can assess the proposed scope and explain the next steps.

• Request a Fairness Opinion Consultants consultation
• About BIATConsultant