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Valuation Engagement Letter

Valuation Engagement Letter Template for Australia

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Key Requirements PROMPT example:

Valuation Engagement Letter

"I need a Valuation Engagement Letter for a complex multi-entity valuation of three tech startups as part of a merger deal, with the valuation to be completed by March 2025, ensuring compliance with both APES 225 and specific ASX requirements."

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Document background
The Valuation Engagement Letter is a crucial document used in Australian professional practice when engaging valuation services for business, assets, or securities. This document is required whenever a formal valuation service is commissioned, whether for merger and acquisition purposes, financial reporting, tax compliance, or dispute resolution. The letter must comply with APES 225 Valuation Services and other relevant Australian professional standards, establishing clear parameters for the engagement including scope, methodology, limitations, and deliverables. It serves as both a formal agreement and a project charter, protecting both the valuer and the client by clearly documenting expectations, responsibilities, and terms of service. The engagement letter is particularly important in the Australian context due to specific regulatory requirements and professional standards governing valuation services.
Suggested Sections

1. Letterhead and Date: Professional firm's letterhead and current date

2. Client Address Block: Full name and address of the client

3. Salutation: Professional greeting to the appropriate client contact

4. Purpose of Engagement: Clear statement of the valuation purpose and the subject of valuation

5. Scope of Services: Detailed description of the valuation services to be provided, including type of valuation conclusion

6. Basis of Value: Definition of the value basis being used (e.g., market value, fair value)

7. Professional Standards: Reference to applicable professional standards and compliance statements

8. Information Requirements: List of information and documents required from the client

9. Timeline and Deliverables: Expected completion date and format of deliverables

10. Fees and Payment Terms: Professional fees, payment schedule, and any additional costs

11. Professional Team: Key team members involved and their roles

12. Limitations and Assumptions: Key limitations and assumptions of the valuation

13. Confidentiality: Confidentiality obligations of both parties

14. Acceptance and Authorization: Space for client signature and acceptance of terms

Optional Sections

1. Third Party Usage: Include when the valuation may be used by or shared with third parties

2. Specialist Input: Include when other specialist valuers or experts will be involved

3. Multiple Scenarios: Include when different valuation scenarios or approaches will be considered

4. Conflict Disclosure: Include when there are potential conflicts of interest to disclose

5. Insurance Coverage: Include when specific insurance details are requested by the client

6. Prior Work Disclosure: Include when there has been previous valuation work for the client

7. Regulatory Compliance: Include when specific regulatory requirements need to be addressed

Suggested Schedules

1. Schedule A - Fee Schedule: Detailed breakdown of fees, hourly rates, and additional costs

2. Schedule B - Information Request List: Comprehensive list of required documents and information

3. Schedule C - Team Profiles: Detailed profiles of key team members and their qualifications

4. Schedule D - Terms and Conditions: Standard terms and conditions of the firm

5. Appendix 1 - Valuation Methodology: Overview of proposed valuation methodology and approaches

6. Appendix 2 - Timeline: Detailed project timeline and key milestones

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈË°æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions








































Clauses


































Relevant Industries

Financial Services

Professional Services

Manufacturing

Technology

Real Estate

Healthcare

Retail

Mining and Resources

Agriculture

Construction

Education

Hospitality

Transport and Logistics

Energy and Utilities

Relevant Teams

Finance

Corporate Development

Mergers and Acquisitions

Treasury

Tax

Legal

Corporate Strategy

Investment

Financial Planning and Analysis

Risk Management

Business Development

Executive Leadership

Relevant Roles

Chief Financial Officer

Financial Controller

Business Valuation Specialist

Corporate Finance Manager

Managing Director

Chief Executive Officer

Finance Director

Merger & Acquisitions Manager

Transaction Advisory Partner

Business Advisory Partner

Corporate Treasurer

Investment Manager

Financial Planning Manager

Tax Director

Company Secretary

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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