The value matters. The explanation matters too.

This illustrative outline shows the questions a report should address. It is not a client report or a valuation opinion.

family law
valuation co.REPORT OUTLINE

Independent business valuation

The conclusion.
And the reasoning behind it.

ILLUSTRATIVE CONTENTS · NOT A CLIENT REPORT

01 Scope & ownershipWhat is being valued

02 Financial analysisThe earnings evidence

03 Method & assumptionsHow value is assessed

04 Valuation conclusionThe interest and date

A clear explanation of the key adjustments, assumptions and limitations.

An outline of the report structure. Scope varies by engagement.

What is being valued?

The entity, interest, ownership rights, date and purpose.

What evidence supports the analysis?

The financial records, operational information and adjustments to earnings.

How was the conclusion reached?

The method, assumptions, risks, cross-checks and movement to the relevant interest value.

What are the limits?

Missing information, material assumptions, scope restrictions and the permitted use.

Choose your report

Clarity starts with a conversation.

Tell us a little about the business. We help identify the right report and confirm the scope before you commit. Not ready to enquire? Start with a free 15-minute consultation, at no cost and with no obligation. Based in Double Bay, Sydney, and working with clients and their advisers across Australia. Or call 0433 475 518 or request a call back. Phone hours are 8am to 6pm, Monday to Friday (Sydney time).

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