When we engage a new client for a Business Valuation, we often prefer to have a phone call to discuss your needs before issuing our engagement letter.
The purpose of the Business Valuation can alter the way in which we correspond with you, document the valuation report, or even the methodology we use.
Take for example:
A matrimonial valuation used for divorce proceedings often needs to include lawyers in all correspondence, specify who engages us (joint or single appointment), and have a full valuation report that can be used for Court purposes.
A valuation for business improvement or planning purposes can often be presented more informally via a 3-4 page letter setting out how the valuation is calculated, the key drivers to the result, and how the business valuation of your financial planning business could be improved overtime.
If you want to work with a Business Valuation Specialist who will tailor the response to you, and your purpose, contact us today.
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