A considered process. A clear next step.

A Settlement Valuation draft report is targeted within 5 to 7 business days after payment and complete information. For a Family Law Expert Valuation, the delivery date is agreed with you before work begins, and it runs from payment and complete information. The time starts when the document checklist is complete, not when the enquiry is sent. The final report follows one round of factual corrections. Where a draft is not permitted under the instructions for an expert report, the final report is issued instead. Urgent turnaround is available as priced additional work.

Business documents only at first: financial statements and tax returns for recent years, current management accounts, and the documents that show who owns what, such as a company extract, trust deed or partnership agreement. We send a checklist once the scope is confirmed. Please do not send affidavits, court documents, personal correspondence, medical records or other personal evidence until we have completed the conflict check and asked for them.

Before a report is finalised you receive a draft so that errors of fact can be corrected: a figure we have misread, an ownership percentage that is wrong, a document we were not given. Both fixed fees include one round of factual corrections. The review is for facts only. The methodology, the weighting of risks and the conclusion are the valuer's and are not open to negotiation. Where a report is prepared as expert evidence, the handling of drafts and clarification follows the instructions and the applicable expert-evidence requirements.

Usually not for a Settlement Valuation, which is prepared from the documents and, where needed, a call with the owner or an adviser. Some businesses are better understood in person, particularly where plant, stock or premises matter to the value, and we will say so during scope review. Meetings are available by appointment at our Double Bay office in Sydney.

Yes, where you authorise it. We can deal directly with your adviser on documents, dates and the interest being valued, and with a referring professional where that is how the matter is being run. Tell us in the enquiry who we may speak to. Where a report is prepared as a single expert, communication follows the instructions and, in general, goes to both sides.

Complete the confidential enquiry and choose "Not sure" for the service. Tell us whether the matter is before the Court, whether a single expert has been agreed or ordered, and what the valuation will be used for. We complete an initial conflict and scope assessment and tell you which service fits, or that a quotation is needed, before anything begins. Submission of the form does not create an engagement.

Yes. If you first obtain a Settlement Valuation and later require a Family Law Expert Valuation, the full $2,495 + GST settlement fee will be credited when you upgrade within three months. You pay only the $2,000 + GST difference. The expert report is a separate engagement, subject to the same conflict and suitability assessment as any other. The appointed expert independently reviews the material, may ask for further information and forms their own opinion. A matter that settles at negotiation or mediation needs nothing further. Where an expert report was always going to be required, starting there is usually the better path, and we will say so.