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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."
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
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
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
Financial Services
Professional Services
Manufacturing
Technology
Real Estate
Healthcare
Retail
Mining and Resources
Agriculture
Construction
Education
Hospitality
Transport and Logistics
Energy and Utilities
Finance
Corporate Development
Mergers and Acquisitions
Treasury
Tax
Legal
Corporate Strategy
Investment
Financial Planning and Analysis
Risk Management
Business Development
Executive Leadership
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
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