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Service levels

Business valuation reports & independent opinions

The exact scope and report standard depend on the instruction, the purpose, the applicable requirements and professional competence. We recommend the level your purpose requires, and the report states who may rely on it.

Pages of a financial report with columns of figures

  1. Indicative Valuation Assessment

    Scope: Limited

    A limited-scope assessment based on defined assumptions and the information available. It is not intended for reliance by third parties.

    Internal planning and early decisions

  2. Independent Business Valuation

    Scope: Standard

    A substantive analysis of a company or ownership interest for a specified commercial purpose.

    Partner changes, transactions, boards

  3. Formal Business Valuation Report

    Scope: Full

    A documented opinion with agreed supporting financial analysis, valuation methods, assumptions and sensitivity analysis.

    Significant transactions, investors, lenders

  4. Corporate Tax-Related Valuation Report

    Scope: Purpose-specific

    An independent valuation prepared for a relevant tax-related transaction or market value issue, documented to sit alongside tax files.

    Related-party and intra-group transfers

  5. Financial Reporting Valuation

    Scope: Purpose-specific

    A report supporting the applicable accounting requirements, intended for management's assessment and, where relevant, auditor review.

    IFRS 3, IAS 36, IFRS 13, IFRS 2

  6. Expert Witness Valuation Report

    Scope: Purpose-specific

    A valuation opinion prepared within the relevant court, arbitration or dispute framework and its procedural requirements.

    DIFC, ADGM, arbitration

  7. Expert Determination

    Scope: Contractual

    An independent determination under an applicable contractual or other valid appointment.

    Shareholder and sale agreements

  8. Valuation Review Report

    Scope: Review

    An independent review and analysis of an existing valuation, its methods and its assumptions.

    Second opinions

Which report level fits your purpose?

Tell us who will read the valuation, an auditor, the FTA, a buyer or a tribunal, and we will recommend the level of report.

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